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?
Hey Community Members, I am wondering how other companies structure their memberships in Service Titan? Do your memberships differ from tune ups? How are you tracking your deferred revenue? How are you balancing getting to aged equipment and young tu...
Our bill shows that each office user is an "Enterprise Plus Office User". This has me thinking, are there other levels/types of office users other than this? My concern is that we are paying for office user accounts that may not need such an elevated...
We would like to give our customer the option of selecting to automatically renew their membership when they come up for expiration (and be able to autobill if renewed prior to the billing date)!
Is there a way to change the membership bill date when the customer has had an ongoing membership that has been billed on a specific date monthly for a while? This issue has come up before but we have always answered "No we can't change the date." I ...
| Subject | Author | Posted |
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| 09-25-2024 10:15 AM | ||
| 09-20-2024 11:45 AM | ||
| 08-28-2024 12:40 PM | ||
| 08-16-2024 07:37 AM | ||
| 07-25-2024 08:25 AM |
