Overview
The Recurring Service Events (RSEs) screen in Follow Ups 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.
Who uses this feature
Administrators and office employees
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Things to know
Recurring service events 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 displays. You can add a preferred technician by editing recurring services.
To attach a Recurring service event to an already booked job, the jobs' invoice should be on 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 displays a list of logged follow-ups and any event dismissal information.
View and filter recurring service events
Go to the navigation bar and click Follow Up.
In the side panel, click Recurring Service Events.
Add filters and sort columns to customize your view:
Use the following filters to find specific recurring service events.
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 checking the corresponding boxes.
Booking Availability: Select between Bookable and Not Bookable service events.
Note: Bookable events are the ones where all the required information is completed. Non-bookable events are events that miss required job details.
Preferred Technician: Select preferred technicians from the list.
Business Unit: Select BUs from the list.
Customers: Select the customer records from the list.
Zip: Type the desired zip code in the search field, then click Add > Apply to filter by zip.
City: Type 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.
By default, the table displays 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.
Click Edit Columns to reorder, hide, show, or lock columns. The edits only apply to your account.
Click Export to upload the RSEs table in the Excel, PDF, or CSV format.
Note: Currently, the Address column in the exported RSUs table combines Address, City, and Zip.
Book recurring service events into jobs
From your filtered recurring service events results, you can book recurring events into jobs:
From the Recurring Service Events screen, click the recurring event you want to book.
The Recurring Service Event record opens in a new browser tab.Click the customer phone number or email address to contact the customer to book the recurring event into a job.
If the customer is ready to book the recurring event, enter any additional job details and click Book Job. For more information, see Book a job. If you're unable to book the recurring event into a job, log a follow-up.
Note: If the Recurring Service Event is attached to a membership with Suspended status, you will be notified before you book the event into a job.
Tip: You can also use Actions > Book Event to book an event to a job.
Take bulk actions on recurring service events
Perform bulk actions, such as booking events into jobs or dismissing them to save time and manual clicks:
On the Recurring Service Events screen, select the events you want to take bulk actions on.
Click Book Events to book events into jobs in bulk, or
Click Dismiss Events to dismiss events in bulk.
Note: Dismissing deferred revenue memberships will recognize revenue based on revenue recognition selections in Settings > Membership Types.
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:
From the recurring service event, click Log a follow-up.
Enter follow-up details in the Notes field or click the Log Templates dropdown and select a prewritten message.
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.
When you're done logging the follow-up, click Save.
Want to learn more?
Visit ServiceTitan Academy to enroll in Follow Up Screen Overview