Membership Coordinator
Members who are due for service should get booked, not sit on a call list.
Recurring demand is already in your customer book. This employee reaches members who are due and puts the maintenance visit on the schedule without another manual list for the office.
The job it owns
Membership agreements only pay off if the visits actually get scheduled. The coordinator works that cadence inside the communication rules you set, and it uses the same company knowledge as the receptionist.
- Finds members who are due for a visit.
- Reaches them inside your messaging rules.
- Books the visit on the ServiceTitan schedule.
- Shows who was due, who was reached, and who booked.
What it will not do
It does not rewrite your membership terms. It does not pitch a plan you did not authorize. If a customer needs a person, the conversation is flagged instead of pushed through.