Membership
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!
Memberships or Service Agreements
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Posts
A huge problem with memberships & deferred revenue
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...
membersips
Best steps to building commercial memberships
Memberships- Add ons
How do people deal with additional systems when setting up memberships? Our setup team is recommending making additional system an “add on” but it doesn’t seem as though an add on can have time allocated to it. Our residential memberships can have 7-...
Cumbersome Service Agreements - Final Work Product
I may be missing something with Service Agreements, but I find the final work product presented to the customer cumbersome, overwhelming and difficult to read. Example: One of our customers has 7 locations with 3 pieces of equipment per location. Eac...
Membership "Compounding" Credit
Our team is launching our membership program and is finally ironing out the details. One of the components we'd like to over to customers is a compounding credit for each year in the program. For example, after each year of being a member - they rece...
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...
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...
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...
Getting to the location page from membership
There is a spot you can click from inside the membership to go directly to the customer page, there should also be an option to be able to go directly to the location page. So many extra steps when I'm correcting membership and trying to make sure ev...
Labels
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Charge Members or Billing
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Customer
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Customer Memberships
99 -
Customer Portal-Memberships
1 -
Deferred Revenue
13 -
Enhancement Request
7 -
Estimates
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Expiring Memberships
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Feedback
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Membership Add-Ons
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Membership Audit Trails
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Membership Discounts
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Membership Reporting
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Membership Setup
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Membership Types
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New here
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Question
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Recurring Service
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Recurring Service Events
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Renewals
18
Unanswered Topics
| Subject | Author | Posted |
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| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM | ||
| 08-16-2024 07:37 AM | ||
| 07-02-2024 12:30 PM | ||
| 04-01-2024 11:30 AM |
