Service Titan Knowledge Base

Recurring Services - Upcoming Appointments report templateLast updated on 03/22/2022

Use the Recurring Services - Upcoming Appointments template to create reports on recurring service events to help manage and review membership service jobs. Each row in the report represents a recurring service event.

Example Recurring Services reports:

  • Run a report on how many recurring service events were booked into jobs for a given season.

  • Schedule monthly reports on material items that appear on recurring service invoice templates, like filters or refrigerant, to manage inventory for upcoming service visits.


Things to know


Create a Recurring Services report

Follow the steps to create a custom report based on the Recurring Services - Upcoming Appointments template.

By default, the Recurring Services template includes these columns:

  • Recurring Service Name—Recurring service type the recurring service event is created from

  • Membership Type—Membership type associated with the recurring service event

  • StatusStatus of the recurring service event

  • Last Follow Up Date—Most recent date an attempt was made to contact the customer

  • Recurring Service Event Date—Date of the recurring service event

  • Customer Name—Name of the customer on the recurring service event

  • Location Name—Service location name for the recurring service event

  • Location Address—Service location address for the recurring service event

You can customize the report by selecting additional columns from these sections:

  • Recurring Service Basics—Details from the recurring service record, such as number of visits, visits remaining, membership status, etc.

  • Recurring Service Event Details—Information about the recurring service event, including follow up attempts and last follow up notes

  • Recurring Service Invoice Template Details—Details from the recurring service’s invoice template which is used to generate invoices for recurring service jobs. This section includes item details, such as item type, item name, item description, item unit price, etc. 

  • Customer and Location Details—Details about the customer and service location attached to the recurring service, such as customer address, customer phone, customer email, location address, location phone, location email, preferred technician, etc. 

  • Job Information—Details from the recurring service job record, such as job type, job status, job scheduled date and time, assigned technicians, etc.


Run a report

Before running the report, set filters to narrow your results:

  1. From the Recurring Service Type dropdown, select which recurring service types you want to include in the report. The report filters for recurring service events generated from the recurring service types selected.

  2. From the Membership Type dropdown, select which membership types you want to include in the report. The report filters for recurring service events associated with the membership types selected.

  3. From the Membership Status dropdown, select which membership statuses to filter for: Active, Suspended, Expired, Canceled, or Deleted.

  4. From the Recurring Service Event Status dropdown, select which recurring service event statuses to filter for:

    • Not Attempted—No one has tried to contact the customer yet

    • Unreachable—Customer did not respond to contact attempts

    • Dismissed—No job was booked and the recurring service event was dismissed

    • Contacted—Customer was successfully contacted, but no job was booked

    • Job: Scheduled—Recurring service event was booked into a scheduled job

    • Job: In Progress—Recurring service event was booked into a job that is in progress

    • Job: Completed—Recurring service event was booked into a job that was completed

    • Job: Canceled—Recurring service event was booked into a job that was canceled

  5. Click the Filter By dropdown and select which date type to report on:

    • Recurring Service Event Date—Date of the recurring service event

    • Job Scheduled Date—If the event was booked into a job, date of the scheduled job

    • Last Follow Up Date—Most recent date an attempt was made to contact the customer

  6. Click the From - To calendar fields to set a date range for your selection from the Filter By dropdown. You can:

    • Use the calendar to select a specific date range and click Apply.

    • Use the left menu to select a preset date range:

      • Today—From 12:00 AM to the current time

      • Yesterday—Previous day, from 12:00 AM to 11:59 PM

      • Last 7 Days—Previous seven days, including the current date

      • Last 14 Days—Previous 14 days, including the current date

      • Last 30 Days—Previous 30 days, including the current date

      • Month to Date—From the first of the current month to the current day

      • Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.

      • Last 90 Days—Previous 90 days, including the current date

      • This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      • Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      • Quarter to Date—From the first day of the current quarter to the current day

      • Year to Date—From January 1 of the current year to the current day

      • Last 365 Days—Previous 365 days, including the current date

  7. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.




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