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...
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...
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...
Hello I think we should be able to add a membership workflow to where we are able to schedule the first tune-up for heating starting in September and the first cooling tune-up starting in April. Currently, we can only choose in how many months would ...
For memberships we have ran into the issue of the randomized membership invoice # that Service Titan automatically makes for all of our membership programs invoicing. We have to go and manually change invoice number so they will not repeat for our Qu...
Please add a access link on the membership form to view and go to location file. As of now, you can only go to the customer file and not the location file. The location has all the information needed to build or renew the membership so why not have q...
Expiring Memberships: We have to set each renewal one by one because we have different renewal types and pricing for each of our customers locations. There is no location address on the worksheet. You have to view the membership to know which renewal...
It would be so helpful if once a membership was renewed, there was a status update that changed the membership from "expired" to read "renewed". This would also help us in our Marketing Pro campaigns when we want to send truly expired customers an em...
We are currently doing work arounds for memberships we sell online. Looking to see if anyone has better workflows. We email the estimate with online link and when the customer accepts estimate it automatically activates the membership and there is no...
We want our member discount to max out at $500. How do we do that? Right now it's only a % and on a large job the member discount is much larger than we want. We did turn on the discounts and fees setting as recommended but I don't see how that conne...
| Subject | Author | Posted |
|---|---|---|
| 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 |
