Turn One-Time Calls Into Recurring Revenue
Maintenance agreements are one of the most powerful revenue streams in the trades – and one of the most mismanaged in Service Titan.
Renewals fall through the cracks, agreement revenue doesn’t show up in reports, and scheduling never gets tied to the contract. We build the infrastructure that makes memberships actually work.
A Complete Membership & Agreement System
From building your membership tiers to automating renewals and connecting agreements to dispatch we configure Service Titan so your recurring revenue earns itself.
Membership Type Configuration
- Build out membership tiers single-system, whole-home, multi-trade, VIP based on your business model
- Define included services, visit frequencies, and member discount structures per plan
- Configure member pricing rules so discounts apply automatically at the point of sale
- Align membership structure with how your CSRs sell and your dispatchers schedule
Agreement Tracking & Revenue Visibility
- Configure agreement records so recurring revenue is captured and tracked inside Service Titan
- Set up deferred revenue recognition tied to visit completion
- Build reporting to track active agreements, revenue per agreement type, and expiring contracts
- Surface attachment rates so you know how many customers are converting to members at the point of service
Renewal Automation & Follow-Up Workflows
- Configure renewal reminders so expiring agreements don’t slip through the cracks
- Set up automated notification triggers tied to contract end dates
- Build the CSR workflow for outbound renewal calls and inbound agreement questions
- Establish a clear process for lapsed agreements win-back versus writeoff
Dispatch & Scheduling Integration
- Connect active agreements to job scheduling so maintenance visits are tracked against the contract
- Configure priority dispatch settings for members where applicable
- Set up job types and tags that distinguish agreement work from standard service calls
- Ensure technicians can see membership status on every job they’re assigned
How We Build Your Membership Program
We map your current membership structure (or help you design one from scratch), define the visit schedules, discount rules, and pricing tiers, and confirm everything before we build a single thing in Service Titan.
We configure your membership types, agreement records, renewal automation, and dispatch integrations inside Service Titan. Every setting is built to match how your team actually sells, schedules, and tracks work – not a generic template.
We train your CSRs on how to present and sell memberships, your dispatchers on how to schedule agreement work, and your office team on how to run renewal reports and process renewals. You leave with a program that runs without you chasing it.