Memberships or Service Agreements

Membership Estimate Conversion to Memberships! (Not possible in office, only out in the field)

Howdy Titans! Here's my issue.We can email a customer an estimate for a membership but if that customer approves the membership estimate we cannot convert this estimate into an actual membership. It's so ridiculous! Can we get the good people at ST t...

Membership Changeover - Monthly Members

Hello,We are no longer offering some of our plans and have rolled out new plans. I am trying to figure out a way to make a seamless transition for our customers instead of cancelling their membership, cutting them a check and having them pay for the ...

Resolved! New Estimate from Profile Page

For starters I am the membership manager for my company. This means that I am constantly trying to find new ways to promote our memberships. Recently I had the genius idea to build membership estimates for our new customers. However, there is no way ...

Membership Location Selection

There is no fix for this issue (see below), but per CSM I have to post in the community for it to be product team reviewed instead of them forwarding my support email chain. The current options for membership locations linked to the recurring service...

Memberships

Hello Everyone! I am trying to find a better way to track our memberships. Currently we are using binders with our agreements in them, to keep up with who to call, and who we've already called. I have a few questions about tracking all memberships th...

Transferring memberships and other customer data from Service Fusion to Service Titan

When our company moved to Service Titan, the only customer data that transferred over to Titan was customer name, address, phone number - just the basics. None of the memberships, notes, invoices, images, etc. attached to Service Fusion got moved ove...

Add taxes on memberships

Good afternoon,Is there a way for me to make memberships automatically add taxes on the invoices for billing. When I try to bill memberships in a batch, I have to manually add taxes on each invoice.

Running a report on uncompleted memberships- NEED HELP

We offer a membership where the customer will receive a AC checkup and Furnace checkup each year. We offer many tiers of this program so they can receive discount pricing. How can we run report in Service Titan to view which customers have not yet co...

Deferred Revenue on Ongoing/Monthly Memberships

We’ve been using Fixed/Upfront duration & billing and when the customer pays up front, the money goes into our deferred account. We have two recurring events. When we do each one, half the upfront payment is recognized, and this is reflected on the i...

Transitioning from Annual to Monthly Memberships

Hello, our company is starting the process of transitioning from an annual membership plan to going monthly. I was hoping to hear testimonies from anyone or any company that has done this and how the process went. I basically want to pick your brain!...

ServiceTitan Community

Posts

Membership Estimate Conversion to Memberships! (Not possible in office, only out in the field)

Membership Changeover - Monthly Members

Resolved! New Estimate from Profile Page

Membership Location Selection

Memberships

Transferring memberships and other customer data from Service Fusion to Service Titan

Add taxes on memberships

Running a report on uncompleted memberships- NEED HELP

Deferred Revenue on Ongoing/Monthly Memberships

Transitioning from Annual to Monthly Memberships

How to recognize revenue only once when service wa...

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Memberships Based on Equipment Install in Home

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement