Posts

Memberships

I might be missing something super simple here, but my mind is drawing a blank. We waive our dispatch/diagnostics fee for memberships...on our job types we automatically have these services attached to our repair jobs. How do we make it so that these...

MirandaMel by ServiceTitan Certified Administrator
  • 792 Views
  • 2 replies
  • 0 kudos

Memberships //Titan Advisor Measurements

Hi all!I'm struggling to understand what the exact measurement is for this particular advisor score. Do you all interpret this to mean that of all invoices, regardless of Business Unit, a new membership sales task has to be added? (This won't allow u...

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eschimme by ServiceTitan Certified Administrator
  • 915 Views
  • 2 replies
  • 1 kudos

Membership Changes

Who is good with memberships that can help me out? I have ongoing memberships that I want to change to annual memberships. I saw there is no way to make the change without canceling or deleting the membership. I'm looking for a work flow to do this.

josh_bab by New Contributor II
  • 1085 Views
  • 3 replies
  • 1 kudos

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
  • 2572 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
  • 1583 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
  • 754 Views
  • 2 replies
  • 3 kudos