--- title: "Identify replacement opportunities with recurring service events" slug: "identify-replacement-opportunities-with-recurring-service-events" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:14:13Z published: 2026-10-16T01:14:13Z canonical: "help.servicetitan.com/identify-replacement-opportunities-with-recurring-service-events" --- > ## 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. # Identify replacement opportunities with recurring service events ## Overview Recurring service events for aging equipment can be used to identify replacement opportunities, helping customers update their equipment and boosting revenue. Run reports to identify aging equipment or view equipment age in Follow Ups, to help prioritize the scheduling of these recurring service events and alerting technicians when booking jobs. --- ### ****Who uses this feature**** - Customer service representatives (CSRs) and managers - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - Equipment items must be tied to a membership to track their age from recurring service events. For more on membership and equipment, see [Attach equipment to memberships](/residential-s-r/docs/attach-equipment-to-memberships-from-the-office). - You can set the replacement age of equipment types by going to **Pricebook** > **Equipment Type**. ## Book recurring service event jobs for aging equipment ## In Follow Ups, the *Recurring Service Events* screen includes equipment age. When booking recurring service events into jobs, you can give preference to equipment approaching replacement age: 1. Go to [recurring service events](/residential-s-r/docs/view-recurring-service-events). 2. In the *Equipment Age* column header, click ⏷. The table sorts by equipment age. 3. Click a recurring service event for aging or expired equipment. The *Recurring Service Event* record opens in a new tab. 4. Add job details, including any tags to alert the technician of a Replacement opportunity. > [!NOTE] > **Note:** Equipment items that have reached their replacement age automatically include a replacement tag. You can also add this tag manually for aging equipment. ![replacement opportunity](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-replacement-opportunities-with-recurring-service-events-image-pif2krni.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) 5. Click **Book Job**. ## Run the Recurring Services for Aging Equipment report The Recurring services for Aging Equipment report displays upcoming recurring service events for equipment tied to recurring services. You can filter for recurring service events with the highest potential replacement opportunities and book them into jobs: 1. Go to the navigation bar and click **Reports**. 2. In the side menu, click **All Reports**. 3. Click the **Recurring Services for Aging Equipment** report to open it. > [!TIP] > **Tip:** Type the first few letters in the search bar to find the report. 4. Enter a date range of installation dates in the **Install From** and **Install To** fields. > [!NOTE] > **Note:** To include all installed equipment, select **Ignore Filter By Install Date**. ![Ignore Filter By Install Date](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-replacement-opportunities-with-recurring-service-events-image-a6h1uabn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) 5. Click the **Equipment Type** dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types.![Dropdown menu showing selected equipment types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-replacement-opportunities-with-recurring-service-events-image-bbuyk3n4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) 6. When you’re done setting your filters, click **Run Report**. ## Understand report results Your report results display in a table based on the filters you set. The report includes the following columns: - **Equipment Name**: Name of the equipment item as it appears in your pricebook - **Equipment Type**: Type of equipment as defined in your pricebook - **Manufacturer**: Manufacturer of the equipment item - **Model**: Model number of the equipment item - **Serial Number**: Serial number of the installed equipment item - **Installed On**: Date the equipment item was installed at the service location - **Customer Name**: Name of the customer - **Next Recurring Service Date**: Date of the next recurring service event - **Next Recurring Service Event Name**: Recurring service event attached to the equipment - **Active Memberships**: Membership types attached to the equipment that are active - **Active Recurring Services**: Recurring service types attached to the equipment that are active - **Custom Equipment Fields**: Names of custom fields attached to the equipment Click an entry in the *Next Recurring Service Date* column to open the recurring service event record in a new tab. From there, you can book the recurring service event into a job. ## ## Want to learn more? - See [Run, filter, and export reports](/residential-s-r/docs/run-filter-and-export-reports) - See [Equipment report template](/v1/docs/equipment-report-template) - See [Schedule reports](/residential-s-r/docs/schedule-reports) 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) When an installed equipment item reaches the replacement age of that equipment type, a replacement opportunity tag displays on jobs and the customer's service location record. A replacement opportunity is a job with a replacement opportunity tag that is not marked as No charge. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) 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) 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)