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...

reneem by ServiceTitan Certified Administrator
  • 3 replies
  • 1 kudos

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...

mquigley by ServiceTitan Certified Administrator
  • 4 replies
  • 0 kudos

Transfer of Memberships

Is it possible to transfer a membership and the associated deferred revenue to a new customer/location account. Scenario: We offer septic memberships and do startups of new systems for builders. The builder pays for the startup and a 1 year membershi...

amiller1 by New Contributor
  • 9 replies
  • 3 kudos