Memberships or Service Agreements

Recurring Service Events

Hi, we currently have our Recurring Service Events (2 per year) set to Seasonal, which has them fall in a particular Month. Has anyone found a way to have them fall 6 Months & 12 Months after the date on which the Membership is sold? We've tried sele...

Membership & Recurring Services

When a membership is sold how can I ger the membership to attached to what equipment is covered? Example I have a customer that bought a membership for 2 units how can the customers profile reflect the two different memberships?

Reoccuring Inspection/Jobs

Hey everyone, We recently lost our Membership person and we are in the process of setting up monthly salt deliveries. What is the best way to set this up as a recurring appointment? I appreciate your feedback. This is the one area I am not well verse...

Recurring services: Suspended memberships

How do we get the recurring service events, for suspended memberships, to NOT show up on the follow up page under recurring service events? Or is there a way to add the membership status to the chart that pulls up for your specific date range? When a...

Customer Membership Type

Hi,Can you change an active membership type ? Like if we deactivated the membership type that customer has... Can we update/change that Membership Type? Or do we have to cancel that membership all together and make a new one?

Resolved! Commercial Memberships

Hi, so we currently do all Commercial Memberships customized to that individual company. Therefore, would I have to set up a new membership type for every single company? None of the two are the same.

Improvements to Memberships

I would like to propose the following recommendations to Memberships:1. Membership invoices should show the customer the start date and the expiration date. This is not currently a feature. 2. The cost of the add-ons should be shown to the customer. ...

Recurring events at 1, 2, 3, 4, 5, 6 year intervals.

I am trying to set up different customers with different recurring events. I was hoping to use tags to distinguish the different years (ie, your service is due one year from now, or two years from now, etc). I thought I saw in one discussion that Ser...

How to bulk increase membership pricing for existing memberships

How would increase your membership pricing for existing memberships in the next year? A manager suggested canceling and re-add all of our ongoing memberships with the new pricing, which doesn't make sense to be doing every year. Any suggestions?

Membership Billing

New feature that would be very help is that every time the credit card is hit for payment for the membership an invoice would be generated AND SENT TO THE EMAIL ON FILE. Is this possible to initiate on all active membership?

ServiceTitan Community

Posts

Recurring Service Events

Membership & Recurring Services

Reoccuring Inspection/Jobs

Recurring services: Suspended memberships

Customer Membership Type

Resolved! Commercial Memberships

Improvements to Memberships

Recurring events at 1, 2, 3, 4, 5, 6 year intervals.

How to bulk increase membership pricing for existing memberships

Membership Billing

Membership Calculations

Memberships

Memberships

Creating Memberships

New idea for followup on recuring service events

Membership Count

HELP

Membership

Recurring Service Reminders

Membership Monthly Charges