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.