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Description
Catch failed payments and at-risk renewals inside ServiceTitan — one click, before members walk away. MemberBay Pulse opens as a side panel right next to your ServiceTitan tab — no new tabs, no switching. Smart Match instantly finds the membership for whatever customer, job, or location you have open. WHAT IT DOES: MemberBay Pulse is organized into four views, always one click away: - Context — Smart Match auto-detects the customer, job, or location open in ServiceTitan and pulls up the membership: plan, status, renewal date with countdown, MRR, lifetime revenue, last service date, and any open payment failures - Recovery — every failed payment, overdue renewal, and expiring card lands here the day it happens. Mark contacted, drop a note, mark recovered — your whole team sees it live - Renewals — upcoming and overdue renewals in one place, so nothing slips through - Search — find any member instantly by name or account number, with full status history A Pulse Analytics strip stays visible throughout every view: active members, MRR at risk, renewals due in the next 30 days, and an overall payment health score. WHY IT MATTERS: ServiceTitan tracks your memberships. It doesn't tell you which ones are about to walk out the door, or which failed payments are still sitting unresolved. If you manage 200+ memberships, you know the problem: renewals slip through the cracks, at-risk members cancel before anyone notices, and your team loses hours in spreadsheets figuring out who needs attention today. MemberBay Pulse fixes that. Live. Right inside ServiceTitan. HOW IT WORKS: 1. Sign up at memberbay.io and connect your ServiceTitan account 2. Install this extension 3. Log in with your MemberBay credentials 4. Click the toolbar icon on any ServiceTitan page — Smart Match opens the right membership next to your work REQUIREMENTS: - Active MemberBay subscription (14-day free trial at memberbay.io) - ServiceTitan account with API access enabled - Chrome browser PRIVACY & DATA: - Read-only by default — MemberBay Pulse doesn't modify anything in ServiceTitan - Smart Match reads only the customer, job, or location you currently have open — nothing else - Membership data itself is fetched from MemberBay's secure API - No data is shared with third parties - Privacy policy: memberbay.io/privacy SUPPORT: Questions? Email support@memberbay.io, or report an issue right from the extension in two clicks.