I use the follow up screen frequently to follow up on expiring/expired memberships. When I click on a line item, it directs me to the customers membership screen. I wish I didn't have to go back to the location/customer screen to build the estimate f...
Hello! We are working on some changes in our company regarding memberships and business units. We are working on changing the business units from 'HMVP' and 'PMVP' to 'WHMVP' We are trying to find out if there is a report we can pull that will show u...
What is the best way to run a report for a membership count
I want to throw out the suggestion of being able to permanently delete items in Service Titan, specifically at this time membership types. Though it's fine for them to be deactivated when choosing a membership for a customer, there isn't an option to...
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.
I am struggling with the varying work flows for membership refunds, based on payment method and whether a payment has been posted. We use QB for our record keeping so just about everything is exported. My current issue seems to be with cancellation o...
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...
Hello, we are new to the community and are trying to find solutions to our commercial hvac quarterly maintenance services. All of our locations have multiple units and our tech need to inspect and report on each one. Ideally we would like to have for...
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...
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...
