This will be our third year using the membership and deferred revenue
feature in Service Titan. Something that we are consistently running
into is deferred revenue balances on customer accounts being incorrect
due to the automatic revenue totals that...
Hello Community, We are wondering if anyone is using some kind of GPS
tracking device to track tools? Examples: Propress, expansion tools.
Specifically, a tracking device that does not have a subscription.Thank
you so much!
We have customers who paid for a membership and eventually need to
cancel. To process a refund we click the edit pencil in the membership>
select cancel>click save. This prompts the question " Do you want to
refund customer X amount?". When selecting...
We found that if this feature is enabled it will always show "potential
member savings" on all any estimates in Service Titan. It was causing
confusion with our customers who were not members that we're interested
in buying HVAC equipment. Yet like y...