--- title: "Renew memberships in ServiceTitan Mobile" slug: "renew-memberships-in-servicetitan-mobile" tags: ["Area - ST Mobile (Legacy)", "Focus - Service Replacement", "Role - CSR Dispatch", "Role - Technician", "Type - Residential"] updated: 2026-10-16T03:30:30Z published: 2026-10-16T03:30:30Z canonical: "help.servicetitan.com/renew-memberships-in-servicetitan-mobile" --- > ## 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. # Renew memberships in ServiceTitan Mobile ## Overview Technicians on a Job can sell renewals for expiring memberships. --- ### #### Who uses this feature - Technicians ## Add a Membership renewal to an Estimate or Invoice To renew a membership in ServiceTitan Mobile, add it as a Renewal task from your Pricebook to an estimate or invoice: 1. Go to your customer's estimate or invoice. 2. Tap **Add items**. 3. Search for the sales task associated with the membership renewal. ![Search bar displaying the term 'renew' with suggested options below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-g4wi1s8h.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 4. Tap Add for the renewal task you want. ![Three HVAC membership options displayed with prices and add buttons for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-zg1k7bm6.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 5. Select the membership you want to renew. ![Membership renewal options displayed with active and expired statuses for different plans.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-bipnm162.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 6. Tap **Save** 7. Tap **Add To Estimate** or **Add To Invoice**. 8. Tap **Done**. ## Edit a renewal task #### Edit a renewal task in an estimate Tap the renewal task in an estimate to edit it. #### Edit a renewal task in an invoice 1. Remove the renewal task from the invoice. 2. Tap **Add items**. 3. Search for the renewal task associated with the membership renewal. ![Search bar displaying the term 'renew' with suggested options below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-7p50yrm9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 4. Tap the renewal task image to open the edit screen. ![Three service renewal options for HVAC and air care memberships displayed on a webpage.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-vh4izdod.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 5. Edit the renewal task. 6. Next to **Membership To Renew**, tap **Select**. ![Atlas HVAC membership renewal page featuring a gold member badge and pricing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-uc420s7u.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 7. Select the membership you want to renew. ![Membership renewal options displayed with active and expired statuses for different plans.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-memberships-in-servicetitan-mobile-image-w55ohqrn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A29Z&se=2026-11-09T12%3A10%3A29Z&sr=c&sp=r&sig=UQz%2Brq5604LIx1V7K0tE660fdF0pjpQxjZ0PdFbuVlY%3D) 8. Tap **Save**. 9. Tap **Add To Invoice**. 10. Tap **Done**. ## Want to learn more? - See [Build and sell estimates](/commercial/docs/build-and-sell-estimates-in-servicetitan-mobile) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **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) A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership. [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)