Topics with Label: Customer Memberships

Resolved! Estimate created for a New Membership without linking to a job.

Estimate created for a New Membership without linking to a job. HELP !!! Success manager says their is no way to do this inside of Service Titan. How can that be.

How to Identify New Membership Sales

Good Morning All,I'm looking for the best way to identify memberships sold to new customers. I have linked our memberships to a potential member tag. but when I am still generating a report it is capturing every renewed membership and sold membership...

Monthly Memberships and Deferred Revenue

Hello!We are new to monthly memberships and slowly shifting all our current fixed, annual members to monthly, ongoing. Something we are running into is this:customer pays 2 monthswe go out month 3 and perform their heating inspection and due to age/e...

Renewal vs New Sale On Memberships

It would be nice if Service Titan would make it so a technician cannot "sell" a new membership if there is an existing one in the last 6 months even if it is expired. I wish it would make them "renew" the membership, not sell a new one. Otherwise it ...

I'm on the struggle bus this morning... Please vote for this idea

Or if you have any amazing workarounds that would save me time I would love to hear them!! COMMUNITY-I-1902

Resolved! Membership Online Payments

For membership billing, if you set the preferred payment method to online payments would it send an invoice to the customer to make the payment online on the next billing date?

Membership Best Practices

Hey Community Members, I am wondering how other companies structure their memberships in Service Titan? Do your memberships differ from tune ups? How are you tracking your deferred revenue? How are you balancing getting to aged equipment and young tu...

Automatic Renewals for Memberships

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)!

Customer Membership Type

Hi,Can you change an active membership type ? Like if we deactivated the membership type that customer has... Can we update/change that Membership Type? Or do we have to cancel that membership all together and make a new one?

Resolved! Commercial Memberships

Hi, so we currently do all Commercial Memberships customized to that individual company. Therefore, would I have to set up a new membership type for every single company? None of the two are the same.

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