Service Titan Knowledge Base

Sell memberships in ServiceTitan MobileLast updated on 09/09/2022

Memberships offer customers service discounts and recurring services in exchange for a one-time or regularly billed fee. Technicians can sell memberships in ServiceTitan Mobile.

Things to know

  • Memberships are created from membership types. Make sure you set up membership types for all the memberships you offer. For more, see Create membership types.

  • Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership.

  • Office employees can also sell memberships. For more, see Sell memberships from the office.

Add a membership to an estimate or invoice

To add a membership sale task:

  1. From the dashboard, tap VIEW CURRENT JOB.

  2. Tap ESTIMATE. Tip: Follow these same steps to add a membership sale task to an invoice.

  3. Tap + Add Item.

  4. Browse your pricebook to find the membership sale task and tap + to add it.

  5. Tap the Duration & Billing dropdown and select a membership duration and billing frequency option for the membership. Note: This is only available if the membership type includes multiple duration and billing frequency options.

  6. Tap Done. The membership sale task is added to the estimate.

  7. Complete the estimate. Or, you can add a membership add-on to the membership sale task.

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.

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.