We imported our customers' memberships from Housecall Pro to ServiceTitan, if the customer were paying the memberships by card on Housecall Pro would the credit card information for the customer be imported to ServiceTitan? Or would we have to contac...
We would like to give our customer the option of selecting to automatically renew their membership when they come up for expiration (and be able to autobill if renewed prior to the billing date)!
Is there a way to change the membership bill date when the customer has had an ongoing membership that has been billed on a specific date monthly for a while? This issue has come up before but we have always answered "No we can't change the date." I ...
How would increase your membership pricing for existing memberships in the next year? A manager suggested canceling and re-add all of our ongoing memberships with the new pricing, which doesn't make sense to be doing every year. Any suggestions?
New feature that would be very help is that every time the credit card is hit for payment for the membership an invoice would be generated AND SENT TO THE EMAIL ON FILE. Is this possible to initiate on all active membership?
is it possible to send e-signatures to customers from the office side?
We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?
For memberships we have ran into the issue of the randomized membership invoice # that Service Titan automatically makes for all of our membership programs invoicing. We have to go and manually change invoice number so they will not repeat for our Qu...
Does anyone know how to set recurring reminders for service members that their membership payment is going to be charged on a certain date?
