Posts

Purchase Orders on Memberships

Is there anyway to attach a purchase order to a membership without booking a job? We sub out our filter changes and currently what we are doing is the following:1. Receive invoice from sub for filter change. 2. Book a job attached to the membership. ...

kitty_ia by New Contributor II
  • 607 Views
  • 2 replies
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Membership Ongoing from 12 month

Hi! We are attempting to shift our membership agreements from 12 month limited agreements to on going monthly agreements. Is there a way to automatically change all existing memberships to on going monthly without going through each membership indivi...

jpaterson by New Contributor
  • 466 Views
  • 1 replies
  • 0 kudos

Service After The Sale Membership

My company provides 2 years of seasonal tune-ups (at no charge) when purchasing an HVAC unit. Is the best way to accomplish to design a membership with a $0 cost? If no, what is the best way in ST to track & schedule? Thank you in advance.

Jase1000 by New Contributor II
  • 882 Views
  • 4 replies
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Resolved! Bulk Edit Customer Recurring Serivces

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...

ACooper by ServiceTitan Certified Administrator
  • 1215 Views
  • 3 replies
  • 1 kudos