ServiceTitan Memberships and Service Agreements: Navigating Setup and Management

Live from Pantheon 2024, Kathy Nielsen, Owner of Operations Excellence, LLC (aka Chicken Lady Speaks), joins us to discuss the ins and outs of membership management through ServiceTitan. 

With nearly a decade of ServiceTitan experience, Kathy shares her insights on the differences between memberships and service agreements, the importance of clear processes, and how to avoid common pitfalls when setting up and managing memberships. 

Learn Kathy’s strategies for keeping clients engaged, minimizing admin headaches, and maintaining profitability.

Join us as we discuss:

• [2:09] The benefits of memberships and service agreements

• [7:59] Do’s and don’ts when setting up memberships

• [19:26] The evolution and application of service agreements
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Extreme
  

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

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