Service Titan Knowledge Base

How to mark a recurring service as completeLast updated on 03/22/2022

While you are at a customer job site, you may have time to perform work related to the customer’s membership. By marking a recurring service as complete, you will make sure that the office does not schedule unnecessary work, or work that you have already performed.

Note: You may mark any recurring service as complete as soon as you add a membership to an invoice.


Steps

  1. Tap History.

  2. Tap Recurring services.

  3. Tap into the applicable service.

  4. Tap Mark Complete.

  5. Once you tap Mark Complete, you will see a Done notification at the bottom of the page. To clear this notification, click Hide (located next to Done).



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