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...
Hi all!I'm struggling to understand what the exact measurement is for this particular advisor score. Do you all interpret this to mean that of all invoices, regardless of Business Unit, a new membership sales task has to be added? (This won't allow u...
Clients have requested a link to update their credit card for their membership. Some have concerns about providing credit card information over the phone. Other platforms have this feature and clients really like the security of clicking a link and a...
Does anyone have an idea of what report would be set up to notify of any unsuccessful automatic billing runs? I know we see them in the batches, but looking for something a little more in your face 浪
Hi! We are attempting to shift our membership agreements from 12 month limited agreements to on going monthly agreements. Is there a way to automatically change all existing memberships to on going monthly without going through each membership indivi...
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...
Hi everyone-We work with providing weekly RSEs, which we can currently build out, not problem.But we also need to bill weekly (only seeing monthly as the most frequent billing cycle) to recognize that revenue on a weekly cycle. Any suggestions here?
This will be our third year using the membership and deferred revenue feature in Service Titan. Something that we are consistently running into is deferred revenue balances on customer accounts being incorrect due to the automatic revenue totals that...
I'm getting our CCR's onboard with selling annual auto-renewals (trying really hard to get away from one-time annual renewals). We've had annual auto-renewals in place for about a year now but the buy in is hard especially because we don't have a way...
