We have a customer who wants a service agreement for 10 months their business is seasonal and only operates 10 moths a year. Customer has 5 locations, each location will require biweekly service beginning April 1 through December 31. Customer only wa...
Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...
We have our memberships based on the equipment in the home, ie furnace, air conditioner, generator, water heater whatever. If the homeowner wants their furnace covered, but not their air conditioner, they only sign up the furnace for the membership. ...
We use 12 equal installments for lawn and snow services and are running into an issue. If our contract starts 4/01/24 and runs through 3/31/25 we occasionally have to perform services outside of those contract dates (ie Pre-emergent in March and Snow...
I am struggling with the varying work flows for membership refunds, based on payment method and whether a payment has been posted. We use QB for our record keeping so just about everything is exported. My current issue seems to be with cancellation o...
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
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...
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...
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...
