---
title: "Sell memberships in ServiceTitan Mobile"
slug: "sell-memberships-in-servicetitan-mobile"
updated: 2026-10-15T01:29:15Z
published: 2026-10-15T01:29:15Z
canonical: "help.servicetitan.com/sell-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.

# Sell memberships in ServiceTitan Mobile

## Overview

Memberships offer customers service discounts and Recurring services in exchange for a one-time or regularly billed fee. Technicians can sell memberships in ServiceTitan Mobile.

---

### 

#### Who uses this feature

- Technicians

## Things to know

- Memberships are created from Membership types. Make sure you set up membership types for all the memberships you offer. For more, see [Create membership types](/v1/docs/create-membership-types).
- Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership.
- Office employees can also sell memberships. For more, see [Sell memberships from the office](/v1/docs/sell-memberships-from-the-office).

## Add a membership to an estimate or invoice

To add a membership sale task:

1. From the dashboard, tap **VIEW CURRENT JOB**.
2. Tap **ESTIMATE**.

> [!TIP]
> **Tip:** Follow these same steps to add a membership sale task to an invoice.
3. Tap **+ Add Item**.
4. Browse your pricebook to find the membership sale task and tap **+** to add it. ![Membership options displayed with Gold Medal HVAC Membership and HVAC-PRIME highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-servicetitan-mobile-image-qqqovpnm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A45%3A01Z&se=2026-10-31T02%3A45%3A01Z&sr=c&sp=r&sig=CDD422yalHSTQokPsHvbFyPi00I8kHz7wgIfdPfiF4U%3D)
5. Tap the **Duration & Billing** dropdown and select a membership duration and billing frequency option for the membership.

> [!NOTE]
> **Note:** This is only available if the membership type includes multiple duration and billing frequency options.

![HVAC Prime Maintenance Package options with pricing and selection for service frequency.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-servicetitan-mobile-image-38cxm4m7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A45%3A01Z&se=2026-10-31T02%3A45%3A01Z&sr=c&sp=r&sig=CDD422yalHSTQokPsHvbFyPi00I8kHz7wgIfdPfiF4U%3D)
6. Tap **Done**. The membership sale task is added to the estimate. ![Invoice showing HVAC-Prime service options with remove and replace buttons highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-servicetitan-mobile-image-gnb4ryx8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A45%3A01Z&se=2026-10-31T02%3A45%3A01Z&sr=c&sp=r&sig=CDD422yalHSTQokPsHvbFyPi00I8kHz7wgIfdPfiF4U%3D)
7. Complete the estimate. Or, you can [add a membership add-on](/construction/docs/sell-membership-add-ons-in-servicetitan-mobile) to the membership sale task.

## FAQ

---

### 

#### How does a technician add an estimate to an invoice?

1. Add discounted items to an invoice.
2. Create an estimate then add a membership sales task and sell the estimate.
3. Tap **Perform Work Now**. The items appear on the invoice.

> [!NOTE]
> **Note:** Items on the invoice will be reverted to a standard price because of the membership sales task.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Memberships Overview](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users)
- See [Memberships glossary](/v1/docs/memberships-glossary)

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)

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)