Service Titan Knowledge Base

Sell memberships from the officeLast updated on 09/09/2022

You can sell memberships from the office by adding them to invoices and estimates. You can also sell them without booking a job from a customer record.


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.

  • 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.


Add a membership to an invoice or estimate

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

  1. Find 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.


Sell a membership without booking a job

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. Find the customer record 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.


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