--- title: "Set up membership add-ons" slug: "set-up-membership-add-ons" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:12:34Z published: 2026-10-16T01:12:34Z canonical: "help.servicetitan.com/set-up-membership-add-ons" --- > ## 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. # Set up membership add-ons ## Overview You can customize Customer Memberships on an invoice by attaching membership add-ons from your pricebook. Use membership add-ons to include extra Recurring services, upgrade existing recurring services, and increase billing charges. For example, you can use membership add-ons to: - Supplement a monthly lawn mowing membership with quarterly tree trimming recurring services - Account for extra AC units for recurring services included with a commercial HVAC membership by adding a surcharge item to the monthly Billing template - Include an upgraded filter with a water treatment membership by adding an item to the recurring service Invoice template --- ### ****Who uses this feature**** - Administrators and managers - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## ## Things to know - 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. - You can attach multiple add-ons to a membership. - You can sell membership add-ons in [ServiceTitan Mobile](/residential-s-r/docs/sell-membership-add-ons-in-servicetitan-mobile) or from the [office](/residential-s-r/docs/sell-membership-add-ons-from-the-office). ## Create a membership add-on 1. Go to the navigation bar and click **Pricebook**. 2. Click **Add Service**. The *Add a Service* screen opens. 3. Enter the details for the add-on in the *Details*, *Commission*, *Materials*, and *Equipment* tabs. For explanations of the item fields, see [Add services to your pricebook](/residential-s-r/docs/add-services-to-your-pricebook). 4. Continue to [Set workflow actions](/residential-s-r/docs/set-up-membership-add-ons#set-workflow-actions) to configure how the membership add-on modifies a membership when it’s added to an invoice. ## Set workflow actions You can configure a membership add-on to: - Add recurring services - Add items to ongoing billing templates - Add items to recurring service invoices > **Note:** A membership add-on can perform multiple actions. For example, a membership add-on can add recurring services and add a charge item to the billing template of a membership. #### Add recurring services Select this option to add recurring services *in addition* to the recurring services included with the membership. Make sure to [create the Recurring service type](/residential-s-r/docs/create-and-edit-recurring-service-types) you want to add before configuring the add-on. 1. After you [create a membership add-on](/residential-s-r/docs/set-up-membership-add-ons#create-a-membership-addon), click the **Workflow** tab. 2. Select **Adjust the membership being sold with the following changes,** and select **Add new recurring service**. ![Options for adjusting membership](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-n0o5poe7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) 3. A recurring service type is preselected. To change it, click it and select the recurring service type you want to add from the dropdown. ![adjust mem being sold with options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-pu62t6s8.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) 4. Click the blue **Check** icon to save the change. 5. Select another option to modify the membership further or click **Save** if you're done. #### Add items to ongoing billing templates For ongoing memberships, you can add pricebook service items to the billing template to increase the billed amount. For example, you can add a $10 supplemental charge to a monthly billed membership. 1. After you [create a membership add-on](/residential-s-r/docs/set-up-membership-add-ons#create-a-membership-addon), click the **Workflow** tab. 2. Select **Adjust the membership being sold with the following changes,** and select **Add additional tasks to the membership's billing template** ![add new services or tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-1j9hv50c.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) 3. Click **Add tasks/materials**. The *Create Invoice Template* pop-up opens. 4. In the *Services* section, click **Add**. ![Invoice template creation interface with options to add services and materials.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-bfdc4e9w.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D)The *Add Service* pop-up opens. 5. Use the **Code** field to search for and select the service item you want to add. ![Input field for service code](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-wljvazer.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) > [!NOTE] > **Note:** You can use the same items on different add-on types. For example, a $10 surcharge item can be added to both billing templates and invoice templates. 6. Click **Save**. The *Add Service* pop-up closes. 7. In *Create Invoice Template*, click **Save**. The pop-up closes. 8. Select another option to modify the membership further or click **Save** if you're done. #### Add items to recurring service invoices You can add service items to a recurring service invoice template. These items appear on invoices for recurring services included with the membership. For example, if a membership comes with quarterly air filter replacements and you want to include blower cleaning with each visit, you can add it as a service item to the invoice template. The customer is charged for the blower cleaning at the time of service. > **Note:** If the membership add-on is attached to a membership that doesn’t include the recurring service that is modified by the add-on, the customer is billed for the add-on but the membership’s recurring services do not change. 1. After you [create a membership add-on](/residential-s-r/docs/set-up-membership-add-ons#create-a-membership-addon), click the **Workflow** tab. 2. Select **Adjust the membership being sold with the following changes,** and select **Add additional tasks to the recurring service invoice template**. 3. A recurring service type is preselected. To change it, click it and select the recurring service type you want to modify from the dropdown. ![Dropdown menu showing service options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-qkit2oiz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) 4. Click the blue **Check** icon to save the change. 5. Click **Add tasks/materials**. The *Create Invoice Template* pop-up opens. 6. In the *Services* section, click **Add**. ![Invoice template](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-h2gf4w9t.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D)The *Add Service* pop-up opens. 7. Use the **Code** field to search for and select the service item you want to add. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-membership-add-ons-image-g5mn055p.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A11Z&se=2026-11-09T12%3A29%3A11Z&sr=c&sp=r&sig=yhW%2FEkmDM8HrjPxS5L6PkWhINMirpZRbPLKPR3bdfgY%3D) > [!NOTE] > **Note:** You can use the same items on different add-on types. For example, a $10 surcharge item can be added to both billing templates and invoice templates. 8. Click **Save**. The *Add Service* pop-up closes. 9. In the *Create Invoice Template* pop-up, click **Add tasks/materials** to add more items. Or, if you’re done, click **Save.** The *Create Invoice Template* pop-up closes. 10. Select another option to modify the membership further or click **Save** if you're done. ## ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Editing your Pricebook](https://servicetitan.docebosaas.com/academy/learn/courses/329/Editing-Your-Pricebook-Pro) - See [Attribute Deferred revenue to a membership recurring service add-on](/residential-s-r/docs/attribute-deferred-revenue-to-a-membership-recurring-service-add-on) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) 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) Billing templates are a type of invoice template that include the pricebook item used to generate billing invoices for ongoing memberships. [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 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) 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