In the update, there was a change in membership settings. You now set
the deferred revenue division when adding the recurring service. The
only options are to "Divide Evenly (100%)" or manually... the problem is
that it does not recognize when you ha...
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...