I am in the process of sending membership renewal estimates out. I've
noticed a few customers whose membership has expired but they've already
renewed and they are still showing up on the renewal list. I assume that
is because the first membership ex...
Hey Hey! Does anyone know of a way to dismiss membership renewals so
they are out of the expiring membership screen in the Follow Up's Tab?
We are making sure to notate on the customer notes portion but we aren't
seeing a way to completely dismiss th...
Is there a report or follow up or something we can set as a reminder for
our sales reps and technicians that a customer has an upcoming
maintenance coming up or to schedule one or that their agreement is
expiring and we need to contact them about ren...
Hello,I've noticed some small flaws with Recurring Service Events in
ServiceTitan over the past few months that have led to major issues with
our record keeping and eaten up hours of my time to fix. I'm sharing
here in the hopes that some of this fee...
Until a recent update, we had been able to sort expiring memberships by
the membership type in the follow-up tab. Now that the names of them
have been changed, it just results in an error when I try to sort them.
It also doesn't help if I export the ...