---
title: "Manage pre-bundled membership items"
slug: "manage-pre-bundled-membership-items"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - Owner Admin", "Type - Commercial"]
updated: 2026-10-16T01:12:41Z
published: 2026-10-16T01:12:41Z
canonical: "help.servicetitan.com/manage-pre-bundled-membership-items"
---

> ## 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.

# Manage pre-bundled membership items

## 

## Overview

Create pre-built membership sales bundles to add recommended items to the invoice automatically after the membership is sold. This lets you quickly add a set of related items to invoices with one click—saving time, and ensuring consistent, accurate pricing across jobs.

---

### 

****Who uses this feature****

- Administrators, Managers, and Accountants
- 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.

Create Pre-bundled Memberships

Create a pre-built membership bundle by adding the bundle items to the membership sale task.

1. From the navigation bar, go to **Pricebook.**
2. Go to **Services.**
3. Search for the membership sale task that is added to the *Membership type* in *Settings*. For more, see [Create new sale and Renewal tasks](/residential-s-r/docs/create-new-sale-and-renewal-tasks).
4. In the *Recommendations* field, add the items you want to add to the sale task as a pre-bundle. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-pre-bundled-membership-items-image-se3q2s4b.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A25Z&se=2026-11-09T12%3A29%3A25Z&sr=c&sp=r&sig=XJJ65pf%2Bg1%2BnHqHTrU5hgECQ3potKER44%2FzGNVhPpvA%3D)

> [!NOTE]
> **Note:** Items added to the Recommendations field in Pricebook do not automatically add to the invoice. This only occurs when the Pre-bundled Memberships feature is enabled on your account. Please contact Technical Support for details.
5. When finished, click **Save.**

After the membership sale task is added to an invoice, the items from the pre-built bundles will automatically apply to the invoice.

## Want to learn more?

- See [Set up membership add-ons](/residential-s-r/docs/set-up-membership-add-ons)
- See [Create new sale and renewal tasks](/residential-s-r/docs/create-new-sale-and-renewal-tasks)

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)

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)