Streamline & Scale

Learn how to configure ServiceTitan Memberships for maximum efficiency and profitability. This session covers best practices for setting up pricing, add-ons, billing cycles, recurring services, and more, to ensure a seamless experience for both customers and your team.

What to expect:

• Membership Billing & Duration
• Discounts & Add-Ons
• Recurring Services
• Billing Cycles
• Streamlining Membership Sales
• Best Practices for Ensuring Effective Setup and Revenue Optimization
• Q&A Session

Why attend:

• In this hands-on 90-minute session, you’ll work in your live ServiceTitan account to streamline your membership setup.

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 Setup for Success, attendees should have the following permissions in ServiceTitan:

1. Edit Membership Type
2. Edit Recurring Service Type
3. Edit Customer Membership
4. Sell or Renew membership from customer or location
5. Access dismiss button on recurring service event page
6. Export Follow ups
7. Pricebook Edit Service

Cost

Tickets go on sale 3/20/25. Happy Spring!

48-hour pre-sale starts at 10am 3/20. $125 per session!

Early-Bird Pricing: $175 per session. Save even more with the series pass for $398! Valid through 4/16/25. 

$199 per session. Valid 4/17/25-4/22/25.