---
title: "Sell membership add-ons from the office"
slug: "sell-membership-add-ons-from-the-office"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"]
updated: 2026-10-16T01:12:37Z
published: 2026-10-16T01:12:37Z
canonical: "help.servicetitan.com/sell-membership-add-ons-from-the-office"
---

> ## 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.

# Sell membership add-ons from the office

## 

## Overview

You can attach membership add-ons to membership sale or renewal items on an estimate or invoice to enhance or customize a membership. For example, you can add a surcharge to an HVAC membership’s monthly billing invoice to account for multiple AC units.

[Sell membership add-ons from the office Video](https://fast.wistia.net/embed/iframe/ekbbd1hru5?web_component=true&seo=true&videoFoam=false)

---

### 

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

- Administrators and managers
- Primarily benefits Residential Service and Replacement business types
- Applies to all trades

****Feature configuration****

- Account configuration is required. Please contact [Technical Support](/residential-s-r/docs/contact-servicetitan-technical-support) for details.

## Things to know

- Membership add-ons are pricebook service items you can use to Supplement a membership. For more, see [Set up membership add-ons](/residential-s-r/docs/set-up-membership-add-ons).
- When you attach a membership add-on, the price is automatically rolled into the total membership price. The customer does not see the individual price of the add-on.
- Technicians can [sell membership add-ons in ServiceTitan Mobile](/residential-s-r/docs/sell-membership-add-ons-in-servicetitan-mobile).

## Add a membership add-on to an invoice or estimate

When you [sell a new membership or membership renewal from the office](/residential-s-r/docs/sell-memberships-from-the-office), after you add the membership task to an invoice or estimate, you can attach membership add-ons to customize the membership:

1. [Find the invoice or estimate](/residential-s-r/docs/use-search-in-servicetitan) that you want to add a membership to.
2. On the invoice or estimate, click **Add a task**.
3. Select **This is an add-on task**.
4. Click the **Parent task** dropdown and select the membership item you want to attach the add-on to.
5. Use the **Name** field to search for the membership add-on by code or keyword and click it to select it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-membership-add-ons-from-the-office-image-1bohxu7y.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A24Z&se=2026-11-09T12%3A30%3A24Z&sr=c&sp=r&sig=pc3KwdpKa%2FTlBKeajik2yHcs9r8VUhI%2BITRncd2Ghb8%3D)
6. Enter any other additional details for the add-on in the **Description** field.
7. Click **Save.**

The total price of the membership item adjusts by the price of the membership add-on.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-membership-add-ons-from-the-office-image-j7l4r8td.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A24Z&se=2026-11-09T12%3A30%3A24Z&sr=c&sp=r&sig=pc3KwdpKa%2FTlBKeajik2yHcs9r8VUhI%2BITRncd2Ghb8%3D)

## Want to learn more?

- Visit [Membership Add-On Best Practices](https://servicetitan.docebosaas.com/academy/learn/courses/637/Sell-Membership-Add-Ons-from-the-Office)
- See [Memberships glossary](/residential-s-r/docs/memberships-glossary)

An adjustment to the original insurance scope of work submitted to the insurer after tearoff reveals additional damage not in the initial claim.

**What it does:** Recovers additional revenue for legitimate extra work discovered on-site, ensuring contractors are paid for the full scope of insurance jobs.

**Also called:** Claim supplement, Scope adjustment

**Tags:** Roofing / Exteriors

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)