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...
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...
Since we went live with our memberships we have noticed that they are not being tracked correctly on Service Titan. Typically we will have a technician who goes out to provide an estimate for work. Sometimes if the job is small enough they will compl...
We offer a membership where the customer will receive a AC checkup and Furnace checkup each year. We offer many tiers of this program so they can receive discount pricing. How can we run report in Service Titan to view which customers have not yet co...
Good Morning All,I'm looking for the best way to identify memberships sold to new customers. I have linked our memberships to a potential member tag. but when I am still generating a report it is capturing every renewed membership and sold membership...
It would be nice if Service Titan would make it so a technician cannot "sell" a new membership if there is an existing one in the last 6 months even if it is expired. I wish it would make them "renew" the membership, not sell a new one. Otherwise it ...
Or if you have any amazing workarounds that would save me time I would love to hear them!! COMMUNITY-I-1902
Hey Community Members, I am wondering how other companies structure their memberships in Service Titan? Do your memberships differ from tune ups? How are you tracking your deferred revenue? How are you balancing getting to aged equipment and young tu...
Hi all,In Titan Advisor, I'm seeing the following is incomplete. We don't use billing templates, I'm not clear on what ST wants me to do here, especially since we don't use billing templates, but it looks like until I have the feature below set up, I...
Currently when we run a Recurring Service that is paid monthly (the visit is only twice a year) the Invoice shows as a Zero Dollar Job. Is this normal, or should there be a way to show that this service is actually being paid for through the Membersh...
