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.
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...
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...
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...
We have customers who paid for a membership and eventually need to cancel. To process a refund we click the edit pencil in the membership> select cancel>click save. This prompts the question " Do you want to refund customer X amount?". When selecting...
It would nice if there was an option to click a button once a membership is cancelled to send out a pre-done email to the customer confirming the cancellation of their membership.
Has anyone had success using a Custom Field for a membership? If so, how are you applying this?
Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...
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| 12-19-2024 08:56 AM | ||
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| 11-20-2024 12:09 PM |
