Posts

Recurring Service Events

Is there a way for technicians to schedule recurring service events from their mobile side? We have them schedule a date with the customer while out on the maintenance call for 6 months but then we in the office are scheduling them for the techs in o...

Ma2 by New Contributor
  • 317 Views
  • 1 replies
  • 1 kudos

Adding Recurring Service at Sale

Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...

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Memberships- Add ons

How do people deal with additional systems when setting up memberships? Our setup team is recommending making additional system an “add on” but it doesn’t seem as though an add on can have time allocated to it. Our residential memberships can have 7-...

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 III
  • 894 Views
  • 3 replies
  • 1 kudos

Memberships - Recurring billing

Does anyone use the "recurring billing" feature for memberships? If I am understanding it correctly, I believe this is how I want to set ours up. My goal is to be able to bulk charge memberships by creating a run using the "next bill date" on the mem...

sheila_a by New Contributor III
  • 1140 Views
  • 4 replies
  • 1 kudos

Resolved! Bulk Edit Customer Recurring Serivces

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...

ACooper by ServiceTitan Certified Administrator
  • 1696 Views
  • 3 replies
  • 1 kudos