Dispatch needs to know when to reach out to a client for their due membership service. ServiceTitan does not automatically notify dispatch.
Solution
Currently, ServiceTitan does not send you automatic reminders for these upcoming events. It's a good idea to check the Follow Up tab or create a scheduled report to know what Recurring service events are upcoming.
Check Follow Up tab
Go to the navigation bar > Follow Up > Recurring Service Events. This helps find members who have upcoming services to schedule.
Check this section daily to see which recurring events require scheduling.
Go to the navigation bar > Reports > All Reports.
Find one of these reports:
Location Recurring Service with Invoice template Details.
Location Recurring Service Detail Report.
Recurring services by Aging Equipment.
Select the report and click Calendar.
Choose between scheduling a Simple Report and a Flexible Report.
On the Add Details screen that opens, enter the information that applies to the scheduled report and click Next.
On the Select Recipients screen that opens, add the team members you want to receive the report and click Next.
On the Select Cadence screen that opens, set up the frequency of your scheduled report and click Schedule.
Note: You can check in with your Success Manager to confirm if you can set up a reminder for your customers about their upcoming Recurring Service Events using Marketing Pro campaigns.
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.
Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships.
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.
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What it does: Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue.
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