Service Titan Knowledge Base

Verify a customer's membershipsLast updated on 03/22/2022

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


Steps

  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.

  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.


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.