ServiceTitan Membership Management Made Easy

Managing memberships in ServiceTitan should be seamless – and we’re here to show you how.

PCG will walk you through best practices to ensure recurring services are scheduled efficiently, renewals are seamless, and revenue opportunities aren’t missed. Learn how to leverage key tools like the Follow-Up tab, Automated SMS, and bulk booking options to keep your memberships thriving while optimizing technician schedules.

What to expect:

• Optimization of the Follow-Up Tab for RSE Management
• ServiceTitan Tools to Enhance Membership Management
• Viewing & Managing Billing History
• Best Practices for Maximizing Efficiency
• Q&A Session

Why attend:

• In this hands-on 90-minute session, you’ll gain the insight you need to efficiently manage your membership renewals and recurring service events.

Course Requirements:

This training is designed for all experience levels, but a basic knowledge of ServiceTitan memberships is recommended. In order to receive the full value of Membership Management Made Easy, attendees should have the following permissions in ServiceTitan:

1. Edit Customer
2. Can access ST Marketing
3. Edit Campaign
4. Phone Settings
5. Allow bulk booking of recurring service events

Cost

$199 per session. Valid 4/17/25-5/19/25.