I have noticed when we renew or sell a membership that comes with 2 visits (1 cooling & 1 heating) that ST only adds 1 of the visits. This means when we go to schedule the service that visit is not able to be selected in the recurring events section ...
We have discount setup in memberships via Categories. Works just fine if our techs manually add an item in that category to the customers invoice. However, if the item is added via the recurring service template (example a seasonal Heat Check), it do...
Our Technicians complete a (ST Forms) inspection form during each recurring service cleaning. Many times it is not the same technician performing the next recurring service. It is valuable for technicians to review past forms prior to performing the ...
We have our recurring services set up where the "task" is auto populated in the billing template. Our issue is this: we have customers that have more than 1 system, some have up to 4 systems in total. So for example when I go into the customer who ha...
There is no fix for this issue (see below), but per CSM I have to post in the community for it to be product team reviewed instead of them forwarding my support email chain. The current options for membership locations linked to the recurring service...
We have started using 5-Year membership options but although the membership shows 15 events (3 inspections a year), only 9 events (first 3 years) are on the recurring date list. Why? Will the 10th event populate after the 1st scheduled inspection is ...
Hello,I've noticed some small flaws with Recurring Service Events in ServiceTitan over the past few months that have led to major issues with our record keeping and eaten up hours of my time to fix. I'm sharing here in the hopes that some of this fee...
We use memberships for several sites that require weekly visits during the busy season(summer). These same memberships really only need a biweekly visit during the winter. is anyone else accomplishing this in a straightforward way instead of making 2...
We just purchased a new company and had to create separate memberships for the new customer base for various reasons. Our existing memberships are set up bi-annually, and the new memberships are set up annually. When I go to book a job from the Calls...
Or if you have any amazing workarounds that would save me time I would love to hear them!! COMMUNITY-I-1902
