ServiceTitan Memberships – Deferred Revenue
Project Timeline: July-September 2025
After falling behind on deferred revenue management due to staffing shifts, Powerhouse guided this contractor through a membership audit, unlocking $22.5K in previously unrecognized revenue.
Client Challenges
Staffing changes caused management of Recurring Service Events (RSEs) to fall behind, leading to unrecognized deferred revenue and inconsistent membership data. The client needed clarity on how to accurately clean up past RSEs and move forward with confidence.
PCG Solutions
Powerhouse conducted a full membership audit to identify and resolve outdated RSEs, walking the client through the process to dismiss and recognize deferred revenue properly. By simplifying account corrections and providing hands-on guidance, PCG helped this contractor restore accurate reporting and ensure future consistency in membership management.
Our Approach
Guided Revenue Reconciliation
The Powerhouse team leveraged deep ServiceTitan expertise to review and validate each RSE, ensuring every membership record reflected true financial performance. By aligning system actions with accounting best practices, we helped the client achieve accurate, auditable results.
Hands-On Coaching and Collaboration
Powerhouse worked side-by-side with the client’s team, providing clear direction and education on how to manage deferred revenue processes going forward. This collaborative model built confidence and independence within their internal operations.
Streamlined System Management
Beyond cleanup, PCG delivered recommendations for improved workflows to prevent similar issues. Our approach ensures that future staffing changes or system updates won’t disrupt financial tracking or reporting accuracy.
Conclusion
By helping the client reconcile their memberships and recognize $22.5K in deferred revenue, PCG not only restored financial clarity but also empowered the team to maintain sustainable processes. This engagement exemplifies our mission—helping contractors make sense of their software and maximize every dollar of value from ServiceTitan.