ServiceTitan, Please create a setting under the memberships that we would be able to have a discount cap.If you create a "discount/fee" in the price book currently, there is already a setting to do this. Not sure why it can't be done in the membershi...
We have the option for a customer to upgrade membership A to membership B at any point in time during the membership A contract term. We are trying to create an "upgrade membership" task that technicians can add to the invoice that reflects the price...
We have discount setup in memberships via Categories. Works just fine if our techs manually add an item in that category to the customers invoice. However, if the item is added via the recurring service template (example a seasonal Heat Check), it do...
Hello,The potential member saving should not be a feature to non members and let me exhaling why. If we sell a 3000 job, and apply a discount of $100 it will show (all hypothetical btw) $3000 -$100 with a "potential mem" savings of $189. Customer see...
I can't figure out why some of these items show a member price and some don't. We only discount service business units with the membership. This estimate is in the sales business unit. All the items have "allow discounts" checked in the pricebook. Th...
We want our member discount to max out at $500. How do we do that? Right now it's only a % and on a large job the member discount is much larger than we want. We did turn on the discounts and fees setting as recommended but I don't see how that conne...
Currently we discount 10% but we limit it to $500 on all individual jobs. There should be a way to limit the discount given on individual jobs. For example, if we sell 3 service tasks for $10,000 on one Job the discount given will be $1,000 when we s...
