In this episode, we’re talking with Zack Kays, Software Administrator at Intelligent Design Air Conditioning, Plumbing, Solar & Electric. He’s an expert when it comes to using ServiceTitan, and he’s providing us with some actionable tips on how to set up memberships using ServiceTitan to unlock new revenue opportunities.

Zacks not only shares his experience on how to leverage ServiceTitan, but also highlights which mistakes to avoid and what to do instead. He talks about the pros and cons of using a tiering system versus one flat membership and how to set up memberships correctly on the platform.

Learn how to set up memberships on ServiceTitan, understand how to set up the discounts and categories on the back end, and help create new revenue streams for your business.

Join us as we discuss:

• [08:13] What the offer for first-time memberships should look like

• [23:12] Training technicians on membership opportunities

• [35:00] Zack’s advice for those who want to implement memberships
  

Check out these resources we mentioned during the podcast:

• Intelligent Design Air Conditioning, Plumbing, Solar & Electric

• Setting Up Memberships in ServiceTitan

• ServiceTitan Academy

• ServiceTitan Mastermind Group

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or our website, or search for Mastering ServiceTitan in your favorite podcast player.

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