ServiceTitan Community

m_samuel · 06-20-2023

I like using the customer memberships report template! If you are doubting the results, you might find the status as of a date in the top filter fields helpful:)

m_samuel · 12-27-2022

Admin Certification

m_samuel · 08-24-2022

In the Revenue Recognition portion of the membership set up, you can select an option to 'do not create a charge/refund' We didn't like that it created 2 new invoices, either. By selecting this option, the cancellation of the membership still populat...

m_samuel · 07-28-2022

It would also be nice when pulling a report for recalls to have the recall job Business Unit .A work around we use to better track tech mistake, warranty or customer error is by assigning each of these to a task. On a recall job, the tech has to add ...

ServiceTitan Community

User Statistics

User Activity

Re: membership report

Re: Let's Hear From Our ServiceTitan Certified Administrators!!

Re: Cancelling Membership with New Refund Button

Re: Recalls / direct access to the original job