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...
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...
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...
What's the difference between membership and the new service agreement, does it replace the old membership or can you tie them together
I am in the process of sending membership renewal estimates out. I've noticed a few customers whose membership has expired but they've already renewed and they are still showing up on the renewal list. I assume that is because the first membership ex...
Hi all,I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be specifically activated for an account, or has it not bee...
This was mentioned in community about a year ago, but no real answer. Is there a way to give an ongoing spif to staff for the monthly billing of Memberships?
Does anyone use the "recurring billing" feature for memberships? If I am understanding it correctly, I believe this is how I want to set ours up. My goal is to be able to bulk charge memberships by creating a run using the "next bill date" on the mem...
I recently took over our memberships, and discovered some possible issues. We want to auto-renew everyone, but I am confused as to that process. It was my understanding that with some "back end" work like creating billing rules and such that this cou...
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...
| Subject | Author | Posted |
|---|---|---|
| 12-19-2024 08:56 AM | ||
| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM |
