Sell memberships from the officeLast updated on 02/23/2023

• 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.

• Adding a membership sale task to an invoice creates an entry in the audit trail. This helps you keep track of added tasks and recurring service recalculation.

To add a membership sale task to an estimate or invoice:

1. Search for the invoice or estimate that you want to add a membership to.

2. On the invoice or estimate, click Add a task.

3. Use the Name field to search for the membership sale task by code or keyword and select the sales task you want.

4. From the Duration & Billing dropdown, 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.

5. Add any additional details for the membership and click:

   • Save: Add the membership new sale task to the estimate or invoice

   • Save & Select Equipment: Add the new sale task and select an equipment item at the service location to attach to the membership

   • Save & Apply Add-on: Add the new sale task and select a membership add-on task. Note: The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu.

You can sell memberships without booking a job with a membership sale invoice.

Note: If you’re not adding a membership to an invoice or estimate, you can only add membership sale tasks and membership add-on tasks to membership sale invoices.

To sell a membership:

1. Search for the customer you want to sell a membership to.

2. Click Sell Membership.

   The Create Membership Sale Invoice pop-up opens.

3. Enter details for the membership sale invoice:

   1. From the Business Unit dropdown field, select the business unit (BU) you want to assign to the invoice. Note: The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu. 

   2. From the Membership Sale Task dropdown field, select the pricebook service item that sells the membership.

   3. From the Duration / Billing dropdown field, 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.

   4. Under Apply member pricing to, select whether you want to apply any discounts included with the membership to all the customer’s service locations or select a specific location from the dropdown.

   5. Under Add recurring services to, select whether you want to apply any recurring services included with the membership to all the customer’s service locations or select a specific location from the dropdown. Or, select Don't add any service if you don’t want to include recurring services with the membership.

4. When you're done, click Save.

   The membership sale invoice opens.

5. Complete the sale. Or, you can add membership add-ons.

• Visit ServiceTitan Academy to enroll in Selling Memberships

• See Memberships glossary