--- title: "Recurring Services for Aging Equipment report" slug: "recurring-services-for-aging-equipment-report" updated: 2026-10-15T01:19:19Z published: 2026-10-15T01:19:19Z canonical: "help.servicetitan.com/recurring-services-for-aging-equipment-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Recurring Services for Aging Equipment report ## Overview The Recurring services for Aging Equipment report can be used to identify replacement opportunities, helping customers update their equipment and boosting revenue. Run reports to identify aging equipment allowing you to prioritize the scheduling of these Recurring service events and alerting technicians when booking jobs. --- ### #### Who uses this feature - Customer service representatives (CSRs) and managers ## Things to know - Equipment items must be tied to a membership to track their age from recurring service events. For more on membership and equipment, see [Attach equipment to memberships](/v1/docs/attach-equipment-to-memberships-from-the-office). - You can set the replacement age of equipment types by going to **Pricebook** > **Equipment Type**. ## Run report The Recurring Services for Aging Equipment report displays upcoming recurring service events for equipment tied to recurring services. You can filter for recurring service events with the highest potential replacement opportunities and book them into jobs: 1. Go to the navigation bar and click **Reports**. 2. In the side menu, click **All Reports**. 3. Click the **Recurring Services by Aging Equipment** report to open it. > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-services-for-aging-equipment-report-image-xkdevwnc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A49Z&se=2026-10-31T02%3A36%3A49Z&sr=c&sp=r&sig=XppUIBGCrL1Dzb1TzKZZl4N2rUAP41qF92ths4vRCIY%3D)* 4. Enter a date range of installation dates in the **Install From** and **Install To** fields. > [!NOTE] > **Note:** To include all installed equipment, select **Ignore Filter By Install Date**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-services-for-aging-equipment-report-image-vsg5paw2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A49Z&se=2026-10-31T02%3A36%3A49Z&sr=c&sp=r&sig=XppUIBGCrL1Dzb1TzKZZl4N2rUAP41qF92ths4vRCIY%3D) 5. Click the **Equipment Type** dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-services-for-aging-equipment-report-image-w0qoug4u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A49Z&se=2026-10-31T02%3A36%3A49Z&sr=c&sp=r&sig=XppUIBGCrL1Dzb1TzKZZl4N2rUAP41qF92ths4vRCIY%3D) 6. When you’re done setting your filters, click **Run Report**. ## Understand report results Your report results display in a table based on the filters you set. The report includes the following columns: - **Equipment Name:** Name of the equipment item as it appears in your pricebook - **Equipment Type:** Type of equipment as defined in your pricebook - **Manufacturer:** Manufacturer of the equipment item - **Model:** Model number of the equipment item - **Serial Number:** Serial number of the installed equipment item - **Installed On:** Date the equipment item was installed at the service location - **Customer Name:** Name of the customer - **Next Recurring Service Date:** Date of the next recurring service event - **Next Recurring Service Event Name:** Recurring service event attached to the equipment - **Active Memberships:** Membership types attached to the equipment that are active - **Active Recurring Services:** Recurring service types attached to the equipment that are active - **Custom Equipment Fields:** Names of custom fields attached to the equipment Click an entry in the **Next Recurring Service Date** column to open the recurring service event record in a new tab. From there, you can book the recurring service event into a job. ## Customize and schedule your report You can [arrange and filter your results](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) to narrow the focus of your report. You can also [schedule the report](/construction/docs/schedule-reports) to be delivered by email on a regular basis. ## Want to learn more? - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Equipment report template](/v1/docs/equipment-report-template) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)