Memberships or Service Agreements

Posts

Memberships

We had to enter our memberships manually. We are now in the process of creating estimates to send to our customers. Our customers are renewing their memberships, but when we convert the estimates to sold, we get a brand new membership. We are having ...

Resolved! HELP

When a CSR sells a membership from the office on the location page, it auto generates an invoice (Not taking into account renewal task it takes the first time enrollment task) Therefore not renewing the membership its starting a new one.I tried setti...

Membership Help Needed Please!

Memberships are not my strong point, but I know enough to get done what needs done...usually. I have a client that for some reason has a membership with a 2 year duration, but it should only be 1 year. I tried to edit the "From" and "To" date and eve...

Miranda_0-1720628554835.png
Miranda by ServiceTitan Certified Administrator
  • 2977 Views
  • 12 replies
  • 0 kudos

Memberships

Why is it that you can move an invoice from its Location or its Bill To address but the membership once sold will not move? I do not want to Have to Cancel & Re-Sell a membership just because it was purchased under a "builder" and not the homeowner. ...

lorena by New Contributor II
  • 571 Views
  • 0 replies
  • 0 kudos

Recurring Services Beyond a Year

Our company really needs the ability to have recurring service events schedule beyond 1 year. Almost all of our residential customers use our service every 2-3 years, some a little bit longer. Service titan only gives us the ability to book a recurri...

msjewell23 by New Contributor III
  • 601 Views
  • 1 replies
  • 0 kudos