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...
Or if you have any amazing workarounds that would save me time I would love to hear them!! COMMUNITY-I-1902
Do you sell multi system memberships or sell a single system membership with add-ons? Presently we do the later. We sell with a cooling and a separate heating recurrence. The issue - the add on system task workflow can only add one task to one recurr...
For membership billing, if you set the preferred payment method to online payments would it send an invoice to the customer to make the payment online on the next billing date?
| Subject | Author | Posted |
|---|---|---|
| 12-19-2024 08:56 AM | ||
| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM |
