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 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?
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?
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?
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 ...
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 ...
is it possible to send e-signatures to customers from the office side?
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...
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...
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.
| Subject | Author | Posted |
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| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM | ||
| 08-16-2024 07:37 AM |
