Memberships or Service Agreements

Resolved! Cancelling Membership with New Refund Button

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...

Membership Cancellation Confirmation Notice

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.

Resolved! Using Custom Fields for memberships

Has anyone had success using a Custom Field for a membership? If so, how are you applying this?

Linking a recurring service event to a previously completed job

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...

Increasing Membership Pricing

We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?

Resolved! Sale Tasks

Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.

Problems with scheduling recurring services

There should be warning for when you accidentally schedule a Recurring Service outside the business hours. It is currently set to 12:00 AM on the recurring service page. Who would ever send a tech at that time?

Tasked duration hours on recurring services

I am attempting to organize our commercial recurring services and need to set up tasked duration times but have some questions. How is everyone attaching their tasked duration times to each recurring service? The price book code we have set at zero s...

Visibility to a Customer's Membership Invoice

There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share. When I click on the customer's Membership, and I am brought to that first summary page, it would be great if the...

Billing Templates Required to Move out of Acceleration

Hi all,In Titan Advisor, I'm seeing the following is incomplete. We don't use billing templates, I'm not clear on what ST wants me to do here, especially since we don't use billing templates, but it looks like until I have the feature below set up, I...

ServiceTitan Community

Posts

Resolved! Cancelling Membership with New Refund Button

Membership Cancellation Confirmation Notice

Resolved! Using Custom Fields for memberships

Linking a recurring service event to a previously completed job

Increasing Membership Pricing

Resolved! Sale Tasks

Problems with scheduling recurring services

Tasked duration hours on recurring services

Visibility to a Customer's Membership Invoice

Billing Templates Required to Move out of Acceleration

Membership Calculations

Memberships

Memberships

Creating Memberships

New idea for followup on recuring service events

Membership Count

HELP

Membership

Recurring Service Reminders

Membership Monthly Charges