Service Titan Knowledge Base

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:

  1. From the invoice or estimate, tap the membership item you want to attach the membership add-on to.

    The Edit details screen opens

  2. Tap + Sub-Item.

    Your pricebook opens.

  3. Search for the add-on item and tap Add icon-add.png.

    The Edit details screen refreshes with the add-on listed under Package details.

  4. 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.

Want to learn more?

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