---
title: "What is the recommended workflow to create a new recurring service for a job?"
slug: "what-is-the-recommended-workflow-to-create-a-new-recurring-service-for-a-job"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:18:54Z
published: 2026-10-16T01:18:54Z
canonical: "help.servicetitan.com/what-is-the-recommended-workflow-to-create-a-new-recurring-service-for-a-job"
---

> ## 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.

# What is the recommended workflow to create a new recurring service for a job?

## Problem

You want to attach a Job to a new recurring service but don't know how.

## Solution

By following these steps, you create a new recurring service for Job and ensure it's linked.

#### 1. Create a recurring service type

1. 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%3A31%3A41Z&se=2026-11-09T12%3A31%3A41Z&sr=c&sp=r&sig=FBBlnaiD6CTDQOkXNMyzVkZJ%2Ba%2B6l3a%2F%2BccNxssIFBU%3D) **> Invoicing > Recurring service types**.
2. Click **Create Recurring Service Type**.
3. Follow the steps to create a new recurring service type. This sets the foundation for your recurring service.

> [!NOTE]
> **Note:** If you want to use an existing Recurring Service type, skip this step.

#### 2. Add the Recurring Service to a Membership

1. If the customer does not have a membership set up, sell one. For more details, see [Sell memberships from the office](/residential-s-r/docs/sell-memberships-from-the-office).
2. Go to the Customer Membership page.
3. Edit the membership.
4. Add the new recurring service type to the membership. This links your service to a membership plan.

#### 3. Apply the Recurring service event to Your Job

1. Go to the job page.
2. Scroll down to *Recurring service events*.
3. Find the right recurring service event that you want to attach to the job.
4. Click **Mark as complete** to attach the job to the RSE.

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)

When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.

[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)