---
title: "Create and edit recurring service types"
slug: "create-and-edit-recurring-service-types"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:12:13Z
published: 2026-10-16T01:12:13Z
canonical: "help.servicetitan.com/create-and-edit-recurring-service-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and edit recurring service types

## Overview

Recurring services are regular service visits that are typically included with memberships, for example, weekly pool cleanings or seasonal HVAC maintenance. Recurring service events are generated based on the Recurring service type frequency. Go to *Follow Ups* to review upcoming recurring service events and book them into jobs.

---

### 

****Who uses this feature****

- Administrators and office employees
- Applies to all business types
- Applies to all trades

Things to know

- Recurring services generate recurring events based on the frequency settings of the service.
- View the [Recurring Services Events](/residential-s-r/docs/view-recurring-service-events) screen in Follow Ups. There, they can be booked into jobs.
- Recurring services and events appear on the customer’s service Location Record, not the Customer Record.
- A membership can include multiple recurring services.
- A recurring Service Type can be attached to multiple Membership types.

## Create a recurring service type

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D).
2. From the side panel, go to **Invoicing** > **Recurring Service Types**.
3. From the *Recurring Service Types* screen, click **Create Recurring Service Type**.
4. Enter the service information in the *Add a Recurring Service Type* form: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-k7thpaf7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)
  1. **Recurring Service Basics:**
    1. **Name**: Name of the recurring service as it appears in your system. The name does not appear on an invoice.
    2. **Tags**: Tags that are attached to the service location
    3. **Invoice template:** [Invoice template](/residential-s-r/docs/create-and-edit-invoice-and-billing-templates) includes the services performed during the recurring event. This is used to generate the invoice for the recurring event.

> [!TIP]
> **Tip:** Typically, the invoice template total equals $0.00. Recurring services are usually included with a membership, which is billed separately.
    4. **Display Name**: Name that is displayed externally in the Customer Portal.
    5. **Estimated Labor Cost**: Estimated total hourly wage paid to technicians for one recurring service event.
  2. **Job Type Details:**
    1. **Business Unit**: Business unit associated with the service. This is used in job booking.
    2. **Job Type**: Job type associated with the service. This is used in job booking.
    3. **Arrival Window**: Select the arrival window interval that you want the recurring service event to be booked at when booking a job.

> [!NOTE]
> **Note**: Account configuration may be required to use this setting. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
    4. **Job Start Time**: Select the time that you want the recurring service event to start once it's booked into a job.

> [!NOTE]
> **Note:** Account configuration may be required to use this setting. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
    5. **Priority**: Priority set when booking the job
    6. **Campaign**: Marketing campaign associated with the service. This is used in job booking.
    7. **Job Summary**: Job summary for the service when booking the job.
  3. **Schedule Settings:**
    1. **Recurrence Type**: Unit of time the service repeats:
      1. Weekly
      2. Monthly
      3. Seasonal
      4. Daily
    2. **Recurrence Interval**: How often the service is performed based on the recurrence type. For example, if the Recurrence Type is *Monthly* and the Recurrence Interval is *3*, then recurring events are scheduled every 3 months.
    3. **Recurrence Months**: If the Recurrence Type is *Seasonal*, recurring events are scheduled for every selected month on the day of the month the membership is purchased. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-4hj3zchx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)

> [!NOTE]
> **Note:** The day of the month can be edited in the service location’s recurring service record.
    4. **Duration Type**: Service is continuous or a fixed number of visits
    5. **# of Total Visits**: If Duration Type is fixed, the total number of visits included with the service

> [!TIP]
> **Tip:** If the Recurrence Type is Seasonal, the total visits should be equal to the number of Recurrence Months selected.

> **Note**: If a membership type has recurring service types that are set to number of visits, Deferred revenue will not calculate correctly if you set it to have an ongoing duration.
    6. **First visit already complete**: If a service is performed at the time of purchase, select to subtract one visit from the # of Total Visits
    7. **Auto-adjust events based on previous completion date**: For daily recurring service types only. When enabled, it does not generate a new recurring service event until the current one results in a completed job or it’s dismissed. If a service is completed ahead of schedule, the next event is scheduled based on the job completion date. For example, if a daily recurring service event scheduled for August 10 is actually completed on August 8, the next recurring event is scheduled for August 9.

> [!NOTE]
> **Note:** This feature can only be enabled when creating a new daily recurring service event type. The setting cannot be edited.
5. When you’re done, click **Save**.

## Edit a recurring service type

1. From the side panel, go to **Invoicing** **> Recurring Service Types**.
2. Click **Edit** next to the recurring service type you want to edit.
3. Make your changes in the *Recurring Service Type* record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-lyhgjxyr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)
4. When you’re done, click **Save.**

## Deactivate or reactivate a recurring service type

To deactivate a recurring service type you no longer need:

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D).
2. From the side panel, go to **Invoicing** > **Recurring Service Types**.
3. Check the box next to the recurring service type you want to deactivate. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-ksg3dwok.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)
4. Click **Deactivate**.
5. A pop-up box will open asking you to confirm you want to deactivate the recurring service type. Click **Deactivate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-m3vr7d4f.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)

To reactivate an inactive recurring service:

1. On the *Recurring Service Types* page, click the **Status** filter and then click **Inactive**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-5vxcwhon.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D) The list will refresh, displaying only inactive recurring service types.
2. Check the box next to the recurring service type you want to reactivate.
3. Click **Activate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-mk2qd5cw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)
4. A pop-up box will open asking you to confirm you want to reactivate the recurring service type. Click **Activate**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-recurring-service-types-image-8g1foxgm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D)

## 

## FAQ

---

### 

#### How far in the future can I book recurring events?

By default, this configuration is set to 12 months. To view or edit default job settings for a recurring service, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A59Z&se=2026-11-09T12%3A17%3A59Z&sr=c&sp=r&sig=rpvr1L%2FQ0mmluKxnWSxW67JTqeHk%2BvZXD%2Bm8e8FVS%2BE%3D) **> Invoicing > Recurring Service Types**. The limit of this configuration is 36 months, however booking recurring service events past 12 months may impact your account performance and is not recommended for most ServiceTitan accounts.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in the [Memberships Overview](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users)
- See [Manage recurring services](/residential-s-r/docs/manage-recurring-services)

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.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

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.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

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.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A self-service web portal where customers can view job history, request service, make payments, and communicate with the business.

**What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records.

**Also called:** Customer self-service, Online portal

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The time range communicated to a customer for when a technician will arrive.

**What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores.

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** deferred income