We offer a yearly generator maintenance and I am looking for the best way to set this up in memberships so that we can be alerted when a client is due for scheduling. Any help is much appreciated!
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...
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?
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 ...
