Memberships or Service Agreements

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Does any know if Service Titan offers this feature to reminder of our customers ahead of time for their Membership renewal reminders or preventive maintenance service is due reminder? This will help to keep ourselves organized and more sales.

Reconciling Maintenance Liability Acct in QB

We reconcile our QB maintenance liability account monthly, however the way ST sends the whole lump sum of the two visits into that account is causing us a considerable amount of extra work. We need there to be two line items in the liab acct so we ca...

Resolved! Keeping up-to-date with recurring service event dismissals

I wanted to know what processes everyone uses to efficiently surf through visits and dismiss them. It does not make sense to sort through all the recurring services, there are too many. I have been able to dismiss visits over a year old easily, but k...

Resolved! Sending Forms to Customers to Fill out and send back

I think it would be very helpful if we were able send forms to customers for them to fill out. For example you have an upcoming install and you need some information for them. you can send a form through email, or even text for them to fill out and t...

Resolved! Cancelling Membership with New Refund Button

We have customers who paid for a membership and eventually need to cancel. To process a refund we click the edit pencil in the membership> select cancel>click save. This prompts the question " Do you want to refund customer X amount?". When selecting...

Membership Cancellation Confirmation Notice

It would nice if there was an option to click a button once a membership is cancelled to send out a pre-done email to the customer confirming the cancellation of their membership.

Resolved! Using Custom Fields for memberships

Has anyone had success using a Custom Field for a membership? If so, how are you applying this?

Linking a recurring service event to a previously completed job

Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...

Increasing Membership Pricing

We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?

Resolved! Sale Tasks

Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.

ServiceTitan Community

Posts

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Reconciling Maintenance Liability Acct in QB

Resolved! Keeping up-to-date with recurring service event dismissals

Resolved! Sending Forms to Customers to Fill out and send back

Resolved! Cancelling Membership with New Refund Button

Membership Cancellation Confirmation Notice

Resolved! Using Custom Fields for memberships

Linking a recurring service event to a previously completed job

Increasing Membership Pricing

Resolved! Sale Tasks

How to recognize revenue only once when service wa...

membership monthy payments for additional systems

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement