--- title: "Attach equipment to memberships in ServiceTitan Mobile" slug: "attach-equipment-to-memberships-in-servicetitan-mobile-1" tags: ["Area - Installed Equipment", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T04:24:26Z published: 2026-10-15T04:24:26Z canonical: "help.servicetitan.com/attach-equipment-to-memberships-in-servicetitan-mobile-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Attach equipment to memberships in ServiceTitan Mobile ## Overview Technicians can attach equipment to memberships at the point of sale. This is especially useful for jobs where technicians service multiple equipment items at a single service location. --- ### #### Who uses this feature - Technicians - Applies to all business types ## Things to know - Adding equipment to a Membership is optional. Recurring services of a membership are scheduled into recurring events even if no equipment is specified. - You can add previously installed equipment to a membership at the point of sale. - You can only attach equipment to a membership that covers a single service location. - If a membership is sold without equipment attached, you can [attach equipment to a membership](/v1/docs/attach-equipment-to-memberships-from-the-office) later from the office. ## Attach equipment in your Pricebook Add equipment to a membership when [selling memberships in ServiceTitan Mobile](/commercial/docs/sell-memberships-in-servicetitan-mobile): 1. In your pricebook, search for the membership you want to sell and tap on it (*not* the **+** icon). ![Display of HVAC packages with highlighted White Glove HVAC Package option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-9l5ya0nb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 2. Tap **Select Membership Equipment**. ![White Glove HVAC Package with pricing and membership options displayed on the screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-2t24ad3l.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 3. The *Membership Equipment* window displays the recurring services included with the membership with a list of installed equipment. If an equipment item you want to attach isn’t listed, you can add it: 1. Tap **Add New**. 2. Under *Add existing equipment*, add the equipment information. 3. Tap **Save**. 4. In the *Membership Equipment* screen, for each recurring service, select which equipment items you want serviced. ![List of HVAC inspections with details on installation and service dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-vqhca23i.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 5. When you’re done, tap **Save**. 6. Tap **Save** in the *Edit details* screen. 7. Tap **Close** and complete the sale. ## Attach equipment to a membership Invoice 1. From the invoice screen, tap the membership you want to attach equipment to. ![Details of a Gold Membership Plan with pricing and quantity information displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-4ddyejmx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 2. Tap **Select Membership Equipment**. ![Gold Membership Plan for HVAC services with pricing and quantity options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-nt0tixw1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 3. The *Membership Equipment* window displays the recurring services included with the membership with a list of installed equipment. If an equipment item you want to attach isn’t listed, you can add it: 1. Tap **Add New**. 2. Under *Add existing equipment*, add the equipment information. ![Form for adding existing equipment details including model and manufacturer information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-gnhac5un.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 3. Tap **Save**. 4. In the *Membership Equipment* screen, for each recurring service, select which equipment items you want serviced. ![List of HVAC inspections with details on installation and service dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-equipment-to-memberships-in-servicetitan-mobile-image-m01kvvdt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A26Z&se=2026-11-09T12%3A21%3A26Z&sr=c&sp=r&sig=%2BtUd8HUkCWOczPlWwAEpf%2F6P7JZEICd38ASO9ZWp0E4%3D) 5. When you’re done, tap **Save**. 6. Tap **Save** in the *Edit details* screen. 7. Tap **Close** and complete the sale. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Memberships for Mobile Users](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users) - See [Service equipment attached to a membership](/v1/docs/service-equipment-attached-to-a-membership) A recurring service contract sold to customers that provides scheduled maintenance visits and priority service at a set monthly or annual price. **What it does:** Creates predictable recurring revenue, improves retention, and gives a steady base of scheduled work for the dispatch board. **Where to find it:** Follow Up › Recurring Service Events. **Also called:** Maintenance plan, Service contract **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/grow-recurring-revenue-with-memberships-1) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)