Service Titan Knowledge Base

Add custom fields to membership recordsLast updated on 09/09/2022

Add a custom field

If your membership workflow includes specialized information like billing or promotional codes, you can add a custom field to your membership records that can also be included in reports.

  1. Go to the navigation bar and click Settings settings.png. In the side panel, click Operations > Custom Fields.

  2. On the Custom Fields screen, click Add.

  3. Enter a name in the Name field.

  4. Select Customer Membership Record. Note: To include the field on customer-facing membership estimates and invoices generated in the office, select Display on Office Membership Estimates and Invoices.

  5. From the Type dropdown, select the information you want the field to include:

    • Text—Letters, numbers, and symbols

    • Dropdown—A list of items to select from:

      1. Enter the first item in the list in the Option 1 field.

      2. Click Click to add option to add another field.

      3. Click and drag the arrows on the side of a field to change the list order.

      4. Click Remove next to a field to delete it from the list.

    • Numeric—Numbers only

  6. Click Save. The new field now appears on the Edit Membership screen.

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