--- title: "Manage recurring service events" slug: "manage-recurring-service-events" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-28T20:02:44Z published: 2026-10-28T20:02:44Z canonical: "help.servicetitan.com/manage-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. # Manage recurring service events ## Overview The *Recurring service events* screen in *Follow Up* is where you can manage membership events and book them into jobs. You can filter recurring events, contact customers directly, and log follow-up notes. [KB - Manage Recurring Service Events Video](https://fast.wistia.net/embed/iframe/sgcb4uw813?web_component=true&seo=true&videoFoam=false) --- ### ****Who uses this feature**** - Administrators, CSRs, and Dispatchers #### Feature configuration - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - Recurring service events (RSEs) are individual service events that are automatically scheduled based on recurring service settings. They're typically included with a membership. - The date of a recurring event lets you know when to schedule a service. You set the actual service date when you book the event into a job. - If an upcoming recurring event has preferred technicians for the service location and the recurring service, only the recurring service preferred technician is shown. You can add a preferred technician by [editing Recurring services](/residential-s-r/docs/manage-recurring-services#edit-recurring-services-at-a-service-location). - To attach a recurring service event to an already booked job, the jobs' invoice should be in *Pending* status. - By default, recurring service events will populate up to 12 months, 364 days into the future. - The bottom of the recurring service event record shows a list of logged follow-ups and any event dismissal information. ![Summary of service event with details about customer communication and follow-up options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-cphd39ka.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) ## View and filter recurring service events 1. Go to the navigation bar and click **Follow Up**. 2. In the side panel, click **Recurring Service Events**. ![RSE gif](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-474loyf2.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 3. Add filters and sort columns to customize your view: - Use the filters to find specific recurring service events. For a description of each filter, see [Filter options](/residential-s-r/docs/manage-recurring-service-events#filter-options) below. ![Overview of recurring service events with membership status options and technician details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-ibwb6lm8.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) - By default, the table shows recurring service events chronologically. Click a column header to sort by that column. For example, click the **Recurring Service** column to list recurring events alphabetically by recurring service name. ![Table displaying recurring service events with highlighted service type and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-uhh9492z.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) - Click **Edit Columns** to reorder, hide, show, or lock columns. The edits only apply to your account. ![Overview of recurring service events with overdue notifications and booking statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-0xwmus2d.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) - Click **Export** to upload the RSEs table in the *Excel, PDF*, or *CSV* format. > [!NOTE] > **Note:** The *Address* column in the exported RSUs table combines *Address, City*, and *Zip*. ![Table displaying recurring service events with dates, services, and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-2ttxd30f.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) ### Filter options | Filter | What it does | | --- | --- | | **Date range** | Select a date range from the calendar to view more recurring events. When you update the filters, click **Apply** to refresh and apply the filters to the recurring service events table. | | **Recurring service type** | Select the desired recurring service types from the list by clicking the corresponding boxes. | | **Booking Availability** | Select between **Bookable** and **Not Bookable** service events. For more, see [Book a recurring service event into a job](/residential-s-r/docs/manage-recurring-service-events#book-a-recurring-service-event-into-a-job) below. | | **Preferred Technician** | Select preferred technicians from the list. | | **Business Unit** | Select the business units from the list. | | **Customers** | Select the customer records from the list. | | **Zip** | Enter the desired zip code in the search field, then click **Add > Apply** to filter by zip. | | **City** | Enter the desired city in the search field, then click **Add > Apply** to filter by city. | | **Zone** | Select the zones from the list. | | **Membership Status** | Select the desired membership status from the list. If you want to exclude events tied to canceled memberships, exclude *Canceled* and *Deleted* statuses from the filter. | | **Recurring Service Tags** | Filter by tags applied to recurring services. | | **Location Tags** | Filter by tags applied to locations. | ## Book a recurring service event into a job *Bookable* events have all the necessary information and can be scheduled as a job without issue. *Not Bookable* events are missing one or more required details and cannot be scheduled as a job until those details are provided. To resolve this, update the recurring service associated with the event. Common missing fields include: - **Business Unit** - **Job Type** - **Campaign** - **Arrival Window** - **Job Start Time** After you complete these fields, the event will become bookable. To book the event into a job: 1. Go to the navigation bar and click **Follow Up**. 2. In the side panel, click **Recurring Service Events**. 3. Use the [filters](/residential-s-r/docs/manage-recurring-service-events#view-and-filter-recurring-service-events) to find the recurring event you want to book then click it.![Table displaying recurring service dates and customer details for electrical services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-ettl1mpu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 4. Click the customer phone number or email address to contact the customer. ![Recurring service event for water filter replacement scheduled for March 3, 2020.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-xfeoyt0s.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 5. If the customer is ready to book the recurring event, enter any additional job details and click **Book Job**. For more, see [Book a job](/residential-s-r/docs/book-a-job). If you're unable to book the recurring event into a job, [log a follow-up](/residential-s-r/docs/manage-recurring-service-events#log-a-followup-for-a-recurring-service-event). > [!NOTE] > **Note:** If the recurring service event is attached to a membership with *Suspended* status, you’ll be notified before you book the event into a job. ![Confirmation prompt for booking a job with suspended membership warning message.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-qo9iojph.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) > [!TIP] > **Tip:** You can also click **Actions > Book Event** to book an event to a job. ![User interface displaying recurring service events with options to book or dismiss events.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-c9c9gfb1.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) ## Take bulk actions on recurring service events 1. Go to the navigation bar and click **Follow Up**. 2. In the side panel, click **Recurring Service Events**. 3. Use the [filters](/residential-s-r/docs/manage-recurring-service-events#view-and-filter-recurring-service-events) to find the recurring events you want to take bulk action on then select them. ![Interface displaying recurring service events with options to book or dismiss events.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-ecmguwem.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) ### Dismiss events in bulk Click **Dismiss Events** to dismiss selected events in bulk. > [!NOTE] > **Note:** Dismissing Deferred revenue memberships will recognize revenue based on revenue recognition selections in **Settings > Membership types**. ### Book events in bulk Click **Book Events** to book selected events into jobs in bulk. > [!NOTE] > **Note:** On the *Book Jobs* screen, you can optionally complete the following information to override details of the selected visits before booking them into jobs: > > - **Start Date:** Select a start date for the event. If left blank, the selected visits are scheduled for the first date of their visit windows or the current date, whichever is greater. > - **Technician:** If applicable, assign a technician or technicians to the job. > > If you want to send a booking job confirmation message to the customers, make sure to turn on the **Book with Confirmation** toggle. This only notifies customers who have notifications enabled. ## Log a follow-up for a recurring service event Follow-ups help your team stay on top of booking recurring service jobs and improve customer relations. If you're unable to contact a customer, they aren't ready to book a job, or they no longer want the service, log a follow-up: 1. From the recurring service event, click **Log a follow-up**. ![Job booking interface showing HVAC inspection details and follow-up options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-54nucjnr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 2. Enter follow-up details in the **Notes** field or click the **Log Templates** dropdown and select a prewritten message. ![Interface for logging customer interactions with options for follow-up and notes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-hq7vbmk3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 3. Add any additional follow-up details: - **Successfully reached the customer:** Select if you contacted the customer. - **Copy to Customer Notes:** Select to add follow-up notes to the customer record. - **Copy to Location Notes:** Select to add follow-up notes to the service Location Record. - **Change Recurring Service Event Date:** Click to select a new recurring service event date. The new date is reflected in the *Recurring Service Events* screen of *Follow Ups*. ![Calendar interface showing selected date of January 21, 2020, for scheduling.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-service-events-image-516key1g.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A27Z&se=2026-11-09T12%3A29%3A27Z&sr=c&sp=r&sig=Q4R4u2SqBJIkWHfw%2FpgP0nNU2TqlB7A7GHwYITkLng4%3D) 4. When finished, click **Save**. ## FAQ --- ### #### When you book recurring service jobs (membership appointments), can extra services (non-membership items) be added to the invoice? Yes, once the recurring service is booked, non-membership items can be added to the invoice. While a technician is performing a recurring service, the customer may ask for additional work to be performed while the technician is at the job site. These items should be added to the invoice. Any items added to the invoice will be treated as a regular charge to the customer (not as part of membership billing). #### How do we remove recurring events from the location profile if updating the membership status doesn’t remove them? If the recurring event, regardless of job status, is booked into a job or if a follow-up is logged in, it will stay visible on the location even after the membership is expired or been canceled. The exception to this is to delete a membership, which should deactivate all associated events regardless of event status. If changing the membership status doesn't remove the recurring events, dismiss them by going to the customer or location profile, and clicking **Recurring Service Events > Dismiss**. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Follow Up Screen Overview](https://servicetitan.docebosaas.com/academy/learn/courses/342/Follow-Up-Screen-Overview) - See [View recurring service events](/residential-s-r/docs/view-recurring-service-events) 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 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) 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 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) 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)