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Recurring Revenue

ServiceTitan Membership Setup

ServiceTitan membership program setup creates the system for selling, billing, scheduling, renewing, and reporting on recurring service agreements. The operating details matter: plan terms, billing rules, renewal handling, included visits, technician visibility, and exception ownership must work together inside ServiceTitan. TradeWeave's certified consultants design and implement that connected workflow and define the reports used to monitor enrollment, fulfillment, renewal, and revenue. Performance depends on the offer, pricing, customer base, sales process, service delivery, billing accuracy, and retention practices.

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In plain English

What we do
Build predictable recurring revenue.
When you need it
Membership performance depends on connected visibility, renewal, billing, fulfillment, and exception workflows.
What you get
Tiered membership program design · Automated billing and renewals · Visit scheduling automation
Why TradeWeave

Why choose TradeWeave for Membership Setup

Membership performance depends on connected visibility, renewal, billing, fulfillment, and exception workflows. Gaps in those handoffs can create missed renewals, billing issues, or poor customer experiences.

We configure the membership workflow inside ServiceTitan: tiered program design, supported billing and renewal rules, visit scheduling and reminders, technician mobile access, and reporting. We document owners and exception paths so each handoff can be monitored.

What you get
Tiered membership program design
Automated billing and renewals
Visit scheduling automation
Technician mobile workflow setup
Renewal rate tracking dashboards
Membership revenue reporting
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Who you'll work with

Certified providers and operators, not account managers.
Dean Mainardi
Co-Founder
Moroni Montuy
Co-Founder, Chief Strategy Officer
Charlie Vecchio
Chief Executive Officer
Victoria Hall
Chief Operations Officer
Pon Songsamayvong
Chief Marketing Officer
Craig Sirulnik
Data Migration Specialist
Ahmed Siddiqui
Sales Consultant
Taofiq Oukpedjo
Sales Consultant
Case study · Roofing
Guaranteed Roofing & Fencing
Sylas Smith · Owner

"I don't know how any roofer could make this transition successfully without a group like TradeWeave. If you're moving to this platform, I don't know how you'd do it without them."

Read the roofing story →
FAQ

Common Questions

What does a ServiceTitan membership program setup include?

TradeWeave configures tiered program structure, supported billing and renewal rules, visit scheduling and reminders, technician access, and performance reporting, with documented owners and exception handling.

How should membership performance be measured?

Track enrollment, active members, included-visit completion, failed payments, cancellations, renewal rate, and recognized membership revenue against your own baseline and targets. There is no responsible universal result because performance depends on the offer, pricing, customer base, sales process, and service delivery.

Why do membership programs stall?

Common causes include technicians lacking membership visibility, renewal rules that are not configured, billing exceptions, or unassigned follow-up. TradeWeave maps and tests those handoffs; renewal performance still depends on the offer, customer base, fulfillment, and retention practices.

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Get expert help with Membership Setup

Schedule a free consultation with our ServiceTitan certified consultants. We'll review your setup and show you exactly how we can help.

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Sources & References

Where this guidance comes from

TradeWeave is a ServiceTitan Certified Provider; the platform details on this page trace to ServiceTitan's own first-party documentation.

ServiceTitan — official platform sitehttps://www.servicetitan.comServiceTitan Certified Provider directoryhttps://www.servicetitan.com/certified-providersServiceTitan Knowledge Base (official help center)https://help.servicetitan.com
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TradeWeave is a ServiceTitan Certified Provider helping home-service, industrial, and commercial contractors implement, train on, and optimize the ServiceTitan platform.

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