Memberships are not my strong point, but I know enough to get done what needs done...usually. I have a client that for some reason has a membership with a 2 year duration, but it should only be 1 year. I tried to edit the "From" and "To" date and eve...
Why is it that you can move an invoice from its Location or its Bill To address but the membership once sold will not move? I do not want to Have to Cancel & Re-Sell a membership just because it was purchased under a "builder" and not the homeowner. ...
Our company really needs the ability to have recurring service events schedule beyond 1 year. Almost all of our residential customers use our service every 2-3 years, some a little bit longer. Service titan only gives us the ability to book a recurri...
We would like to know if Service Titan is working on adding flat rate billing for Service agreement visits. We have many tendered service contracts that the billing for each visit is set up in our contracts at a set price and not on the actual time s...
Why is it making me use a recurring visit when booking a service call "Job"?
Hey everyone,I can't seem to figure this out...I need help setting this up: We want to offer one free surge protector with each membership purchase. I can create a category and apply a 100% discount to it, but this would make all surge protectors fre...
Hi, I want to increase pricing on new memberships. If I edit this in Pricebook will it affect the existing memberships already sold? If so, how will it affect the reccuring services yet to be performed for existing members. Will I have to set up a ne...
We've been trying to figure this out, but can't seem to get an accurate count. We basically need a report that will tell us how many active and expired memberships we currently have. We want the total count and not the breakdown of each customer. Cur...
Is there a way for technicians to schedule recurring service events from their mobile side? We have them schedule a date with the customer while out on the maintenance call for 6 months but then we in the office are scheduling them for the techs in o...
Is there a way to turn off seeing the membership savings for certain Client Specific Pricing estimates? For example - we want all of our residential homeowners to see the membership savings - but our contractors are not eligible for memberships. They...
