Setting up a Alert for expiring memberships

New Contributor

Hello everyone- I am trying to figure out how I can set up an alert to be notified when we have a membership that is getting ready to expire. 


New Contributor II

We set all of our memberships up to expire on the first of the month. But if you go to the "Follow Up" icon on the top of your Service Titan page, along the left hand side you can select "Expiring Memberships" and select specific start and end dates so you could filter it for anyone expiring within the next 30 days for example.

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't think you can do an alert, but you could schedule a report.  The active memberships report has a column for "Remaining Duration" that you could add on to see which memberships are expiring.


Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning