Service Titan Knowledge Base

View equipment covered by membershipsLast updated on 05/17/2022

You have the option to attach equipment to memberships. This helps you track replacement opportunities and ensure that the proper equipment is being serviced. Technicians can view what equipment is attached to a membership in ServiceTitan Mobile.

Things to know

  • Membership visits are booked from recurring events included with a membership.

  • Attaching equipment to a membership is optional. The recurring service should be performed whether equipment is attached or not.

  • Equipment can be added to an existing membership from the office.

View equipment attached to a recurring service

When you book a job from a recurring event with equipment attached, you can view the equipment details in ServiceTitan Mobile.

  1. From the Dashboard, tap VIEW CURRENT JOB.

  2. Tap INVOICE.

  3. In the invoice, tap Membership Visit Equipment.

  4. The Membership Visit Equipment screen lists the recurring service of the membership visit as well as details about the equipment attached to the service.

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.