Memberships or Service Agreements

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

We are not dismissing events prior to cancelling memberships, however, the revenue is not being recognized or it's showing that we should refund the customer. Any ideas as to why?

Service After The Sale Membership

My company provides 2 years of seasonal tune-ups (at no charge) when purchasing an HVAC unit. Is the best way to accomplish to design a membership with a $0 cost? If no, what is the best way in ST to track & schedule? Thank you in advance.

Security Alarm RMR

Has anyone setup their alarm company's RMR billing on ST platform ..

Resolved! Bulk Edit Customer Recurring Serivces

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...

Mark Job as Membership Job When Recurring Event is Selected

Does anyone know if there is a configurable setting that would mark a job as a membership job when a membership recurring service event is linked to it?

Please create a Cap on Membership Discounts!

ServiceTitan, Please create a setting under the memberships that we would be able to have a discount cap.If you create a "discount/fee" in the price book currently, there is already a setting to do this. Not sure why it can't be done in the membershi...

Allow technicians to attach the primary payment method to a membership at time of sale

Hi Everyone! Please vote for this IDEA submitted by a business owner. Store Primary CC - easier access for office and techniciansProvide the ability to mark a payment as primary at time of entering in the payment option. Add a "Primary Payment" check...

canceling a membership, reactivating membership and loosing the recurring events

I canceled a membership at the customer's request. A few hours later he changed his mind and I made the agreement active again. Since we had logged notes under the recurring events, they remained under the agreement however they did not return on the...

Replacement Credit Tracking with Memberships

Is there a way that service titan can track replacement credits on a membership if we gave a $100 credit towards a replacement each year a customer was a part of our membership? We are also interested in giving a credit towards an accessory that woul...

membership report

What is the best report to pull to see how many active memberships we have. I did pull one but its a little confusing and not sure its accurate

ServiceTitan Community

Posts

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

Service After The Sale Membership

Security Alarm RMR

Resolved! Bulk Edit Customer Recurring Serivces

Mark Job as Membership Job When Recurring Event is Selected

Please create a Cap on Membership Discounts!

Allow technicians to attach the primary payment method to a membership at time of sale

canceling a membership, reactivating membership and loosing the recurring events

Replacement Credit Tracking with Memberships

membership report

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Memberships Based on Equipment Install in Home

Aspire Equal Billing Contracts

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement