ServiceTitan Recurring Billing

Project Timeline: November 2024-May 2025

Powerhouse Consulting Group helped a pool service company enable recurring billing for memberships, reducing manual workload and increasing billing consistency across multiple locations.

Client Challenges

This client has previously handled all membership billing manually, requiring significant administrative time and leaving room for inconsistencies across locations. They needed a reliable, scalable way to automate recurring charges within ServiceTitan.

PCG Solutions

Powerhouse Consulting Group configured recurring billing workflows within the client’s membership structure in ServiceTitan. While preparation and coordination took several months, the final recurring billing setup now runs with minimal manual intervention. Despite some unexpected adjustments post-launch, invoices are now successfully billing as intended, and ongoing refinements are improving stability.

Our Approach

Laying the Foundation for Automation

Before enabling recurring billing, our team worked extensively with the client to ensure the membership framework was sound. This preparation included reviewing existing structures, correcting inconsistencies, and developing a setup that could support automation across multiple locations.

Collaborative Testing and Configuration

The recurring billing setup itself took only minutes to implement—but months of planning and coordination ensured it would work correctly. We partnered with the client to validate invoice logic, test scenarios, and prepare the team for live billing, creating alignment across operational and financial roles.

Continued Refinement Post-Launch

As is common with new automations, some users inadvertently changed settings after go-live. PCG remains engaged to address these exceptions and reinforce best practices. Our repetitive approach ensures the system continues to improve and deliver reliable results over time.

Conclusion

Automating recurring billing has been a meaningful operational shift for this client. By reducing manual processes and enabling consistent invoicing across locations, the team can now focus more on growth and less on administrative upkeep. Although some hands-on support is still required, the system is functioning and improving, illustrating how thoughtful configuration and post-launch partnership can drive long-term success with ServiceTitan.