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...
I am in the process of sending membership renewal estimates out. I've noticed a few customers whose membership has expired but they've already renewed and they are still showing up on the renewal list. I assume that is because the first membership ex...
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...
Who is good with memberships that can help me out? I have ongoing memberships that I want to change to annual memberships. I saw there is no way to make the change without canceling or deleting the membership. I'm looking for a work flow to do this.
When renewing a membership and you offer an upgraded membership the recurring services associated with the upgraded memberships aren't added to the membership automatically. For example: Customer was on a Gold Plumbing Only Membership and wants to re...
Is there a way to filter customers who still need to schedule a maintenance check/ recurring service?
Vote to bulk renew https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4664
Our members bill annually and auto-renew. We offer 2 recurring services per membership year, seasonally (March and September). I want to avoid giving away free services if a renewal falls directly after a service is scheduled.For example: Memberships...
Hello,We are no longer offering some of our plans and have rolled out new plans. I am trying to figure out a way to make a seamless transition for our customers instead of cancelling their membership, cutting them a check and having them pay for the ...
I'm not sure about the rest of the country, but I know California has very specific laws regarding automatic renewal services. The customer MUST be notified before renewal takes place, to give them an adequate chance to cancel the renewal if they wis...
