Renewal vs New Sale On Memberships

New Contributor II

It would be nice if Service Titan would make it so a technician cannot "sell" a new membership if there is an existing one in the last 6 months even if it is expired. I wish it would make them "renew" the membership, not sell a new one. Otherwise it messes up the new sales vs renewal numbers as well as technician spiffs. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Agree with this idea (and went and voted), but one thing ST will need to consider is people with multiple memberships. We have a membership for plumbing and for hvac, so as long as it know which TYPE you are trying to renew, then it should be okay!


Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

I agree. We have multiple departments that use memberships, so maybe making this feature optional would work as well. Something you would select in settings.

New Contributor II

Here is the ID:  COMMUNITY-I-1961

Thanks for the input! We do use the tags but I'm not sure we are using them right to auto-populate when a membership has expired. 

Former Titan


Jessica is right. Another tip I'd add here would be to try using membership tags. For example, if a tech sees a renewal tag, they should easily know to sell a renewal membership versus sell a new membership. 

Additionally, “potential membership renewal” vs “potential member” should point to the right action to take here.

Engagement Manager
ServiceTitan Community Team

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is a great idea! Share this idea with ServiceTitan's Product team via the Ideas board. Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so we can upvote your idea!

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Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions