Overview
If you’re creating more than one membership type in ServiceTitan, you can duplicate similar membership types. For example, if you have a Gold membership type and want to create an upgraded Platinum type that includes additional recurring services, you can create a duplicate of the Gold membership type and edit it to fit the Platinum membership type.
Who uses this feature
Administrators and managers
Primarily benefits Residential Service and Replacement business types
Applies to all trades
How to duplicate a membership type
Go to the navigation bar and click Settings
.In the side panel, go to Invoicing > Membership Types.
Click Edit for the membership type you want to duplicate.
In the Summary section, click Clone.
The membership is now duplicated, as indicated by the (Copy) in the membership type name.
To change the name of the duplicated membership type and other details, you can edit the membership type.