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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 6.0
Features 9.0
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
50 features confirmed across
14categories· Showing confirmed capabilities only
CRM & Sales10features
CRMMaintenance Agreement ManagerCustomizable MembershipsMarketing ToolsAdaptive MarketingAdvanced Audience SegmentationAutomatic Customer Membership Status RecognitionCustomizable Membership ManagementMembership Renewal ManagementMembership Tiers
Show 2 more
Contract ManagementContract document editingMembership Add-Ons
Accounting Integration6features
Job CostingMargin analysis (budgeted vs actual)Automated PayrollPayroll ManagementBurden Rate And Margin CalculationDeferred Revenue HandlingAccounting IntegrationThird-party accounting integrationAccounts PayableBuilt-in accounting
Reporting & Analytics5features
ReportingAdvanced ReportingAnalyticsDashboardContract Performance ReportingDepartmentalized Performance TrackingMembership Reporting
Scheduling & Dispatch4features
DispatchingDispatchingSchedulingSchedulingOnline BookingCall BookingRecurring Job Scheduling
Customer Communication4features
Call RecordingCall RecordingEmail IntegrationNotificationsAutomated renewal remindersClient PortalModern Customer Service
Technician Management4features
Call Monitoring & CoachingCall RecordingChecklistsAutomated ChecklistsCommission TrackingCommission TrackingEmployee Performance Tracking
Invoicing & Payments3features
Auto Apply PricingPre-populated flat-rate pricingMemberships and Subscriptions with Automated BillingSubscription Billing
Estimating & Quoting3features
Quoting & EstimatesMobile proposalsMobile EstimatesMobile EstimatesGood Better Best Option Generation
Platform & Customization3features
Automated Form Routing Based on Form ValuesContract and Form CustomizationDocument ManagementCentralized contract storage
Mobile & Field Tools2features
Digital SignaturesDigital signature collectionMobile Presentation Tools
Equipment & Asset Management2features
Equipment TrackingActivity trackingAutomatic Triggering of Maintenance
AI & Automation2features
AI Feedback AnalysisCustomer sentiment analysisAI Powered Matching Algorithm
Fleet & GPS Management1feature
GPS TrackingGPS tracking
Training & Education1feature
Gamification LeaderboardsTechnician leaderboards
Integrations 10 across 6 categories
Accounting 5
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Sage
Sage
Sage Intacct
Intacct
Viewpoint Spectrum
Viewpoint Spectrum
Payment Processing 1
GreenSky
GreenSky
Field Service 1
ServiceChannel
Marketing 1
Google Local Service Ads
Google Local Services Ads
eCommerce 1
Ferguson
Industry-Specific 1
XOi
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)”