ServiceTitan Community

We are having a heck of a time with recognized revenue with ongoing memberships. Example: Tech completes a startup job, then customer decides upon receiving bill that they want membership. The s/u is to be part of the membership. I know I can dismiss...

Is there a report that I can use to show pinned notes for locations that have them? More specifically, I am wanting to look at anything with "2023" typed within the note. I am ok with filtering as long as I can do that either in ST or after export to...

I am struggling with the varying work flows for membership refunds, based on payment method and whether a payment has been posted. We use QB for our record keeping so just about everything is exported. My current issue seems to be with cancellation o...

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...

I recently took over our memberships, and discovered some possible issues. We want to auto-renew everyone, but I am confused as to that process. It was my understanding that with some "back end" work like creating billing rules and such that this cou...