--- title: "Generate, print, and email membership renewal estimates" slug: "generate-print-and-email-membership-renewal-estimates" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:13:49Z published: 2026-10-16T01:13:49Z canonical: "help.servicetitan.com/generate-print-and-email-membership-renewal-estimates" --- > ## 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. # Generate, print, and email membership renewal estimates ## Overview Printing and emailing membership renewals is helpful for technicians and back office employees who have customers interested in renewing a membership and want financial details before doing so. [Generate, print, and email membership renewal estimates Video](https://fast.wistia.net/embed/iframe/bbe6o8uta9?web_component=true&seo=true&videoFoam=false) --- ### ****Who uses this feature**** - Office employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## ## ## Things to know - You can generate membership renewal estimates for an individual customer or in bulk. - After you renew a membership, you can print or email the renewal invoice to the customer. - After you generate membership renewal estimates, you can follow up and sell membership renewals. - For details on how to follow up on expiring memberships, log follow up notes, and sell membership renewal estimates, see [Follow up on expiring memberships](/residential-s-r/docs/follow-up-on-expiring-memberships). ## Create membership renewal estimates 1. Go to the navigation bar and click **Follow Up.** 2. Click the **Expiring Memberships** tab. > [!NOTE] > **Note:** You can filter the expiring memberships list by business unit, Membership type, membership expiration date, or opportunity status. *![List of follow-up items](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-print-and-email-membership-renewal-estimates-image-fiydyqf6.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A26Z&se=2026-11-09T12%3A30%3A26Z&sr=c&sp=r&sig=0ezOr3JDcEHO%2BBFWpgJ%2BVsGcS2%2FykgKlzwf7TVKhA80%3D)* 3. Select the memberships for which you want to create renewal estimates. If you need to renew all listed memberships, click **Select all. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-print-and-email-membership-renewal-estimates-image-xw1gz1x1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A26Z&se=2026-11-09T12%3A30%3A26Z&sr=c&sp=r&sig=0ezOr3JDcEHO%2BBFWpgJ%2BVsGcS2%2FykgKlzwf7TVKhA80%3D)** 4. Click **Bulk Edit**. 5. Select **Build Estimates** and click **Apply**. > [!NOTE] > **Note:** If the customer has membership add-ons, the add-ons are included on the renewal estimate. ## ## Print or email a renewal estimate for an individual 1. Go to the navigation bar and click the **Follow Up** icon. 2. Click **Expiring Memberships**. > [!NOTE] > **Note**: You can filter the expiring memberships list by business unit, membership type, membership expiration date, or opportunity status. 3. Click a renewal estimate to open it in a new tab. 4. Click the **Email** or **Print** icon, located in the top corner of the estimate. If you click **Email**, fill out the details accordingly and click **Send.** **![Buttons for Sold/Convert, Dismiss, Calculate, and print options are displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-print-and-email-membership-renewal-estimates-image-jmwgtesb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A26Z&se=2026-11-09T12%3A30%3A26Z&sr=c&sp=r&sig=0ezOr3JDcEHO%2BBFWpgJ%2BVsGcS2%2FykgKlzwf7TVKhA80%3D)** The renewal estimate is also available on the customer or Location Record. 1. Go to the [customer or location record](/residential-s-r/docs/customer-and-location-records-overview). 2. Click the membership name or location to open the customer’s membership window. 3. Click the **Email** or **Print** icon, located in the top corner of the estimate. ## ## Print renewal estimates in bulk You can use *Bulk Edit* in the *Expiring Memberships* tab to print estimates in bulk or generate email renewal estimates in bulk, if you want to do a mass printing or mailing. > [!NOTE] > **Note**: Estimates cannot be mass-emailed from the Follow Up tab. They can only be sent individually. 1. From the *Follow Up* page, go to the **Expiring Memberships** tab and select the renewal estimates you want to print. > [!NOTE] > **Note:** Make sure there’s a renewal estimate in the Estimate column for each membership you want to print estimates for. 2. Click **Bulk Edit**. ![expiring memberships with options for bulk editing](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-print-and-email-membership-renewal-estimates-image-739h1pft.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A26Z&se=2026-11-09T12%3A30%3A26Z&sr=c&sp=r&sig=0ezOr3JDcEHO%2BBFWpgJ%2BVsGcS2%2FykgKlzwf7TVKhA80%3D) 3. The *Bulk Edit* window opens. 4. Select **Print Estimate,** then click **Apply**. After you generate membership renewal estimates, you’re ready to [follow up and sell membership renewals](/residential-s-r/docs/follow-up-on-expiring-memberships). ## ## Want to learn more? - See [Renew a membership](/residential-s-r/docs/renew-a-membership). - See [Follow up on expiring memberships](/residential-s-r/docs/follow-up-on-expiring-memberships). 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) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)