Describe the procedure for upgrading a membership tier in ServiceTitan.

To upgrade a membership tier in ServiceTitan, the appropriate procedure involves first navigating to the customer profile within the system. From there, you will need to locate the specific membership associated with that customer. After selecting the membership, the next step is to choose the upgrade option, which allows you to effectively change the membership to a higher tier. This method ensures that all necessary details are updated in the system and that the customer’s account reflects the new membership benefits immediately.

Using this process helps maintain accuracy in customer records and ensures that the customer can take advantage of the increased benefits that come with an upgraded membership tier. It is a straightforward approach that leverages the functionalities built into the ServiceTitan platform, making it the most efficient way to facilitate tier upgrades. Other options mentioned do not provide a direct or effective method for upgrading memberships within the system.