I have a LOT of customers who want to sign up for our annual maintenance plan, but they want to pay in bulk upfront instead of receiving the bills monthly.The only way around this I've found is to collect the payment, have it sit in the credits balan...
Good afternoon,Is there a way for me to make memberships automatically add taxes on the invoices for billing. When I try to bill memberships in a batch, I have to manually add taxes on each invoice.
Why can we not change the Duration/Billing after a membership is sold and set up? You can change everything else in a membership is sold except that.... We have customers that were set up as auto renewals and changed their mind before it renews or it...
We are in the process of moving our billing to Service Titan.We were under the impression that if a technician sells a membership out in the field, we have to edit the membership in the customers account and select the payment method INSIDE the membe...
We have several variants to our contracts - we pre-bill all our contracts, with the exception of some residential customers, I can't locate how were are supposed to do this, everything is invoiced at time of service, that doesn't work for us. We have...
Our techs will often sell a membership while at a diagnostic appointment and perform the first of the recurring services while they are at the customer's home. Some of these would like the monthly payment option. We have always required a down paymen...
Do anyone else have a Complementary membership option?If so, what do you change to have the Billing Template total to show $0.00- this shows on the membership run screen-On ours it shows $-1.00 in that column when we want it to show $0.00Anyone know ...
We are moving to auto-renewal and billing of memberships. Would anyone be willing to share how they collect contract/authorization signatures for this both from the office and in the field? I'm thinking of using a pdf form that allows for e-signature...
I'm not sure about the rest of the country, but I know California has very specific laws regarding automatic renewal services. The customer MUST be notified before renewal takes place, to give them an adequate chance to cancel the renewal if they wis...
Memberships have always been my biggest challenge in ServiceTitan. I thought I finally had them figured out, but I'm finding myself discouraged and confused again. I've attached screenshots of an example that will hopefully help my question make sens...
