How to Complete a Recurring Service Visit in ServiceTitan while on a regular visit

Overview

This article explains how to complete a recurring service visit in ServiceTitan, specifically related to memberships and same day service.

Steps to Complete the Recurring Service:

1. Add the Service to the Invoice
Before accessing the recurring events, ensure that the membership service is added to the invoice.
2. Access Job History
Go to the Job History section.
3. Open Recurring Service Events
- Within the history, click Recurring Service Events.
- Look for the membership event.
- For new memberships, it will usually say: Due in 7 days.
- For second visits, the due date will be 6 months after the first visit.
4. Mark the Event as Complete
- Click the button labeled Mark as Complete.
- Once marked, the system will automatically generate the second visit with its appropriate Due Date.

Example Screenshot

Please see the screenshot below:

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