Memberships or Service Agreements
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Need Help with Free Item

Hey everyone,I can't seem to figure this out...I need help setting this up: We want to offer one free surge protector with each membership purchase. I can create a category and apply a 100% discount to it, but this would make all surge protectors fre...

Membership set up and discounts

AllNot my specialty here. We offer a membership that provides a 10% discount on all services. We want to be able to cap the max discount for a single visit to the actual value of the membership.For now we have disabled the ability to show member savi...

HBromberg by ServiceTitan Certified Administrator
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Memberships Based on Equipment Install in Home

We have our memberships based on the equipment in the home, ie furnace, air conditioner, generator, water heater whatever. If the homeowner wants their furnace covered, but not their air conditioner, they only sign up the furnace for the membership. ...

chill by New Contributor
  • 517 Views
  • 0 replies
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Discounts on Membership Invoices

The fact that you can't add another non-membership line item in a membership invoice (if you do "Sell Membership") is weird. But if you export the invoice and do an adjusted invoice you can... ?? Anyone else know a way around this? We can't change th...

mableryl by New Contributor
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  • 2 replies
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Membership "Compounding" Credit

Our team is launching our membership program and is finally ironing out the details. One of the components we'd like to over to customers is a compounding credit for each year in the program. For example, after each year of being a member - they rece...

josheaton by New Contributor II
  • 1958 Views
  • 4 replies
  • 0 kudos