--- title: "Sell memberships in the ServiceTitan Field Mobile App" slug: "sell-memberships-in-the-servicetitan-field-mobile-app" tags: ["Area - Field Mobile App (FMA)", "Area - Memberships", "Focus - Service Replacement", "Role - Technician", "Type - Residential"] updated: 2026-10-15T03:58:24Z published: 2026-10-15T03:58:24Z canonical: "help.servicetitan.com/sell-memberships-in-the-servicetitan-field-mobile-app" --- > ## 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 memberships in the ServiceTitan Field Mobile App ## Overview Memberships offer customers discounts and Recurring services in exchange for a one-time or regularly billed fee. Sell memberships in the Field Mobile App to help generate predictable, recurring revenue that also serves as a pipeline for additional business. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D). [KB - Sell Memberships in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/uqgmomlavw?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Primarily for Residential Service business types #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). ## Things to know - Memberships are created from Membership types. Make sure your office has [set up membership types](/residential-s-r/docs/create-membership-types) for all the memberships your business offers. - Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership. - Customers without existing memberships can see the potential savings with member pricing and add-on pricing on the estimate or invoice it's attached to. - Membership visits are booked from recurring events included with a membership. ## Add a membership to an estimate in the Field Mobile App 1. Open the job and tap the **Estimates** tab. 2. Tap the estimate to open it. 3. Scroll to the *Items* section and tap **Edit**. 4. On the *Estimate Items* screen that opens, tap **Add Items** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D). 5. In the pricebook that opens, find the membership you want to sell—as indicated by the *Membership Sale* tag—then tap **Add**. ![Membership options displayed with prices and an add button for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-erxtow8t.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) 6. If the membership type includes multiple duration and billing frequency options: 1. Open the membership and tap the **Duration & Billing** field. ![User interface showing options for duration, billing, and membership add-ons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-avinpyrj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) 2. Select how often to bill the membership. ![Options for adding a contact method with a selected ongoing annual choice.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-m6cdwvh1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) 3. Tap **Add**. 7. When finished, tap **Add to Estimate**. The membership sale task is added to the estimate and shows the member savings. ![Summary of membership savings and itemized costs for services and equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-450jmpks.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) When you [present the estimate](/residential-s-r/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#present-and-sell-estimates) to the customer, they can see their member savings. ![Proposal for A/C replacement with membership savings and total price displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-4nd5j8ko.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) ## Add a membership to an invoice in the Field Mobile App 1. Open the job and tap the **Invoice** tab. 2. At the bottom of the screen, tap **Add > Invoice Item**. 3. In the pricebook that opens, find the membership you want to sell—as indicated by the *Membership Sale* tag—then tap **Add**. 4. If the membership type includes multiple duration and billing frequency options: 1. Open the membership and tap the **Duration & Billing** field. 2. Select how often to bill the membership. 3. When finished, tap **Add**. 5. When finished, tap **Add to Invoice**. The membership sale task is added to the *Invoice Items* section of the invoice. ![Invoice details showing customer authorization and membership charges for AC installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-in-the-servicetitan-field-mobile-app-image-cgncbxeq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A39Z&se=2026-11-09T12%3A31%3A39Z&sr=c&sp=r&sig=dh6qqbQARc6OoyF%2FAnCMmt6pxxqPmItR%2Fb0wwXJNaNE%3D) ## Want to learn more? - See [Attach equipment to memberships in the ServiceTitan Field Mobile App](/residential-s-r/docs/attach-equipment-to-memberships-in-the-servicetitan-field-mobile-app-1) - See [Sell membership add-ons in the ServiceTitan Field Mobile App](/residential-s-r/docs/sell-membership-add-ons-in-the-servicetitan-field-mobile-app) - See [Renew memberships in the ServiceTitan Field Mobile App](/v1/docs/renew-memberships-in-fma) 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) 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 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)