Maintenance Plans/Memberships

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...

taylorc_ by New Contributor II
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EFTs for payments on memberships

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...

ChadBrown by New Contributor
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Membership Questions

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...

thaggerty by New Contributor III
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Renewal Estimates

I am in the process of sending membership renewal estimates out. I've noticed a few customers whose membership has expired but they've already renewed and they are still showing up on the renewal list. I assume that is because the first membership ex...

roushk by New Contributor III
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Resolved! Service agreement feature not showing?

Hi all,I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be specifically activated for an account, or has it not bee...

bdanielson by ServiceTitan Certified Administrator
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Memberships - Recurring billing

Does anyone use the "recurring billing" feature for memberships? If I am understanding it correctly, I believe this is how I want to set ours up. My goal is to be able to bulk charge memberships by creating a run using the "next bill date" on the mem...

sheila_a by New Contributor III
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I recently took over our memberships, and discovered some possible issues. We want to auto-renew everyone, but I am confused as to that process. It was my understanding that with some "back end" work like creating billing rules and such that this cou...

sheila_a by New Contributor III
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