I am looking for a report or how to build a report that shows all my members with a current balance. When we create a membership or sell a membership on a job, we are supposed to call in from the office and collect a credit card to put on file for mo...
Can we please get an update that includes the option to 'select all' or be able to CTRL + click on all equipment items when adding to memberships. It's annoying to have to click into the add equipment box for each equipment item, especially when deal...
In our field, we often have customers who have equipment that gets sold with their home, and the new homeowner may continue to have their equipment serviced by us. We offer Memberships for the servicing of the equipment and since there is a "transfer...
Memberships are not my strong point, but I know enough to get done what needs done...usually. I have a client that for some reason has a membership with a 2 year duration, but it should only be 1 year. I tried to edit the "From" and "To" date and eve...
Why is it that you can move an invoice from its Location or its Bill To address but the membership once sold will not move? I do not want to Have to Cancel & Re-Sell a membership just because it was purchased under a "builder" and not the homeowner. ...
Why is it making me use a recurring visit when booking a service call "Job"?
Hi, I want to increase pricing on new memberships. If I edit this in Pricebook will it affect the existing memberships already sold? If so, how will it affect the reccuring services yet to be performed for existing members. Will I have to set up a ne...
We've been trying to figure this out, but can't seem to get an accurate count. We basically need a report that will tell us how many active and expired memberships we currently have. We want the total count and not the breakdown of each customer. Cur...
Is there a way to turn off seeing the membership savings for certain Client Specific Pricing estimates? For example - we want all of our residential homeowners to see the membership savings - but our contractors are not eligible for memberships. They...
I want to throw out the suggestion of being able to permanently delete items in Service Titan, specifically at this time membership types. Though it's fine for them to be deactivated when choosing a membership for a customer, there isn't an option to...
