Service Titan Knowledge Base

Membership add-on tasks FAQLast updated on 09/12/2022

Why can’t I see membership add-on tasks when I’m trying to add them to a Mobile invoice?

Why can’t I see any membership add-on tasks when I’m trying to use them on an invoice in ServiceTitan?

Is there a way to show individual line item pricing for each add-on when I’m viewing the print invoice?

For Deferred Revenue memberships, can I add the positive and negative tasks to the Recurring Service invoice template by the Pricebook Add additional tasks to the __ recurring service invoice template add-on workflow?

How can I adjust or partially refund a deferred revenue membership bundle sale if the customer decides they don’t want the add-ons after the invoice is already exported?

How can technicians sell add-ons to edit existing memberships?

Why does a membership renewal invoice include the add-on from the original sale?

Why are add-ons automatically created when I add a new sale membership to an invoice for a customer that has never had a membership with us before?

Why can’t I delete the recurring service with the Delete icon on the customer’s Edit Membership page?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.