ServiceTitan Memberships – Heating & Air

Project Timeline: January 2026

PCG helped this contractor restructure complex membership billing and deferred revenue, enabling cleaner financial tracking and a seamless pricing update across 5,000+ active memberships.

Client Challenges

The client managed over 5,000 active memberships across two regions with separate deferred revenue structures and multiple add-ons. They needed to increase pricing but lacked clarity on how changes would impact deferred revenue. Without a clean structure, financial tracking and consistency across plans remained difficult.

PCG Solutions

PCG facilitated multiple working sessions to redesign the client’s monthly deferred revenue structure. Using Excel-based modeling, we visualized the impact of proposed changes and aligned on a simplified, scalable approach. Once approved, we implemented updated pricing, billing templates, and improved deferred revenue configurations for cleaner financial management.

Our Approach

Data Visualization for Decision Making

PCG translated complex deferred revenue scenarios into clear, digestible models using Excel tools. This allowed stakeholders to fully understand the financial impact of changes before implementation, reducing risk and increasing confidence in decision-making.

Structured Membership Redesign

Rather than simply adjusting pricing, we reworked the membership structure to improve consistency across regions and add-ons. This created a cleaner deferred revenue model that supports both current operations and future scalability.

Seamless Implementation and Alignment

After alignment, PCG executed updates to pricing and billing templates within ServiceTitan. We ensured all changes were applied consistently across memberships, minimizing disruption while improving accuracy and long-term maintainability.

Conclusion

This project highlights PCG’s ability to bring clarity to complex financial configurations within ServiceTitan. By combining technical expertise with strategic planning, we helped the client confidently update pricing while improving the integrity of their deferred revenue model.

The impact extended beyond system changes—providing the client with greater visibility, control, and confidence in their membership program. As one team member shared, “Thank you so much for your help. You are such a blessing.”