Memberships or Service Agreements

Renewing Membership with Different/Upgraded Membership

When renewing a membership and you offer an upgraded membership the recurring services associated with the upgraded memberships aren't added to the membership automatically. For example: Customer was on a Gold Plumbing Only Membership and wants to re...

How to pull report on Customers who have not scheduled their maintenance checks

Is there a way to filter customers who still need to schedule a maintenance check/ recurring service?

Purchase Orders on Memberships

Is there anyway to attach a purchase order to a membership without booking a job? We sub out our filter changes and currently what we are doing is the following:1. Receive invoice from sub for filter change. 2. Book a job attached to the membership. ...

Vote

Vote to bulk renew https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4664

Resolved! Memberships set up and management of multiple HVAC systems

Hi- we have multiple memberships for our clients and are struggling to set them up so that they are applied automatically when appropriate and how to do so with multiple systems. We had a work flow that was assigning the membership when an AC unit wa...

Membership Ongoing from 12 month

Hi! We are attempting to shift our membership agreements from 12 month limited agreements to on going monthly agreements. Is there a way to automatically change all existing memberships to on going monthly without going through each membership indivi...

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

We are not dismissing events prior to cancelling memberships, however, the revenue is not being recognized or it's showing that we should refund the customer. Any ideas as to why?

Service After The Sale Membership

My company provides 2 years of seasonal tune-ups (at no charge) when purchasing an HVAC unit. Is the best way to accomplish to design a membership with a $0 cost? If no, what is the best way in ST to track & schedule? Thank you in advance.

Security Alarm RMR

Has anyone setup their alarm company's RMR billing on ST platform ..

Resolved! Bulk Edit Customer Recurring Serivces

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...

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Posts

Renewing Membership with Different/Upgraded Membership

How to pull report on Customers who have not scheduled their maintenance checks

Purchase Orders on Memberships

Vote

Resolved! Memberships set up and management of multiple HVAC systems

Membership Ongoing from 12 month

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

Service After The Sale Membership

Security Alarm RMR

Resolved! Bulk Edit Customer Recurring Serivces

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