Posts

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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Resolved! Recurring Service Reminders

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...

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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  • 3 replies
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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 II
  • 787 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
  • 1414 Views
  • 3 replies
  • 1 kudos