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Source
ServiceTitan Memberships
by ServiceTitan
Last updated Mar 29, 2026 · 1 revision
Built-in HVAC membership and service agreement management with automated renewals, scheduling, and real-time tracking.
Media
www.servicetitan.com
About This Product
ServiceTitan's Memberships module lets HVAC contractors create customizable maintenance plans with recurring billing, automated renewal reminders, and integrated scheduling. Real-time data ties directly to customer contracts so maintenance visits are clear, trackable, and mistake-proof. Supports opt-ins, membership upgrades, and profitability reporting per agreement.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://servicetitan.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 8.0
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Features
84 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales13features
CRMContract ManagementUpload, create, and edit service agreementsMarketing ToolsMarketing ProMembership Renewal ManagementExpiring memberships and membership renewalsMembership TiersManage membership typesMaintenance Agreement ManagerLead ManagementSecond Chance LeadsCustomizable Membership Management
Show 5 more
Automatic Customer Membership Status RecognitionAutomatic customer membership recognition for duration of membershipMembership Add-OnsMembership add-on salesAir Filter Sales AutomationMobile membership salesAdvanced Audience SegmentationCustomer segmentation for marketingMembership ProgramsManage membership types
Reporting & Analytics10features
ReportingReal-time reportingAnalyticsCall InsightsCall InsightsCall TrackingCall tracking tied to specific campaignsContract Performance ReportingContract performance summariesMembership ReportingMembership report guidesRevenue and Trend TrackingRevenue and trend tracking by day, week, or monthDepartmentalized Performance Tracking
Show 2 more
Design Your Own ReportsMulti-Template ReportsCustomer Profitability TrackingMembership profitability tracking
Scheduling & Dispatch8features
DispatchingSchedulingWork OrdersRecurring service call trackingAdaptive Capacity ManagementAdaptive CapacityRecurring Job SchedulingRecurring service schedulingScheduling OptimizationDispatch AssistDepartment Based Job ViewsPre-job BriefsEmail to Job ConversionAutomatic call-to-job linking
Invoicing & Payments8features
InvoicingAutomated recurring billingPayment ProcessingOn-site invoicing and payment collectionMemberships and Subscriptions with Automated BillingProcess membership billingPrice BookPricebook ProSubscription BillingRecurring billingAuto Apply PricingPre-populated flat-rate pricingRecurring InvoicingRecurring billing and payment processingRecurring Revenue ManagementRecurring service deduction from total services due
Customer Communication7features
Call RecordingCall recording and categorizationVoIP Phone SystemSoftphone integrationEmail IntegrationNotificationsSMS MessagingTwo-way SMS communicationClient PortalModern Customer ServiceCall Flow AutomationAutomatic call-to-job connection
Platform & Customization6features
Contract and Form CustomizationCustomizable contract templatesCustom TemplatesMulti-Template ReportsThird-Party IntegrationApp MarketplaceAutomated Form Routing Based on Form ValuesScheduling And Dispatch IntegrationScheduling & DispatchDocument ManagementCentralized contract storage
Estimating & Quoting5features
Quoting & EstimatesMobile EstimatesMobile EstimatesGood Better Best Option GenerationLabor and Material Cost CalculationBudgeted vs. actual cost tracking for labor, burden, and materialsMulti-Tier Proposal GenerationMulti-option estimate presentations
Technician Management5features
Agent ScorecardsAgent ScorecardsCall Monitoring & CoachingCall RecordingChecklistsAutomated ChecklistsCommission TrackingCommission TrackingEmployee Performance TrackingEmployee revenue production tracking for maintenance
Accounting Integration5features
Job CostingDeferred Revenue HandlingDeferred revenueAutomated PayrollPayroll ManagementBurden Rate And Margin CalculationAccounts PayableDeferred revenue management
AI & Automation5features
AI Feedback AnalysisCustomer sentiment analysisAI Powered Matching AlgorithmAutomated bidding suggestionsAI TranscriptionReal-time call transcriptionAutomation RulesAI SupportAI Assistant for Technicians
Mobile & Field Tools4features
Digital FormsMandatory inspection forms triggered by job typeTechnician Mobile AppMobile AppDigital SignaturesMobile Presentation Tools
Equipment & Asset Management4features
Equipment TrackingEquipment and serial number trackingAlertsActionable alertsAsset ManagementEquipment managementAutomatic Triggering of Maintenance
Inventory Management2features
Inventory ManagementInventory tracking across locationsPurchase OrdersPurchase order management
Fleet & GPS Management1feature
GPS TrackingGPS tracking
Training & Education1feature
Gamification LeaderboardsTechnician leaderboards
Integrations 41 across 11 categories
Marketing 10
Birdeye
BirdEye
Broadly
Broadly
FreshLime
Freshlime
Google Local Service Ads
Google Local Services Ads
LeadsNearby
LeadsNearby
Nearby Now
Nearby Now
PulseM
PulseM
ReviewBuzz
ReviewBuzz
To Your Success
To Your Success
Vital Storm
Vital Storm
Accounting 8
ComputerEase
ComputerEase
Foundation
Foundation
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Sage
Sage
Sage Intacct
Intacct
Viewpoint Spectrum
Viewpoint Spectrum
Viewpoint Vista
Viewpoint Vista
GPS & Fleet 8
Azuga
Azuga
ClearPath GPS
ClearPath GPS
Fleet Nova
Fleet Nova
GPS Insight
GPS Insight
InTouch GPS
InTouch GPS
One Step GPS
One Step GPS
US Fleet
US Fleet
Venture
Venture
Industry-Specific 4
AirAdvice
AirAdvice
Clopay MyDoor
Clopay (MyDoor)
OnCall Air
OnCall Air
XOi
Field Service 3
Sales Builder Pro
Sales Builder Pro
ServiceChannel
Trakopolis
Trakopolis
CRM 2
Opportunity Manager
Opportunity Manager
Podium
Podium
Communication 2
CallPoint
CallPoint/CallPilot
Nationwide Inbound
ContactCenter (Nationwide Inbound)
Payment Processing 1
GreenSky
GreenSky
Productivity 1
Schedule Engine
Schedule Engine
HR & Payroll 1
Zubie
Zubie
eCommerce 1
Ferguson
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
- Notes
- Memberships is listed as a feature in the Starter tier but no separate pricing is provided.
Related Products 1 across 1 category
Alternatives & Competitors
FieldEdge Service Agreements
Evidence-backed
Good
FieldEdge Strong match
Why these are related — sources 5
- reddit
“FieldEdge- relatively decent, not built for growing businesses though Service Titan- very good, but built for enterprise companies so if you're willing to shell out the $$ its a great product”
- fieldpulse.com
“In this article, we’ll compare FieldEdge vs. ServiceTitan. We’ll review their key features, pricing, and user reviews to help you make the right choice.”
- servicetitan.com
“Compared to FieldEdge, ServiceTitan offers more robust customer support, community, and training resources that help our users develop greater industry expertise, get maximum usage out of our product, and learn how to implement best practices to grow their businesses and revenue.”
- workiz.com
“Compared to the enterprise-level complexity of ServiceTitan, FieldEdge offers a more straightforward approach that is popular among small to mid-sized businesses looking for reliability without over-complication.”
- contractorsoftwarehub.com
“FieldEdge: advanced service agreements (Premier plan); ServiceTitan: customizable memberships (The Works package)”