Guess what? If you've been dismissing member visits and checking to "recognize revenue," you may wanna check your invoice because (if you are multi-trade like us) more than likely - IT'S THE WRONG BU!Learned today after dismissing a BUNCH of Heat che...
Please upvote this idea to add the last few visits and expiration date to the recurring service event page in followups. As it is now, you have to go back and forth between tabs to get this information when trying to book the visit. Adding the last f...
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...
I recently went through and cleaned up all of our old recurring services. We had a number of customers that somehow got more than one on their profile over the years. I am finding that those customers that I have deleted the recurring services for no...
Is there a way to be reminded of when a recurring service is due? Or see the upcoming ones.So when I have a recurring service for a location, I book a job for it.After the job is complete, is there a place where a “reminder” will show up for the next...
Looking for a way to see recurring service events that were dismissed in a date range specified by the user. We have several people dismissing events and we'd like a clearer picture on what events are being dismissed.
In my latest feature spotlight article, I discuss how ServiceTitan helps eliminate your issues with service agreement management in one key feature designed specifically for commercial and construction contractors.You can access the article here: Str...
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...
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...
Is there a way to filter customers who still need to schedule a maintenance check/ recurring service?
