Renew memberships in ServiceTitan MobileLast updated on 03/22/2022
Technicians on a job can sell renewals for expiring memberships.
Add a membership renewal to an estimate or invoice
To renew a membership in ServiceTitan Mobile, add it as a renewal task from your pricebook to an estimate or invoice:
Go to your customer's estimate or invoice.
Tap Add items.
Search for the sales task associated with the membership renewal.
Tap Add for the renewal task you want.
Select the membership you want to renew.
Tap Save
Tap Add To Estimate or Add To Invoice.
Tap Done.
Edit a renewal task
Edit a renewal task in an estimate
Tap the renewal task in an estimate to edit it.
Edit a renewal task in an invoice
Remove the renewal task from the invoice.
Tap Add items.
Search for the renewal task associated with the membership renewal.
Tap the renewal task image to open the edit screen.
Edit the renewal task.
Next to Membership To Renew, tap Select.
Select the membership you want to renew.
Tap Save.
Tap Add To Invoice.
Tap Done.
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.