Memberships or Service Agreements

Billing Templates Required to Move out of Acceleration

Hi all,In Titan Advisor, I'm seeing the following is incomplete. We don't use billing templates, I'm not clear on what ST wants me to do here, especially since we don't use billing templates, but it looks like until I have the feature below set up, I...

Scheduling Recurring Memberships

Hello I think we should be able to add a membership workflow to where we are able to schedule the first tune-up for heating starting in September and the first cooling tune-up starting in April. Currently, we can only choose in how many months would ...

Membership Invoicing Autogenerated Invoice # Issues

For memberships we have ran into the issue of the randomized membership invoice # that Service Titan automatically makes for all of our membership programs invoicing. We have to go and manually change invoice number so they will not repeat for our Qu...

Membership file

Please add a access link on the membership form to view and go to location file. As of now, you can only go to the customer file and not the location file. The location has all the information needed to build or renew the membership so why not have q...

Fix the Follow up for "Expiring Memberships File"

Expiring Memberships: We have to set each renewal one by one because we have different renewal types and pricing for each of our customers locations. There is no location address on the worksheet. You have to view the membership to know which renewal...

"Renewed" Status Update in Memberships

It would be so helpful if once a membership was renewed, there was a status update that changed the membership from "expired" to read "renewed". This would also help us in our Marketing Pro campaigns when we want to send truly expired customers an em...

Membership Estimates and Online Renewals

We are currently doing work arounds for memberships we sell online. Looking to see if anyone has better workflows. We email the estimate with online link and when the customer accepts estimate it automatically activates the membership and there is no...

Max discount for members

We want our member discount to max out at $500. How do we do that? Right now it's only a % and on a large job the member discount is much larger than we want. We did turn on the discounts and fees setting as recommended but I don't see how that conne...

Resolved! Zero Ticket Invoices - Recurring Services

Currently when we run a Recurring Service that is paid monthly (the visit is only twice a year) the Invoice shows as a Zero Dollar Job. Is this normal, or should there be a way to show that this service is actually being paid for through the Membersh...

Transfer of Memberships

Is it possible to transfer a membership and the associated deferred revenue to a new customer/location account. Scenario: We offer septic memberships and do startups of new systems for builders. The builder pays for the startup and a 1 year membershi...

ServiceTitan Community

Posts

Billing Templates Required to Move out of Acceleration

Scheduling Recurring Memberships

Membership Invoicing Autogenerated Invoice # Issues

Membership file

Fix the Follow up for "Expiring Memberships File"

"Renewed" Status Update in Memberships

Membership Estimates and Online Renewals

Max discount for members

Resolved! Zero Ticket Invoices - Recurring Services

Transfer of Memberships

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Memberships Based on Equipment Install in Home

Aspire Equal Billing Contracts

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement