I am just wondering if there are any @electricians or electrical
contractors here who offer memberships? If so what types of things do
you include in the membership and what type of pricing do you offer? Any
advice is appreciated!
In the update, there was a change in membership settings. You now set
the deferred revenue division when adding the recurring service. The
only options are to "Divide Evenly (100%)" or manually... the problem is
that it does not recognize when you ha...
How do people deal with additional systems when setting up memberships?
Our setup team is recommending making additional system an “add on” but
it doesn’t seem as though an add on can have time allocated to it. Our
residential memberships can have 7-...
I may be missing something with Service Agreements, but I find the final
work product presented to the customer cumbersome, overwhelming and
difficult to read. Example: One of our customers has 7 locations with 3
pieces of equipment per location. Eac...
Our team is launching our membership program and is finally ironing out
the details. One of the components we'd like to over to customers is a
compounding credit for each year in the program. For example, after each
year of being a member - they rece...
Hello friends! Looking for some advice on best membership processes...
We started up a new maintenance plan a few months ago. It is $11 per
month with no initiation fee and includes a 10% discount ons ervice.
Here are some of the issues we are runnin...
Is anyone accepting EFT payments for their monthly memberships? We
currently have all of our customers on automatically monthly withdraws
from their bank account. Trouble is ServiceTitan doesn't seem to have an
easy way to process theses payments. Wo...
Hey everyone!We are just starting to set up our memberships, and I
wanted to find out how everyone out there handles the billing. For new
installations (we do generators), it is easy to set up monthly payments
with the purchase contract. When there i...
There is a spot you can click from inside the membership to go directly
to the customer page, there should also be an option to be able to go
directly to the location page. So many extra steps when I'm correcting
membership and trying to make sure ev...
