Please add a pop-up when we click "Deactivate" on a Recurring Service, and "Dismiss" on a Recurring Service Event warning us that it cannot be undone. Both of these are too easy to click accidentally. Also, customers often change their minds. It is v...
Something new....Now I have noticed when I am booking a Maintenance from the 'Recurring Service Event' (because that is our workflow), whenever I press 'enter' on the keyboard it will book the job. This has never happened before, I'm guessing it's fr...
Our company really needs the ability to have recurring service events schedule beyond 1 year. Almost all of our residential customers use our service every 2-3 years, some a little bit longer. Service titan only gives us the ability to book a recurri...
We are having a heck of a time with recognized revenue with ongoing memberships. Example: Tech completes a startup job, then customer decides upon receiving bill that they want membership. The s/u is to be part of the membership. I know I can dismiss...
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.
