⚠︎ Memberships are sold by adding a membership sale task to the invoice or estimate — make sure the correct sale task is configured in the membership type before selling. If no sale task exists, the membership cannot be sold.
a. Sell memberships from the office by adding them to invoices and estimates. If it's an estimate, click + Task, then search for and select the membership sale task. If it's an invoice, click Add a task.
b. Collect payment or set up recurring billing. The membership activates immediately and the customer's member discounts apply to future jobs.
a. From the Field Mobile App, open the active job and tap the Estimates or Invoice tab.
b. Tap Add Items (estimate) or Add > Invoice Item (invoice). In the pricebook, find the membership sale task — identified by the Membership Sale tag — and tap Add. Select the duration and billing frequency if multiple options exist.
c. Tap Add to Estimate or Add to Invoice to activate the membership. Collect the customer's payment information on the device.
d. The membership is attached to the customer's location record and syncs to the office immediately.
a. Prerequisites: Membership types and sale tasks must be set up beforehand. From the dashboard, tap View Current Job > Tap Estimate (or Invoice) > Tap + Add Item.
b. Find the membership sale task in the pricebook, and add it.
c. Select a Duration & Billing option and tap Done. Complete the estimate. Or, you can add a membership add-on to the membership sale task.
⚠︎ Membership types require both a sale task and a renewal task to be configured in the Billing section. Without these, the membership cannot be sold or renewed.
a. Go to Settings > Invoicing > Membership Types. Click Create Membership Type and configure the plan name, duration, price, and billing frequency.
b. Add included services (e.g., annual tune-up, priority scheduling) and set member discount percentages for pricebook items. Configure discounts by All Services, Business Unit, or Category.
a. Go to Settings > Invoicing > Recurring Service Types. Click Create Recurring Service Type and configure the service name, job type, business unit, arrival window, and recurrence schedule (Weekly, Monthly, Seasonal, or Daily).
b. Each membership type can include one or more recurring service types. These generate recurring service events that appear in Follow Up > Recurring Service Events for booking into jobs.
⚠︎ Automatic billing uses the customer's preferred credit card. If no preferred payment method is set, billing will fail. Ensure preferred payment methods are configured on all membership records.
a. Go to Accounting > Recurring Billing > Automatic Billing Rules. Click Create a Rule and configure the billing schedule — define the day-of-month range for next billing dates, the invoice generation day, and the billing/payment day.
b. Customers with cards on file are billed automatically. Failed payments trigger alerts for follow-up. You can also process manual billing runs from Accounting > Recurring Billing > Create Run.
a. Go to Follow Up > Expiring Memberships. Filter for expiring memberships and prioritize outreach. You can build renewal estimates in bulk or set renewal memberships in bulk from this screen.
b. If automatic renewal is enabled on the membership type, memberships renew automatically before expiration. Renewals create a new membership record linked to the original; they do not extend the existing one.
⚠︎ Membership Renewal Protection (auto-updating expired credit cards) requires ServiceTitan Payments as the active payment processor. Third-party payment gateways do not support this feature.
⚠︎ Memberships and Service Agreements are separate modules. Use Memberships for residential (high-volume, low-dollar, field-sold). Use Service Agreements for commercial (complex contracts, equipment-specific coverage, NTE limits, e-sign). Putting a commercial customer on Memberships loses NTE tracking, equipment-specific coverage, and the full document/e-sign workflow.
a. Go to the customer or location record and click Create Agreement (or More > Create Agreement). The 7-step agreement creation walks you through: Summary & Design, Locations & Contacts, Equipment, Scope of Work, Pricing, Billing Schedule, and Preview & Send.
b. Attach equipment to the agreement so recurring service visits are tied to the right units. Equipment must already exist on the location record or be created during setup.
a. When creating a membership type, choose between Point of Sale (recognize revenue immediately) or Deferred Revenue (recognize as services are delivered). Deferred revenue memberships require paired positive/negative pricebook items and a configured invoice template.
b. For Service Agreements, configure revenue recognition on the SA Template at Settings > Operations > Service Agreement Templates. SAs support three recognition modes: Immediate, Deferred, and Milestone-based.
a. Go to Follow Up > Recurring Service Events. Filter by date range, service type, booking availability, preferred technician, business unit, customer, zone, and membership status. Click Apply to refresh the list.
b. Book individual events by clicking the event and selecting Book Job, or bulk-book multiple events by selecting them and using Actions > Book Event. Events populate up to 12 months (364 days) into the future.
a. Go to Follow Up > Expiring Memberships. Filter by date range and review the list of memberships approaching expiration. You can build renewal estimates in bulk, set renewal memberships in bulk, or call customers directly from this screen.
b. For Service Agreements, monitor expiring and auto-renewing agreements from Follow Up > Service Agreements or the Agreements sidebar.
⚠︎ Common billing failure causes include: no billing template configured on the membership type, business unit not supporting stored payments, no payment methods on file, or the primary payment method missing a payment processor. Check the billing run results for specific error codes.
a. Check the customer's payment method on file. Expired or declined cards are the most common cause of billing failures. Also, verify that a preferred payment method is set on the membership, as automatic billing uses the preferred card.
b. Update the card and retry the charge. If the customer wants to switch payment methods, update their billing profile before the next cycle. Review billing errors from Accounting > Recurring Billing > Billing History.
⚠︎ Membership Renewal Protection (auto-updating expired cards) only works with ServiceTitan Payments (ST Pay). If the customer uses a third-party payment gateway, expired cards must be updated manually. Without proactive monitoring, passive churn from expired cards silently erodes the membership base.
a. Go to the customer record and update their card on file with a new expiration date or new card number. Set it as the preferred payment method for the membership.
b. If the membership has already lapsed, manually renew it from Follow Up > Expiring Memberships and adjust the start date. Notify the customer that their membership has been restored.