Something new....Now I have noticed when I am booking a Maintenance from the 'Recurring Service Event' (because that is our workflow), whenever I press 'enter' on the keyboard it will book the job. This has never happened before, I'm guessing it's fr...
In our field, we often have customers who have equipment that gets sold with their home, and the new homeowner may continue to have their equipment serviced by us. We offer Memberships for the servicing of the equipment and since there is a "transfer...
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...
