Estimate created for a New Membership without linking to a job. HELP !!!
Success manager says their is no way to do this inside of Service Titan.
How can that be.
Good Morning All,I'm looking for the best way to identify memberships
sold to new customers. I have linked our memberships to a potential
member tag. but when I am still generating a report it is capturing
every renewed membership and sold membership...
We use memberships for several sites that require weekly visits during
the busy season(summer). These same memberships really only need a
biweekly visit during the winter. is anyone else accomplishing this in a
straightforward way instead of making 2...
Hello!We are new to monthly memberships and slowly shifting all our
current fixed, annual members to monthly, ongoing. Something we are
running into is this:customer pays 2 monthswe go out month 3 and perform
their heating inspection and due to age/e...
Catching up on scheduling overdue maintenance appointments and what I
like to do is send a "mass" email template from Outlook to the exported
list of email addresses and then book from the replies that I get. I've
always had amazing response this way...
We have an account with multiple buildings (different addresses too) and
multiple systems in each one of these buildings. A multi family
apartment complex. Building A has about 25 units, building B has about
20 units, building C has about 30 units. B...
It would be nice if Service Titan would make it so a technician cannot
"sell" a new membership if there is an existing one in the last 6 months
even if it is expired. I wish it would make them "renew" the membership,
not sell a new one. Otherwise it ...
We imported our customers' memberships from Housecall Pro to
ServiceTitan, if the customer were paying the memberships by card on
Housecall Pro would the credit card information for the customer be
imported to ServiceTitan? Or would we have to contac...
We just purchased a new company and had to create separate memberships
for the new customer base for various reasons. Our existing memberships
are set up bi-annually, and the new memberships are set up annually.
When I go to book a job from the Calls...
