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re occurring maintenance

rgoit67
New Contributor III

Help ... trying to find the best way to set up reoccurring maintenance ( storm drain cleaning ) for out commercial customers , and we are new to service titian , any help would be greatly apricated !! 

1 ACCEPTED SOLUTION

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Check out recurring services in Service Titan.  There are a lot of articles in the knowledge base.  This will allow you to set up a service that you want to repeat and you can on the specific customer record add the recurring services and the followup tab will remind you on scheduling them.  Recurring Services are also commonly associated with memberships but dont have to be used with them.  Hope that helps point you in the right direction and then feel free to ask the community if you have specific questions on seeing that up,  Welcome to ST!

Element Mist

View solution in original post

3 REPLIES 3

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Check out recurring services in Service Titan.  There are a lot of articles in the knowledge base.  This will allow you to set up a service that you want to repeat and you can on the specific customer record add the recurring services and the followup tab will remind you on scheduling them.  Recurring Services are also commonly associated with memberships but dont have to be used with them.  Hope that helps point you in the right direction and then feel free to ask the community if you have specific questions on seeing that up,  Welcome to ST!

Element Mist

Thank you so much for your help !

 

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You are very welcome!

Element Mist