Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...
We have our memberships based on the equipment in the home, ie furnace, air conditioner, generator, water heater whatever. If the homeowner wants their furnace covered, but not their air conditioner, they only sign up the furnace for the membership. ...
I recently went through and cleaned up all of our old recurring services. We had a number of customers that somehow got more than one on their profile over the years. I am finding that those customers that I have deleted the recurring services for no...
Has anyone had yearly memberships set up in service titan and then decided to switch to monthly billings? We have gotten a lot of feedback from customers that they would join if we offered a monthly billing rather than the yearly as $700 dollars (for...
The fact that you can't add another non-membership line item in a membership invoice (if you do "Sell Membership") is weird. But if you export the invoice and do an adjusted invoice you can... ?? Anyone else know a way around this? We can't change th...
Is there a way to be reminded of when a recurring service is due? Or see the upcoming ones.So when I have a recurring service for a location, I book a job for it.After the job is complete, is there a place where a “reminder” will show up for the next...
How do we need to set up invoicing to show the Membership Duration on the customer facing invoice? Our previous operating system would show (Example: 3/4/2024 thru 3/3/2025) the membership duration. How do we get this to show up? I have just adjusted...
We use 12 equal installments for lawn and snow services and are running into an issue. If our contract starts 4/01/24 and runs through 3/31/25 we occasionally have to perform services outside of those contract dates (ie Pre-emergent in March and Snow...
One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits. I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations. Only one column can be filter...
Suggestion to have the ability to add a credit card PER location verses having them listed under the main profile. We have multiple property management companies or private ownership with multiple locations and request to have a specific credit card ...
