I have been looking through the membership modules and I am curious to know how everyone handles the monthly membership billing invoices when customers opt for continuous billing and they don't send and then the payment comes out automatically on the...
Looking for best practice methods for Service Agreements and memberships. Some hacks that work best when setting up and creating templates
When you click on the follow-up tab within ServiceTitan and then the Service Agreement Visits, it lists all upcoming visits. I'd like to create a report that shows this information as well that is sent to the service manager so they can plan accordin...
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...
