playbook-back-btn Playbook Home



Maintenance appointments appear to be the hardest hit business unit among ServiceTitan customers in areas where COVID-19 is a major concern, although some contractors continue to successfully complete them. It is at your business’ discretion to decide if you’d like to continue these appointments.


Send a video to let customers know the importance of tune-ups for the upcoming heat wave

It may be even more effective to explain why tune-ups are necessary by sending customers a video via email or text. With ServiceTitan, you can include a link in your email or text communications that allows customers to book their tune-up appointment directly through your website. For customers that don’t book through your website, you can follow up with phone calls. If the customer is already primed with a video, then your outbound calls might convert at higher rates and have lower call durations. When sending this video, also include the video about the precautions you’re taking to keep them safe.

Go to Section 6: Automatically update expiring credit cards with Membership Renewal Protection