In my latest feature spotlight article, I discuss how ServiceTitan helps eliminate your issues with service agreement management in one key feature designed specifically for commercial and construction contractors.You can access the article here: Str...
We have started monthly billing membership plans with a smart monitoring system included. Our expenses for our memberships include a monthly charge for the monitoring system as well as annual or bi-annual in person maintenance. I would like to measur...
Hi all! We recently started setting up Service Agreements for our commercial customers. Previously, we used a workaround with memberships to adapt to what we needed. Under that old way, I was able to easily dictate what discounts to give and to which...
We offer a yearly generator maintenance and I am looking for the best way to set this up in memberships so that we can be alerted when a client is due for scheduling. Any help is much appreciated!
No matter what we do we have issues and non billed even though its set up correctly
What does Billing Pricebook Service mean, or do, when setting up a Service Agreement Template? How should I set up service agreements in Pricebook? Why is it necessary? Thank you for any advice
Hi all, I recently created a test service agreement for a customer and marked it as activated to see what it would look like completed. My plan was to deactivate the service agreement afterwards, but now it looks like the agreement has been permanent...
Hello, we are new to the community and are trying to find solutions to our commercial hvac quarterly maintenance services. All of our locations have multiple units and our tech need to inspect and report on each one. Ideally we would like to have for...
I am just wondering if there are any @electricians or electrical contractors here who offer memberships? If so what types of things do you include in the membership and what type of pricing do you offer? Any advice is appreciated!
In the update, there was a change in membership settings. You now set the deferred revenue division when adding the recurring service. The only options are to "Divide Evenly (100%)" or manually... the problem is that it does not recognize when you ha...
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