Verify a customer's memberships in ServiceTitan Mobile

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Overview

You can verify if a customer has active memberships directly in ServiceTitan Mobile.


Who uses this feature

  • Technicians

  • Applies to all business types

Verify memberships

  1. Tap into the job from the main dashboard.

  2. Tap Contact details on the Job screen, located to the right of the customer information.

    Note: An M icon next to the Location / Bill To name indicates the location has an active membership.

    Job details, including contact information and directions to the location.

  3. The Customer details screen shows you the customer's memberships, with the dates of each membership. Look for Status to see if the membership is active or expired. Customer details, including membership status and contact information.

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