Posts

Resolved! Tracking Membership Renewals with Reports

Hello! I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a report that provides me with that information. Is anyone awa...

hegersm by ServiceTitan Certified Administrator
  • 1921 Views
  • 7 replies
  • 1 kudos

Membership Credit Card Update Link

Clients have requested a link to update their credit card for their membership. Some have concerns about providing credit card information over the phone. Other platforms have this feature and clients really like the security of clicking a link and a...

Ashley101 by New Contributor II
  • 1175 Views
  • 6 replies
  • 3 kudos

Memberships -- Office vs Field

I am curious what everyone is finding for memberships...are your field staff selling more or are your office staff selling more? (just realizing now...it would be neat if we had a poll button on the community!!!)

MirandaMel by ServiceTitan Certified Administrator
  • 444 Views
  • 2 replies
  • 3 kudos

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
  • 690 Views
  • 2 replies
  • 0 kudos

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
  • 520 Views
  • 1 replies
  • 0 kudos