--- title: "Guide to using the Pricebook to configure memberships" slug: "guide-to-using-the-pricebook-to-configure-memberships" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:11:30Z published: 2026-10-16T01:11:30Z canonical: "help.servicetitan.com/guide-to-using-the-pricebook-to-configure-memberships" --- > ## 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. # Guide to using the Pricebook to configure memberships ## Overview Many membership tasks are done using membership settings, but some membership configurations are set up in the pricebook. Understanding Recurring service types, Invoice templates, and pricebook tasks using both the pricebook and memberships wizard will help you assemble the exact membership you want. All information below is based on a membership that is billed once, for which revenue is deferred. --- ### #### Who uses this feature - Administrators, Managers, and Accountants ## Things to know - If this accounting scenario does not apply to you, see [Membership Accounting Options](/residential-s-r/docs/membership-accounting-options) to learn about other membership accounting options. - You will need to set up recurring service types and recurring service invoice templates before you set up membership add-ons. ## Step one: Add a membership Membership setup, including creating a new membership, is done in the memberships wizard. To access the memberships wizard, 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%3A45Z&se=2026-11-09T12%3A30%3A45Z&sr=c&sp=r&sig=jNiLVZT0LFwA6Wjk%2FBUdCwZnQBx5nh8DxVaDPY5%2FAsI%3D) **>** **Invoicing** > **Membership types**. Click **Add**. ![memebrship type gif](https://images.ctfassets.net/mb2ty0185mk8/3s3ya4SbO0v5RqMM8NxnW7/bb363ad7f6e897cdf4f174c709ab76ba/memebrship_type.gif) To learn more about membership settings, see [Create membership types](/residential-s-r/docs/create-membership-types) ## Step two: Complete additional setup Some membership setup will need to be done directly in the pricebook. To access the pricebook, 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%3A45Z&se=2026-11-09T12%3A30%3A45Z&sr=c&sp=r&sig=jNiLVZT0LFwA6Wjk%2FBUdCwZnQBx5nh8DxVaDPY5%2FAsI%3D) **>** **Invoicing** > **Pricebook**. The column *Memberships Wizard or Pricebook* details whether membership setup is part of the memberships wizard or done directly in the pricebook. After you've added a membership, you can configure the membership to create a new sale, Renewal task, or set up Deferred revenue for Recurring services. | **Task** | **Purpose** | **Fields** | **Membership Wizard or Pricebook** | | --- | --- | --- | --- | | Create a new sale task | A new sale task is placed on the invoice to sell a membership. | **Details** - **Code**—Service code entered when adding a task - **Name**—Display name technicians see when adding the task from the field Item - **Description**—Description of the task that appears on the invoice - **Price**—Standard price of the task - **General ledger account (QB liability account)**—Choose which Income Account the new service is tied to. Enter the name of the account only. - **Taxable**—Select this box to enable taxable status. - **Deferred revenue**—Select this box to flag the new service as deferred revenue. See [Set up deferred revenue for membership types](/residential-s-r/docs/set-up-deferred-revenue-for-membership-types) for more details. **Commission Tab** Enter a bonus amount or commission you want to pay when the membership sells. - **Hours**—Sold/billable hours for the task - **$ Bonus**—Flat rate bonus for this task - **% Bonus**—Bonus percentage paid for this task - **Pay tech-specific bonus**—Selecting this checkbox will pay the Default Adjustment Rate according to the technician's bonus settings. This allows a different percent bonus for each technician. - **Pays Commission**—Select this box if the technician should receive a commission for this service. **Materials tab** - Materials are usually not attached to a new membership sale. **Equipment tab** - Equipment is usually not attached to a new membership sale. **Workflow tab** - Text in the tab will be automatically populated with the membership name. | **Membership Tab** - Creating a new sale task is done in the second step of the memberships wizard. If you want to select an existing pricebook task, you can use the memberships wizard. Click **Billing**>**New Sale Tasks**>**Existing Tasks**. In the Existing Tasks field, select from an existing pricebook task. | | Create a renewal task | Renewal tasks are used when you generate renewal estimates. You can also add renewal tasks to an existing invoice if the customer indicates they want to renew their membership. | **Details** - **Code**—Service code entered when adding a task - **Name**—Display name technicians see when adding the task from the field - **Item Description**—Description of the task that appears on the invoice - **Price**—Standard price of the task - **General ledger account (QB liability account)**—Choose which Income Account the new service is tied to. Enter the name of the account only. - **Taxable**—Select this box to enable taxable status. - **Deferred revenue**—Select this box to flag the new service as deferred revenue. See [Set up deferred revenue for membership types](/residential-s-r/docs/set-up-deferred-revenue-for-membership-types) for more details. **Commission Tab** - Enter any bonus amounts or commission you want to pay out when the renewal sells. - There is no need to enter sold hours on the renewal task. **Materials tab** - Materials are usually not attached to a new membership sale. **Equipment tab** - Equipment is usually not attached to a new membership sale. **Workflow tab** - The number of months is the duration of the renewal (number of months before the renewal membership will expire) | **Membership Tab** - Creating a new sale task is done in the second step of the memberships wizard. If you want to select an existing pricebook task, you can use the memberships wizard. Click **Billing**>**New Sale Tasks**>**Existing Tasks**. In the Existing Tasks field, select from an existing pricebook task. | | Add deferred revenue (+/-) tasks | Deferred revenue tasks are placed on recurring service invoice templates so revenue can be realized when the service is performed. Each recurring service requires both a positive (+) and negative (-) task. The price of these tasks together should equal zero. Create or edit deferred revenue tasks by going to the navigation bar and clicking Settings. In the side panel, click **Invoicing**>**Pricebook**>**Services**. The positive (+) task is the amount of revenue being realized when the service is performed. The negative (-) task reconciles this revenue in your liability account. | **Details** - **Code**—Service code entered when adding a task - **Name**—Display name technicians see when adding the task from the field Item Description—Description of the task that appears on the invoice - **Price**—Standard price of the task - **General ledger account (QB liability account)**—Choose which Income Account the new service is tied to. Enter the name of the account only. - **Taxable**—Select this box to enable taxable status. - **Deferred revenue**—Select this box to flag the new service as deferred revenue. See [Set up deferred revenue for membership types](/residential-s-r/docs/set-up-deferred-revenue-for-membership-types) for more details. - **General Ledger Account for the Positive (+) task**: The general ledger account should be the QB income account for realized membership revenue. - **General Ledger Account for the Negative (-) task:** The general ledger account should be the QB liability account for deferred membership revenue. - **Categories**—Select the categories this task will be grouped under in your pricebook for use with ServiceTitan Mobile. - Select **Taxable** or **Loyalty Program Eligible** if these settings apply to your task. **Commission tab** N/A **Materials tab** N/A **Workflow tab** There is no need to enter any membership settings here. Revenue recognition tasks are not used to trigger a new membership or renewal. | **Memberships Wizard** Create deferred revenue tasks in the third step of the Memberships Wizard by clicking **Add Recurring Service**>**Create New Service**>**Invoice Template**>**Create**). You can also use the Memberships Wizard to attach an existing recurring service (Step Three:**Recurrences**>**Add Recurring Services**>**Add Existing Service**). The deferred revenue tasks are already on the recurring service invoice template. **Note** In the third step of the membership wizard, ensure Deferred is selected. | ## Step three: Set up recurring services While you are at a customer job site, you may have time to perform work related to the customer's membership. By marking a recurring service as complete, you will make sure that the office does not schedule unnecessary work, or work that you have already performed. | **Task** | **Purpose** | **Fields** | **Membership Wizard or Pricebook** | | --- | --- | --- | --- | | Create a recurring service type | Every service included with a membership needs to have a separate recurring service type. The recurring service type will determine the frequency of the membership service. To assist customer service representatives, you can enter job details in the Memberships Wizard. | - **Tags**—Recommended: Enter a tag for the recurring service. This tag will be applied to all jobs when the service is booked. - **Invoice template**—The invoice template used when the service is booked. - **Business Unit**—Business units allow you to keep multiple business sectors separate. - **Job Type**—Job types are used to preset certain variables when the job is booked, including duration, tags, priority level, and default included services. See [Set up and use job types](/residential-s-r/docs/set-up-and-use-job-types) for more information. - **Priority**—Urgency level for the job - **Campaign**—Campaigns help you automatically track the source of all your incoming leads. - **Job Summary**—A description of the job visible to the technician and back office employees - **Recurrence type**—The interval at which the service is repeated. Choose from weekly, monthly, seasonal, or daily - **Interval**—Amount of time between service - **Duration Type**—Choose from a continuous type of duration of if the customer purchased a finite number of visits. | **Memberships Wizard** Create deferred revenue tasks in the third step of the memberships wizard by clicking **Recurrences**>**Create New Service**>**Save**). You can also use the memberships wizard to attach an existing recurring service (Step Three:**Recurrences**>**Add Recurring Services**>**Add Existing Service**). The deferred revenue tasks are already be on the recurring service invoice template. | > [!NOTE] > **Note:** To edit an existing recurring service type, click **Settings**>**Invoicing**>**Recurring Service Types**. ## Optional: Set up add-ons for the membership | **Task** | **Purpose** | **Fields** | **Membership Wizard or Pricebook** | | --- | --- | --- | --- | | Add membership add-ons | You can customize membership plans with add-on services and add-on charges. When you sell an add-on, the add-on price will be rolled into the membership (the customer does not see a breakdown). If the add-on is for an extra recurring service or recurring service upgrade, these services will automatically appear on the membership. | Set up a pricebook task for each membership add-on. When doing so, you can: - Add up-front charges to the membership - Add a new recurring service to the membership - Upgrade an existing recurring service See [Set up membership add-ons](/residential-s-r/docs/set-up-membership-add-ons) for more information about setting up membership add-ons. | **Pricebook** Create membership add-ons in the pricebook by clicking **Settings**>**Invoicing**>**Pricebook**). When adding a new service, add the membership add-on price to the **Add On Price** field in the **Details** tab. | ## Want to learn more? - See [Basic Membership Workflows](/residential-s-r/docs/basic-memberships-workflows) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [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) 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 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) 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 The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [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)