--- title: "Create new sale and renewal tasks" slug: "create-new-sale-and-renewal-tasks" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:11:26Z published: 2026-10-16T01:11:26Z canonical: "help.servicetitan.com/create-new-sale-and-renewal-tasks" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create new sale and renewal tasks ## Overview New sale and Renewal tasks are pricebook service items used to sell and renew memberships. Technicians can find the tasks in their pricebook and add them to invoices and estimates. Adding a task to an invoice activates or renews the membership. ## --- ### ****Who uses this feature**** - Administrators and managers - Primarily benefits Residential Service and Replacement business types - Applies to all trades Things to know - A new sale task is a pricebook service item added to estimates and invoices to sell a membership. Each new sale task can only be used to sell one Membership type. - A renewal task is a pricebook service item added to estimates and invoices to renew a fixed-duration membership. Each renewal task can only be used to renew one membership type. - If you have multiple membership types, create separate tasks to sell and renew them. - If your account is configured to have different recurring service Invoice templates after the first year of a membership, when you add new tasks to the first year invoice template, from a membership add-on they are automatically added to the 2+ year template. ## Create a new sale or renewal task You can create a new sale or renewal task while configuring or creating a membership type. To create a task: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A15Z&se=2026-11-09T12%3A30%3A15Z&sr=c&sp=r&sig=tdV6OC9oSAAmZD26S3lOP4POoWio51Nh%2FaqGstfUg50%3D). 2. From the side menu, go to **Invoicing** > **Membership Types**. 3. Click **Edit** for the membership you want to create a task for. ![Overview of membership types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-new-sale-and-renewal-tasks-image-qprdxovf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A15Z&se=2026-11-09T12%3A30%3A15Z&sr=c&sp=r&sig=tdV6OC9oSAAmZD26S3lOP4POoWio51Nh%2FaqGstfUg50%3D)The membership guided workflow opens. 4. Click **Billing**, then click **New Sale Tasks** or **Renewal Tasks**, depending on the task you want to create. ![Membership editing interface](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-new-sale-and-renewal-tasks-image-co3jcxnq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A15Z&se=2026-11-09T12%3A30%3A15Z&sr=c&sp=r&sig=tdV6OC9oSAAmZD26S3lOP4POoWio51Nh%2FaqGstfUg50%3D) 5. Click **Create New Task**. The *Add Task* pop-up opens. 6. In the *Details* tab, enter the details of the task: - **Code:** Pricebook code for the task. - **Name:** Name for the task as it appears on customer invoices and estimates. - **Item Description:** Description of the task as it appears on customer invoices and estimates. - **Taxable:** Select if the membership is taxable. - **Deferred revenue:** Select to flag payment for the task as deferred revenue. For more, see Set [up deferred revenue for membership types](/residential-s-r/docs/set-up-deferred-revenue-for-membership-types). - **Allow Discounts:** Select to apply available discounts the customer is eligible for. - **Price:** Price of the membership or membership renewal. If you use the membership pricing table, the new sale or renewal price is used, and you do not need to enter a price for the task. - **Hours:** Number of billable hours. For a new sale or renewal task, this should be 0. - **Minimum Labor Time:** Minimum number of labor hours. For a new sale or renewal task, this should be 0. - **General Ledger Account:** Account to credit when the task is sold. > [!NOTE] > **Note:** For deferred revenue memberships, link to the liability GL account. - **Business Unit**. Business unit associated with the task - **Categories.** Category or subcategory in your pricebook for the task - **Images.** Upload images to help technicians visually identify the task in the mobile app - **Conversion Tags.** Tags used for tracking conversion opportunities. For more, see [Create conversion opportunity tags](/residential-s-r/docs/create-conversion-opportunity-tags). 7. Click the **Commission** tab and enter any commission details: - **$ Bonus:** Flat amount awarded for the sale of the task - **% Bonus:** Percentage of the price awarded for the sale of the task - **Pay tech-specific bonus:** Select to pay the Default Adjustment Rate per the individual technician's bonus settings - **Pays Commission:** Select to pay technicians commission for the sale of the task 8. When you’re done entering details, click **Save**. ![adding a sale task](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-new-sale-and-renewal-tasks-image-xpbkmzvf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A15Z&se=2026-11-09T12%3A30%3A15Z&sr=c&sp=r&sig=tdV6OC9oSAAmZD26S3lOP4POoWio51Nh%2FaqGstfUg50%3D) The saved task is added to the membership type. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-new-sale-and-renewal-tasks-image-mu947hoo.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A15Z&se=2026-11-09T12%3A30%3A15Z&sr=c&sp=r&sig=tdV6OC9oSAAmZD26S3lOP4POoWio51Nh%2FaqGstfUg50%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Memberships Overview](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users) - See [Add Services to your pricebook](/residential-s-r/docs/add-services-to-your-pricebook) A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income