lpalladi
New Contributor III
since ‎07-08-2021
‎12-06-2024

User Statistics

  • 16 Posts
  • 0 Solutions
  • 8 Kudos given
  • 3 Kudos received

User Activity

Is there a report that will tell me the membership cost vs sale. Profit or loss of the membership for the duration. This could be helpful for renewal pricing.
Estimate created for a New Membership without linking to a job. HELP !!! Success manager says their is no way to do this inside of Service Titan. How can that be.
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...
Would like to be able to search customers and locations by their last name only and have it sort by last name. Also when searching by address to be able to sort the information by address.
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...