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Posts

Resolved! re occurring maintenance

Help ... trying to find the best way to set up reoccurring maintenance ( storm drain cleaning ) for out commercial customers , and we are new to service titian , any help would be greatly apricated !!

rgoit67 by New Contributor III
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  • 3 replies
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Resolved! membership tech commisions

I am trying to find away to track perpetual membership spiffs for our technicians. We pay at time of sale and also at renewal and anniversary (if it is perpetual). we are having to keep track manually of all renewals and anniversary commissions. Any ...

intersta by New Contributor II
  • 5376 Views
  • 6 replies
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Issues with Recurring Service Events

Hello,I've noticed some small flaws with Recurring Service Events in ServiceTitan over the past few months that have led to major issues with our record keeping and eaten up hours of my time to fix. I'm sharing here in the hopes that some of this fee...

haleyg94 by New Contributor II
  • 4515 Views
  • 3 replies
  • 5 kudos

How to Identify New Membership Sales

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...

user_f54 by New Contributor II
  • 3036 Views
  • 3 replies
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seasonal & recurring 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...

Logan by New Contributor
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  • 3 replies
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Monthly Memberships and Deferred Revenue

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...

reneem by ServiceTitan Certified Administrator
  • 3546 Views
  • 3 replies
  • 1 kudos