Payment-health monitoring for ServiceTitan memberships
MemberBay Pulse is the payment-health tracker for your HVAC membership program - living right inside ServiceTitan. It flags every failed or expiring card before it churns, so you know exactly who to call next - no new tab, no spreadsheet, no guessing.
Least-privilege ServiceTitan access - 14-day free trial, no credit card required.
Payment health monitoring
Customer health distribution
Enter your membership count and annual fee. The calculator uses industry baselines to estimate recoverable revenue - your real numbers are what matter.
41 members you keep instead of losing
Estimated for 340 members. Illustrative estimate based on industry-average retention impact - not a guarantee of results.
MemberBay scores payment health for every membership in your ServiceTitan base and tells you exactly what to do about the ones slipping - before a silent card failure turns into a cancellation.
No black-box AI promises. MemberBay tracks real signals - time since last service, payment gaps, expiring dates - and tells you exactly which members will cancel next month and why.
Card valid, payments clearing on schedule.
Card expiring in 30 / 14 / 7 days - the next charge is about to bounce.
Payment declined or past due - the membership is lapsing right now.
Most of this churn is silent - the customer never meant to leave. MemberBay makes it loud while you can still fix it.
The MemberBay Pulse browser extension surfaces a customer's payment-health and the recovery action the moment you open them in ServiceTitan - no tab switching.
Open a customer, job, or invoice in ServiceTitan and see their membership risk and the next best action right there.
Desktop notifications and a live badge when a payment fails or a card is about to expire - critical issues only, no noise.
Read-first: MemberBay writes back to ServiceTitan only when you click an action, never automatically. No page scraping - the optional overlay reads just the page URL, not page content.
Many ServiceTitan tools ask for broad write access. MemberBay reads only what it needs to catch failing memberships - and never touches your money or your crew.
You hold the credentials. Revoke access anytime from the ServiceTitan Developer Portal.
14-day free trial. Full features.
Enterprise
Flexible
for big teams.
Custom pricing per location
Everything in Max, scaled across multiple locations with dedicated support and custom SLAs.
Pro
Most PopularEverything to run your memberships
Flat rate. No per-user fees.
No charges during trial
Max
PredictiveFor HVAC contractors outgrowing Pro
From reactive lists to predictive retention
No charges during trial
No credit card to see your numbers - white-glove onboarding call included. Cancel anytime.
Enter your numbers and see how quickly MemberBay pays for itself.
ROI Calculator
See how fast MemberBay pays for itself
Assumes roughly 1% monthly churn prevented by proactive alerts. Illustrative estimate based on industry-average retention impact - not a guarantee of results.
Your numbers
Revenue saved / year
$11,424
Fewer cancellations / year
41
ROI ×
4.8×
Estimated for a 340-member company using industry-average retention impact. Adjust inputs to match your business.
Compare what each plan unlocks across your team.
Feature
Pro
Max
Enterprise
Membership accounts
Staff seats
Dashboard with all actions
Structured report exports
Predictive churn scoring
Revenue-at-risk dashboard & trends
Risk distribution & flags analytics
Dedicated onboarding & SLA
Volume / multi-location pricing
Membership accounts
Pro
Max
Enterprise
Staff seats
Pro
Max
Enterprise
Dashboard with all actions
Pro
Max
Enterprise
Structured report exports
Pro
Max
Enterprise
Predictive churn scoring
Pro
Max
Enterprise
Revenue-at-risk dashboard & trends
Pro
Max
Enterprise
Risk distribution & flags analytics
Pro
Max
Enterprise
Dedicated onboarding & SLA
Pro
Max
Enterprise
Volume / multi-location pricing
Pro
Max
Enterprise
Security, setup, and cancellation - the objections we hear most.
You create your own API application in the ServiceTitan Developer Portal, then paste your Tenant ID, Client ID, Client Secret, and App Key into MemberBay. You control the credentials and can revoke access at any time from the Developer Portal. Credentials are encrypted at rest.
MemberBay requests only the scopes needed for retention work: customers, memberships, jobs, and invoices. We never request payroll, GPS, inventory, or banking data. Write access is limited to Memberships and Jobs, and only when you trigger an explicit action like reactivating a membership or booking a save visit.
Initial setup takes about 5 minutes: 2-3 minutes to create the API application and 1-2 minutes to paste credentials and verify the connection. Initial data sync starts automatically and usually finishes within an hour, depending on membership volume.
No. MemberBay works through the dashboard first. The extension is optional - it surfaces the same risk signals and recovery actions inside ServiceTitan so your team does not have to switch tabs. It uses minimal permissions and caches nothing in your browser beyond 60 seconds - your data lives in your MemberBay account, not on your device.
Yes. You can cancel at any time from your account settings. If you cancel, you can request a full export of your data, and after 30 days it is permanently deleted from our active systems.
No credit card to see your numbers - white-glove onboarding call included. Cancel anytime.
Turn a service contract into a real subscription.
Every accepted quote becomes a paid, card-on-file membership in one step. The card gets bound at checkout, the contract goes live, and billing runs itself — a true recurring subscription instead of a stack of invoices you have to chase. No more overdue contracts.