ServiceTitan Community

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!

Would like to see automated options for memberships. Specifically auto emails that go out when members payments dont go through each month. This is standard with many subscription/memberships that you can sign up for these days.

Can there be a feature where it can automatically email customers paid invoices for monthly memberships? Also it would be nice to edit which customers that can get these paid invoices automatically emailed as well.