--- title: "Using memberships features" slug: "using-memberships-features" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - CSR Dispatch", "Role - Technician", "Type - Residential"] updated: 2026-10-16T01:12:19Z published: 2026-10-16T01:12:19Z canonical: "help.servicetitan.com/using-memberships-features" --- > ## 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. # Using memberships features ## Overview ServiceTitan offers powerful and customizable membership features you can use to help manage your Customer Memberships. --- ### ****Who uses this feature**** - Administrators and managers - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Access the Membership Wizard The Membership Wizard takes you step by step through the Membership process. Before completing the wizard, it helps to know what details the membership will feature, including how often the customer will be billed for the membership, how you will Split revenue, and membership name. Once you've used the Quick Start guide on the memberships home page to complete the necessary Pricebook setup, use the Memberships Wizard to complete the membership setup. 1. Go to the navigation bar and click the **Settings** icon. In the side panel, click **Invoicing > Membership types**. 2. Click **Add**. The Membership Wizard opens. There are three steps to the process and one Summary page. You can click on any of the dropdowns in the wizard to jump ahead or revisit membership details. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/using-memberships-features-image-619bhwie.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A29Z&se=2026-11-09T12%3A28%3A29Z&sr=c&sp=r&sig=Q9eK1eqqJ9NoKjKoDaNRf7XRBbrw5v987yLl7EtdWDo%3D) ## Set up a membership for deferred revenue, or realize revenue at the point of sale ## You can go directly into the Pricebook to map membership tasks to a Quickbooks liability or income account (General Ledger Account). See Understanding the setup for Deferred revenue to learn more information about setting up deferred revenue. ## Membership add-ons Membership add-ons allow you to sell customized memberships. You can set up a membership with basic (or even zero) services, and then sell membership add-ons according to the customer’s needs. Additionally, you can charge for add-ons, and roll add-ons into the membership cost and membership billing. You may want to use membership add-ons for the following common uses: - Additional monthly charges. - Additional systems. - Opt-ins for extra maintenance tasks. - Membership upgrades for additional services. ## Use membership add-ons for extra recurring services or as upgrades to existing recurring services ## There are two options to roll add-on services into the membership: - *Option 1 - Add an extra recurring service* The add-on can be set up so that it creates a new recurring service on the membership. For example, the customer opts in for cooling maintenance in the spring. - *Option 2 - Upgrade existing recurring service* The add-on could also be set up as an upgrade to an existing recurring service. For example, two different heating systems need to be serviced for a duplex, or the member opts in for premium maintenance. ## Add-on charges will be rolled into the membership price When you create the initial membership invoice, you will check This is an add-on task. Then you will select the membership as the Parent Task. Add-on charges will be rolled into the membership price (the customer will not see the individual price of the add-on). ## Add-ons can also trigger extra billing charges You can set up add-ons so they trigger additional charges on the membership Billing template. You can even set up an add-on for an additional billing charge only (no services added to the membership). ## ## Want to learn more? - See [Basic membership workflows](/residential-s-r/docs/basic-memberships-workflows) - See [Quick Setup Guides](/residential-s-r/docs/quick-setup-guide-membership-recurring-billing-revenue-realized) 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) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-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) 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 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)