Sell membership add-ons in ServiceTitan MobileLast updated on 03/22/2022
You can customize memberships and membership renewals on an estimate or invoice with membership add-ons. You can use add-ons to attach surcharges, add supplemental recurring services, and enhance existing recurring services.
Things to know
Memberships add-ons are items in your pricebook. For more, see How to set up membership add-ons.
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.
Add a membership add-on to an estimate or invoice
You can attach a membership add-on after you add a membership sale or renewal task to an invoice or estimate:
From the invoice or estimate, tap the membership item you want to attach the membership add-on to.
The Edit details screen opens
Tap + Sub-Item.
Your pricebook opens.
Search for the add-on item and tap Add
.
The Edit details screen refreshes with the add-on listed under Package details.
You can attach additional add-ons, tap the add-on to edit it, or, if you’re done, tap Save.
.
The estimate or invoice refreshes. The price of the add-on is included in the membership item price.
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.