What elements must be created in the PB to define a membership?

To define a membership in the context of ServiceTitan, it is essential to include elements that clearly outline how the membership operates and what it entails for both the provider and the customer. The inclusion of service type, billing frequency, and terms provides a comprehensive structure for the membership.

Service type establishes what specific services the membership covers, ensuring that customers know what they are entitled to under their membership. Billing frequency indicates how often payments will be collected, which is crucial for budget planning by the customer and revenue forecasting for the business. Terms may encompass additional details such as cancellation policies, renewal processes, and any other pertinent conditions associated with the membership.

These elements work together to create a clear, transparent, and effective membership program that meets the needs of both the service provider and the customer, thereby enhancing customer satisfaction and loyalty.