Memberships or Service Agreements

Membership Payment Method Update

Hello,I am trying to figure out how to send a link to the customer to add a payment to a membership. Both initially and a way to update an expired or closed account payment method. Does anyone know if this is a possibility?

Commercial Memberships (Property Management)

Hello, We have Commercial Property Management Companies (many) that manage multiple locations.This is the scenario:Management Company A, has location 1 & 2. Management Company A pays for all service work for both locations.However Location 1 & 2 are ...

Expiring Memberships - Sort

Until a recent update, we had been able to sort expiring memberships by the membership type in the follow-up tab. Now that the names of them have been changed, it just results in an error when I try to sort them. It also doesn't help if I export the ...

Send E-signatures from the office side

is it possible to send e-signatures to customers from the office side?

Suggestion for Inspection Forms - Multiple Rooms

We are getting ready to roll out a membership program which will be including an annual whole home plumbing inspection (among some other benefits.) Something that we're finding difficult to cleanly integrate into our inspection form is for when we ar...

Membership terms and conditions

Hello Everyone!We are a garage door company and are new to memberships. I was wondering if anyone has customers sign a terms and conditions agreement? And if anyone cared to share what they included in their agreement. We would like cover ourselves f...

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Does any know if Service Titan offers this feature to reminder of our customers ahead of time for their Membership renewal reminders or preventive maintenance service is due reminder? This will help to keep ourselves organized and more sales.

Reconciling Maintenance Liability Acct in QB

We reconcile our QB maintenance liability account monthly, however the way ST sends the whole lump sum of the two visits into that account is causing us a considerable amount of extra work. We need there to be two line items in the liab acct so we ca...

Resolved! Keeping up-to-date with recurring service event dismissals

I wanted to know what processes everyone uses to efficiently surf through visits and dismiss them. It does not make sense to sort through all the recurring services, there are too many. I have been able to dismiss visits over a year old easily, but k...

Resolved! Sending Forms to Customers to Fill out and send back

I think it would be very helpful if we were able send forms to customers for them to fill out. For example you have an upcoming install and you need some information for them. you can send a form through email, or even text for them to fill out and t...

ServiceTitan Community

Posts

Membership Payment Method Update

Commercial Memberships (Property Management)

Expiring Memberships - Sort

Send E-signatures from the office side

Suggestion for Inspection Forms - Multiple Rooms

Membership terms and conditions

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Reconciling Maintenance Liability Acct in QB

Resolved! Keeping up-to-date with recurring service event dismissals

Resolved! Sending Forms to Customers to Fill out and send back

HELP

Membership

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events