Guess what? If you've been dismissing member visits and checking to "recognize revenue," you may wanna check your invoice because (if you are multi-trade like us) more than likely - IT'S THE WRONG BU!Learned today after dismissing a BUNCH of Heat che...
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...
Wondering if I could could get some help starting a membership program which we want to implement asap. We have four divisions including HVAC, plumbing, electrical, and appliance repair and was hoping we could pick someones brain on how they started ...
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. ...
Has anyone had yearly memberships set up in service titan and then decided to switch to monthly billings? We have gotten a lot of feedback from customers that they would join if we offered a monthly billing rather than the yearly as $700 dollars (for...
How do we need to set up invoicing to show the Membership Duration on the customer facing invoice? Our previous operating system would show (Example: 3/4/2024 thru 3/3/2025) the membership duration. How do we get this to show up? I have just adjusted...
One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits. I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations. Only one column can be filter...
Suggestion to have the ability to add a credit card PER location verses having them listed under the main profile. We have multiple property management companies or private ownership with multiple locations and request to have a specific credit card ...
Looking for a way to see recurring service events that were dismissed in a date range specified by the user. We have several people dismissing events and we'd like a clearer picture on what events are being dismissed.
