Posts

Membership Count

What's the best report and filter to see how many active memberships there were at a given time in the past vs. now. Basically trying to accurately see how many active members there were at the beginning of the year.

tnorman by New Contributor
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Goal tracking

I have an idea I would like to promote. I am going to post it to multiple threads. Here we go:In the BU settings you can set a daily revenue goal. It's the Goal field. Duh. What if they labeled it Revenue Goal? And then, what if, just bear with me, w...

debbloui by New Contributor III
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Membership Profitability

We have started monthly billing membership plans with a smart monitoring system included. Our expenses for our memberships include a monthly charge for the monitoring system as well as annual or bi-annual in person maintenance. I would like to measur...

CRS by New Contributor
  • 605 Views
  • 5 replies
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Membership Questions

Hey everyone!We are just starting to set up our memberships, and I wanted to find out how everyone out there handles the billing. For new installations (we do generators), it is easy to set up monthly payments with the purchase contract. When there i...

thaggerty by New Contributor II
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Resolved! Tracking Membership Renewals with Reports

Hello! I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a report that provides me with that information. Is anyone awa...

hegersm by ServiceTitan Certified Administrator
  • 1885 Views
  • 7 replies
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Scheduling

Hey Community, I am looking for a way to utilize service titan in keeping track of which customers have been scheduled versus customer who have not. Both active and inactive customers. ( Like a spreadsheet of some sort of both ) Does anyone use servi...

Chels by New Contributor II
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  • 5 replies
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Dismissing Membership Renewals

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...