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
  • 3 replies
  • 1 kudos

Automate Adding Recurring Events

There should be a way to automatically add recurring events to a customer account without having to sign them up for a membership. For example, any time an install task code is added to an invoice, any recurring events that would be associated with t...

pdionisi by New Contributor
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  • 3 kudos

Resolved! reoccurring service events

I've noticed that when we are selling maintenance plans the reoccurring service events are actually doubling. This just started happening about 2 weeks ago. Our plans come with one AC tune up and One Heater tune up but it now says there are two each....

lkind by New Contributor II
  • 2 replies
  • 0 kudos