Overview
You can attach equipment installed at a customer’s service location to a membership. This ensures that technicians service the correct equipment and helps you track the service life of equipment.
Who uses this feature
Administrators and office employees
Primarily benefits Residential Service and Replacement business types
Applies to all trades
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.
Technicians can add previously installed equipment to a location.
You can attach equipment at the point of sale or after the membership is sold.
Technicians can also attach equipment to memberships at the point of sale.
You can only attach equipment to a membership that covers a single service location.
Attach equipment to a membership
You can attach equipment to a membership if you’re selling a membership from the office, or you can attach equipment to an existing membership invoice.
Note: If you’re selling a membership without a job, refer to the membership invoice, or find the invoice that sold the membership.
On the invoice, under Tasks, click the Pencil icon next to the membership you want to attach equipment to.
At the bottom of the Edit Task screen, click Select Equipment.
In the equipment table, select the equipment items you want to attach for each recurring service included with the membership.
When you’re done, click Save to Invoice.
In the Edit Task screen, click Save.
The attached equipment details appear on the service location’s membership record. These details are included when recurring events are booked into jobs.
Want to learn more?
Visit ServiceTitan Academy to enroll in Selling Memberships