We are not dismissing events prior to cancelling memberships, however, the revenue is not being recognized or it's showing that we should refund the customer. Any ideas as to why?
We sell most of our memberships on a monthly recurring payment, where when we sign someone up, the first payment will usually be ran the following month.When entering them in Service Titan, the deferred revenue on the recurring service template will ...
This will be our third year using the membership and deferred revenue feature in Service Titan. Something that we are consistently running into is deferred revenue balances on customer accounts being incorrect due to the automatic revenue totals that...
Would be really beneficial to be able to undismiss a recurring service event. If one is mistakenly dismissed- the deferred revenue is realized. Making the deferred revenue forever inaccurate on that membership.
We’ve been using Fixed/Upfront duration & billing and when the customer pays up front, the money goes into our deferred account. We have two recurring events. When we do each one, half the upfront payment is recognized, and this is reflected on the i...
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...
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...
We reconcile our QB maintenance liability account monthly, however the way ST sends the whole lump sum of the two visits into that account is causing us a considerable amount of extra work. We need there to be two line items in the liab acct so we ca...
Hi all,In Titan Advisor, I'm seeing the following is incomplete. We don't use billing templates, I'm not clear on what ST wants me to do here, especially since we don't use billing templates, but it looks like until I have the feature below set up, I...
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...
