Memberships or Service Agreements

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Vote to bulk renew https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4664

Membership Recurring Events and Renewal Dates Don't Line Up

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...

Membership Changeover - Monthly Members

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 ...

Notify Customer of Automatic Membership Renewal

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...

I'm on the struggle bus this morning... Please vote for this idea

Or if you have any amazing workarounds that would save me time I would love to hear them!! COMMUNITY-I-1902

Automatic Renewals for Memberships

We would like to give our customer the option of selecting to automatically renew their membership when they come up for expiration (and be able to autobill if renewed prior to the billing date)!

Membership file

Please add a access link on the membership form to view and go to location file. As of now, you can only go to the customer file and not the location file. The location has all the information needed to build or renew the membership so why not have q...

Fix the Follow up for "Expiring Memberships File"

Expiring Memberships: We have to set each renewal one by one because we have different renewal types and pricing for each of our customers locations. There is no location address on the worksheet. You have to view the membership to know which renewal...

Membership Estimates and Online Renewals

We are currently doing work arounds for memberships we sell online. Looking to see if anyone has better workflows. We email the estimate with online link and when the customer accepts estimate it automatically activates the membership and there is no...

Reminder Notification that Recurring Fee is going to be charged

Does anyone know how to set recurring reminders for service members that their membership payment is going to be charged on a certain date?

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