Service Titan Knowledge Base

View recurring service eventsLast updated on 03/31/2023

Recurring events are regularly scheduled service visits typically included with memberships. Events include service and customer details to help you efficiently book them into jobs.

Things to know

  • Recurring services are packages of services, like maintenance visits or routine inspections, that are scheduled to occur at a set frequency.

  • Recurring events are individual service visits that are automatically scheduled based on recurring service settings.

  • The date of a recurring event allows you to know when to schedule a service. You set the actual service date when you book the event into a job.

View recurring events in Follow Ups

The Recurring Service Event screen of Follow Ups is where you can view and filter upcoming recurring service events. From there, you can contact customers and book recurring service events into jobs.

View recurring events for a service location

Recurring events are attached to a customer’s service location. You can open a service location record by finding the service location from the Call Booking screen or by searching by location.

In the service location record, go to the Recurring Service Events section. Click a recurring event to open the record. There, you can edit event details.

Note: If there aren’t any recurring service events for a location, the Recurring Service Events section and table won’t be displayed.

View recurring events in custom reports

You can run reports on recurring events using the Recurring Services - Upcoming Appointments custom report template. For more, see Create custom reports.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.