Mastering ServiceTitan ServiceTitan Memberships and Service Agreements: Navigating Setup and Management
Oct 17, 2024
Kathy Nielsen, the Owner of Operations Excellence, LLC and known as "Chicken Lady Speaks," brings nearly a decade of expertise in ServiceTitan operations. She dives into the nuances of memberships versus service agreements, emphasizing their importance for customer retention and stable revenue. Kathy shares best practices to minimize admin headaches and keep clients engaged, along with valuable do's and don'ts for setting up memberships. Her insights on effective management and training technician skills through maintenance memberships are invaluable for service businesses.
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Memberships vs. Service Agreements
- Memberships are better for residential customers (B2C).
- Service agreements suit commercial clients (B2B) with varied facility needs.
The Farming Analogy
- Kathy Nielsen uses a farming analogy to explain the importance of client lifecycle management.
- Memberships/agreements ensure a steady revenue stream by keeping clients engaged at all stages.
Membership Structure
- Structure memberships around the number of systems to streamline booking/scheduling.
- This pre-fills visit duration, preventing errors and ensuring accurate technician allocation.