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...
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. ...
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...
Hi all! We recently started setting up Service Agreements for our commercial customers. Previously, we used a workaround with memberships to adapt to what we needed. Under that old way, I was able to easily dictate what discounts to give and to which...
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...
I might be missing something super simple here, but my mind is drawing a blank. We waive our dispatch/diagnostics fee for memberships...on our job types we automatically have these services attached to our repair jobs. How do we make it so that these...
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...
