Set up membership add-onsLast updated on 03/22/2022

• When you attach a membership add-on, the price is automatically rolled into the total membership price. The customer does not see the individual price of the add-on.

• You can attach multiple add-ons to a membership.

• You can sell membership add-ons in ServiceTitan Mobile or from the office.

1. Go to the navigation bar and click Pricebook.

2. Click Add Service. The Add a Service screen opens.

3. Enter the details for the add-on in the Details, Commission, Materials, and quipment tabs. For explanations of the item fields, see Add services to your pricebook.

4. Continue to Set workflow actions to configure how the membership add-on modifies a membership when it’s added on an invoice.

You can configure a membership add-on to:

• Add recurring services

• Add items to ongoing billing templates

• Add items to recurring service invoices

Note: A membership add-on can perform multiple actions. For example, a membership add-on can add recurring services and add a charge item to the billing template of a membership.

Add recurring services

Select this option to add recurring services in addition to the recurring services included with the membership. Make sure to create the recurring service type you want to add before configuring the add-on.

1. After you create a membership add-on, click the Workflow tab.

2. Select Adjust the membership being sold with the following changes and select Add new recurring service.

3. A recurring service type is preselected. To change it, click it and select the recurring service type you want to add from the dropdown.

4. Click the blue Check icon to save the change.

5. Select another option to modify the membership further or, if you’re done, click Save.

Add items to ongoing billing templates

For ongoing memberships, you can add pricebook service items to the billing template to increase the billed amount. For example, you can add a $10 supplemental charge to a monthly billed membership.

1. After you create a membership add-on, click the Workflow tab.

2. Select Adjust the membership being sold with the following changes and select Add additional tasks to the membership's billing template.

3. Click Add tasks/materials.The Create Invoice Template pop-up opens.

4. In the Services section, click Add.

   The Add Service pop-up opens.

5. Use the Code field to search for and select the service item you want to add.

   Note: You can use the same items on different add-on types. For example, a $10 surcharge item can be added to both billing templates and invoice templates.

6. Click Save.

   The Add Service pop-up closes.

7. In Create Invoice Template, click Save.

   The pop-up closes.

8. Select another option to modify the membership further or, if you’re done, click Save.

Add items to recurring service invoices

You can add service items to a recurring service invoice template. These items appear on invoices for recurring services included with the membership.

For example, if a membership comes with quarterly air filter replacements and you want to include blower cleaning with each visit, you can add it as a service item to the invoice template. The customer is charged for the blower cleaning at the time of service.

Note: If the membership add-on is attached to a membership that doesn’t include the recurring service that is modified by the add-on, the customer is billed for the add-on but the membership’s recurring services do not change.

1. After you create a membership add-on, click the Workflow tab.

2. Select Adjust the membership being sold with the following changes and select Add additional tasks to the recurring service invoice template.

3. A recurring service type is preselected. To change it, click it and select the recurring service type you want to modify from the dropdown.

4. Click the blue Check icon to save the change.

5. Click Add tasks/materials. The Create Invoice Template pop-up opens.

6. In the Services section, click Add.

   The Add Service pop-up opens.

7. Use the Code field to search for and select the service item you want to add.

   Note: You can use the same items on different add-on types. For example, a $10 surcharge item can be added to both billing templates and invoice templates.

8. Click Save.

   The Add Service pop-up closes.

9. In the Create Invoice Template pop-up, click Add tasks/materials to add more items. Or, if you’re done, click Save.

   The Create Invoice Template pop-up closes.

10. Select another option to modify the membership further, or if you’re done, click Save.

• Visit ServiceTitan Academy to enroll in Editing your Pricebook

• See Attribute deferred revenue to a membership recurring service add-on