--- title: "Manage recurring services" slug: "manage-recurring-services" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:13:19Z published: 2026-10-16T01:13:19Z canonical: "help.servicetitan.com/manage-recurring-services" --- > ## 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 services ## ## Overview Memberships typically include Recurring services, which are service or maintenance visits for a customer’s service location. You can edit a recurring service from the service Location Record. For example, you can change a customer’s weekly landscaping visits from Monday to Wednesday. --- ### ****Who uses this feature**** - Administrators and office employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades Things to know - Based on frequency settings, recurring services generate recurring events, which can then be booked into jobs. - Recurring events appear in the [Upcoming Appointments](/residential-s-r/docs/view-recurring-service-events) section of the *Follow Up* screen based on the filters you set. - The recurring services settings are used to pre-fill job details, but you can [edit job information](/residential-s-r/docs/edit-job-information) if, for example, a preferred technician is unavailable. - If you add a recurring service to an existing membership, the customer is *not* billed. - On a customer’s membership record, click **View Audit Trail** to view all edits to a membership and a membership’s recurring services. This makes it easier to identify who made edits and to resolve customer issues. ## Edit recurring services at a service location 1. [Search for](/residential-s-r/docs/use-search-in-servicetitan) and open the service location record. 2. Go to the *Recurring Services* section and click a recurring service to edit it. ![Overview of recurring services](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-dk1uagwm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) 3. Enter any changes to the recurring service. 1. **Recurring service type:** The type of recurring service. Changing a recurring service type clears the previously entered information in the recurring service record. 2. **Name:** The name of the recurring service as it appears in your system. The name does not appear on the invoice. 3. **Tags:** The tags that are attached to the service location. 4. **Memo:** A note attached to the recurring event and upcoming appointment record. 5. **Invoice template:** The [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:** *Typically, the invoice template total equals $0.00. Recurring services are usually included with a membership, which is billed separately.* 6. **Business Unit:** The business unit associated with the service. This is used in job booking. 7. **Job Type:** The job type associated with the service. This is used in job booking. 8. **Campaign:** The marketing campaign associated with the service. This is used in job booking. 9. **Priority:** The priority set when booking the job. 10. **Preferred Technician:** The preferred technician when booking the job. **Note:** *If a service location has a preferred technician, the recurring service preferred technician takes precedence.* 11. **Job Summary:** The job summary for the service when booking the job 12. **Recurrence Type:** Unit of time the service repeats: 1. Weekly 2. Monthly 3. Seasonal 4. Daily 5. Monthly (On the Nth weekday of the month) 13. **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*, the service occurs every 3 months. 14. **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. ![Form fields for setting seasonal recurrence with selected months and start date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-6s7ppsux.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) > [!NOTE] > **Note:** The day of the month can be edited in the service location’s recurring service record. 15. **Duration Type:** Service is continuous or a fixed number of visits. 16. **From:** The date the recurring service begins. The day of the month is used to set monthly and seasonal recurring events. 17. **# of Total Visits:** If Duration Type is fixed, the total number of visits included with the service. **Tip:** *If the Recurrence Type is Seasonal, the total visits should be equal to the number of Recurrence Months selected.* 18. **First visit already complete:** If a service is performed at the time of purchase, select to subtract one visit from the # of Total Visits. 4. When you’re finished, click **Save**. ## Add a recurring service at a service location You can add a recurring service to a service location by adding it to an active membership at that location. When you add a recurring service to an existing membership, the customer is *not* billed. > **Tip:** If you want to bill a customer for a recurring service, add the recurring service to an invoice or sell the service as a [membership add-on](/residential-s-r/docs/sell-memberships-in-servicetitan-mobile) during the initial membership sign-up. Adding a recurring service to a membership should only be done to correct a mistake or to offer complimentary services to a customer. 1. [Search for](/residential-s-r/docs/use-search-in-servicetitan) and open the service location record. 2. Go to the *Memberships* section and click the membership you want to add a service to. ![Membership details](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-3o0uka80.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) 3. From the membership, click **Edit** > **Add Recurring Service**. 4. From the **Add Recurring Service** dropdown, select the recurring service you want to add then fill out the details. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-gkbn874n.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) 5. When you’re finished, click **Save**. ## Add a preferred technician to a service location When a technician is added as a preferred technician to a service location, that technician is automatically added as the assigned technician for any jobs booked for the location on the Job Booking screen and for all Recurring service events for the location. > **Note:** Don’t add a preferred technician to the service location if you use [Adjustable Capacity Planning](/residential-s-r/docs/adjustable-capacity-planning-acp-overview) (ACP). ACP expects that no technician will be automatically assigned to jobs or recurring service events. Remove the technician from the service location in order for ACP to work as intended. 1. [Search for](/residential-s-r/docs/use-search-in-servicetitan) and open the service location record. 2. Click **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-333zabsu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) > Edit Location**. 3. From the *Preferred Technician* dropdown, select a **Technician**. ![Editing location details for technician selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-services-image-tx7154im.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A48Z&se=2026-11-09T12%3A26%3A48Z&sr=c&sp=r&sig=JL8fBzJctg1G87r4IBiBty3%2B837f2zPgSM3NaH0TbI0%3D) > [!NOTE] > **Note:** The preferred technician is assigned to jobs or recurring service events regardless of whether they have the appropriate skills or Business Unit assigned for the job type selected. 4. When finished, click **Save**. ## ## FAQ --- ### #### Why can’t I add the same Recurring Service to a customer membership for a second time? A Recurring Service can be added to a single membership one time. If you want to add more visits to a customer's membership, you can either increase the total number of visits or edit the recurrence rate of the Recurring Service location. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Memberships Overview](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users) - See [Process membership billing](/residential-s-r/docs/recurring-billing-faq) 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) 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) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [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) 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) 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 legacy daily-cap booking tool that Adaptive Capacity replaces. Sunsetting. **What it does:** Allowed businesses to set manual daily booking limits per Business Unit. Now replaced by Adaptive Capacity. **Also called:** Legacy daily-booking-limit tool **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ACP