ServiceTitan Community

Membership Pricing

When looking at estimates, there is no way to see if Membership pricing has been applied to an estimate or invoice without looking in pricebook for a side by side, line by line comparison in another window. It would be great to see on the task or est...

Auto Maintenance Scheduling

Is there any way to set up an automatic scheduling for maintenance on a reoccurring schedule? Such as a biannual maintenance will auto schedule 6 months after the last maintenance. With reminders to the customer and notifications as to the time they ...

Reminder Notification that Recurring Fee is going to be charged

Does anyone know how to set recurring reminders for service members that their membership payment is going to be charged on a certain date?

Is there a way to put a limit on Membership Savings?

Currently we discount 10% but we limit it to $500 on all individual jobs. There should be a way to limit the discount given on individual jobs. For example, if we sell 3 service tasks for $10,000 on one Job the discount given will be $1,000 when we s...

Why do estimates show potential savings and then not apply them if you sell the membership?

You create an estimate and it shows "Potential savings" as a selling point. You sell a membership (YAY!) so the customer can access the savings. Now, you have to recreate the estimate because the membership is new and doesn't apply to the estimate th...

Has anyone ever had to undismiss a dismissed membership service owed?

We are wanting to start selling 5 yr membership/service agreements. We pay our techs. on a weekly performance/ % pay method. I was wandering how a tech. would be paid on something like that going out 5 years.

I'm having trouble setting up recurring services correctly for memberships being sold and services don't begin until Spring 2022. Is anyone else experiencing this and how did you correct it?

Is there a way to make it so that memberships never expire? that they automatically renew until we specifically cancel it? That way with over 4,000 memberships we are not having to renew them every year

I'd love to be able to SMS message customers regarding failed membership payments and/or upcoming card expirations. For any company on recurring monthly billing, its becoming a MUST!