Memberships or Service Agreements

Showing the location of a membership and the Cost on the Customer page

Is there a way to show the location of a membership and the Cost on the Customer page instead of having to go to that location and then back tracking to the estimate or invoice where it was paid?

Resolved! reoccurring service events

I've noticed that when we are selling maintenance plans the reoccurring service events are actually doubling. This just started happening about 2 weeks ago. Our plans come with one AC tune up and One Heater tune up but it now says there are two each....

Membership Automatic Billing

Can anyone help me with automatic billing on the annual memberships? We are having just a few each month process payment already and I am not sure what differentiate those customers from the others. I want to take this feature off so it will not auto...

Material on a membership

Does anyone add their filters on a Membership? We have customer that use special filters and they would rather pay for their Membership and pay for their filters upfront with the contract. It will not let you add material unless you add a tech but we...

Dismissing Membership Renewals

Hey Hey! Does anyone know of a way to dismiss membership renewals so they are out of the expiring membership screen in the Follow Up's Tab? We are making sure to notate on the customer notes portion but we aren't seeing a way to completely dismiss th...

Resolved! How do we change Service Plans to annual?

I have a LOT of customers who want to sign up for our annual maintenance plan, but they want to pay in bulk upfront instead of receiving the bills monthly.The only way around this I've found is to collect the payment, have it sit in the credits balan...

UNDISMISS A RECURRING SERVICE EVENT

Would be really beneficial to be able to undismiss a recurring service event. If one is mistakenly dismissed- the deferred revenue is realized. Making the deferred revenue forever inaccurate on that membership.

Tracking Sold Memberships

Since we went live with our memberships we have noticed that they are not being tracked correctly on Service Titan. Typically we will have a technician who goes out to provide an estimate for work. Sometimes if the job is small enough they will compl...

Membership P&L

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.

Reminder for Memberships

Is there a report or follow up or something we can set as a reminder for our sales reps and technicians that a customer has an upcoming maintenance coming up or to schedule one or that their agreement is expiring and we need to contact them about ren...

ServiceTitan Community

Posts

Showing the location of a membership and the Cost on the Customer page

Resolved! reoccurring service events

Membership Automatic Billing

Material on a membership

Dismissing Membership Renewals

Resolved! How do we change Service Plans to annual?

UNDISMISS A RECURRING SERVICE EVENT

Tracking Sold Memberships

Membership P&L

Reminder for Memberships

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Memberships Based on Equipment Install in Home

Aspire Equal Billing Contracts

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement