Service Titan Knowledge Base

Attach equipment to memberships from the officeLast updated on 09/09/2022

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.

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.

  1. On the invoice, under Tasks, click the Pencil icon next to the membership you want to attach equipment to.

  2. At the bottom of the Edit Task screen, click Select Equipment.

  3. In the equipment table, select the equipment items you want to attach for each recurring service included with the membership.

  4. When you’re done, click Save to Invoice.

  5. 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?

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.