ServiceTitan Community

Membership Estimates and Online Renewals

We are currently doing work arounds for memberships we sell online. Looking to see if anyone has better workflows. We email the estimate with online link and when the customer accepts estimate it automatically activates the membership and there is no...

Max discount for members

We want our member discount to max out at $500. How do we do that? Right now it's only a % and on a large job the member discount is much larger than we want. We did turn on the discounts and fees setting as recommended but I don't see how that conne...

Transfer of Memberships

Is it possible to transfer a membership and the associated deferred revenue to a new customer/location account. Scenario: We offer septic memberships and do startups of new systems for builders. The builder pays for the startup and a 1 year membershi...

Membership Pricing

When looking at estimates, there is no way to see if Membership pricing has been applied to an estimate or invoice without looking in pricebook for a side by side, line by line comparison in another window. It would be great to see on the task or est...

Auto Maintenance Scheduling

Is there any way to set up an automatic scheduling for maintenance on a reoccurring schedule? Such as a biannual maintenance will auto schedule 6 months after the last maintenance. With reminders to the customer and notifications as to the time they ...

Reminder Notification that Recurring Fee is going to be charged

Does anyone know how to set recurring reminders for service members that their membership payment is going to be charged on a certain date?

Is there a way to put a limit on Membership Savings?

Currently we discount 10% but we limit it to $500 on all individual jobs. There should be a way to limit the discount given on individual jobs. For example, if we sell 3 service tasks for $10,000 on one Job the discount given will be $1,000 when we s...

Why do estimates show potential savings and then not apply them if you sell the membership?

You create an estimate and it shows "Potential savings" as a selling point. You sell a membership (YAY!) so the customer can access the savings. Now, you have to recreate the estimate because the membership is new and doesn't apply to the estimate th...

Has anyone ever had to undismiss a dismissed membership service owed?