Overview
Customers who have memberships can receive a discount on items in your pricebook. This discount can vary according to what the customer orders and who the customer is. This article describes multiple methods of giving members discounts.
Who uses this feature
Administrators and office employees
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Things to know
To give a member a discount, it helps to have at least one membership set up. See Understanding Memberships to learn how to create a membership.
You can apply membership prices to services and equipment items. To apply membership prices to material items, contact Technical Support.
It helps to have business units or categories set up before configuring membership discounts. See How to add or edit business units to learn how to set up business units and categories.
If a discount is applied to an item both on the membership type and on static member price, ServiceTitan applies the one with the highest percentage to benefit your customer.
Customers with active memberships will see a Member Discount section on their invoices and estimates, highlighting the amount they saved. Those without an active membership will see a Potential Savings section, showing how much they could save by becoming a member.
Using discounts with Pricebook
Go to the navigation bar and click Pricebook.
In the side menu, click Services or Equipment, depending on the item you want to edit. The item table opens.
Browse the table or use the search field to find the item you want to edit. You can search by item code, name, or description.
Tip: To filter the list of items, click Filters. You can filter based on category, sold hours, price, and other details. After setting your filters, click Apply.
For the item you want to edit, on the right side of the item table, click More
and select View/Edit Item. 
The Edit Item screen opens. In the Member Price field, edit or apply a new membership price.
Using discounts with Membership Type Settings
Go to the top toolbar and click Settings
.In the side panel, click Invoicing > Membership Types.
On the membership type you want to add a discount to, click Edit.
The Edit Membership screen opens. Under Step 1, click the Basics dropdown, and then click Discount.
Select Allow proportional markup of standard price on $0 items. You can select one of three ways to apply discounts to your membership types.
All Services: Applies a universal discount to all member invoices items, including materials, services, and equipment. Add the percentage amount you would like to discount.
Business Units: Selecting Business Units applies a discount to invoice items based on the business unit that has been assigned to the job. Click the Business Units dropdown then click the business unit(s) to apply the discount. Enter the percentage amount you would like to discount.
Note: If you select Do not discount if percentage is set to 0% and set a business unit discount percentage to 0%, the discount for that business unit will be 0%. This will override any member price from the pricebook.
Categories: This is the most common method of setting up discounts in ServiceTitan. This applies a discount to everything that falls under a category from your pricebook.
Note: If you select Do not discount if percentage is set to 0% and set a pricebook category discount percentage to 0%, the discount for that category will be 0%. This will override any member price from the pricebook.
When done, click Save & Next.
Discounts on Invoices
Showing customers how much money they’ve saved is helpful for technicians when they are working with customers on at a job and have the opportunity to sell a membership. There are a few methods of providing customers with this information:
Discount calculations on non-member invoices
Regardless of whether proportional markup is enabled or disabled, or whether the Pricebook differences or percentage discount method is being used or not, when an invoice is generated, a range of potential savings based on all different types of memberships will display next to an item.
Note: You can enable or disable this feature. Please contact Technical Support for details.
Discount calculations on member invoices
If a customer is a member, their savings appear on the invoice under Members Savings.
Note: You can enable or disable this feature. Please contact Technical Support for details.
Discounts in ServiceTitan Mobile
ServiceTitan Mobile gives technicians membership information, including savings on equipment and services.
Viewing membership savings in the Estimates tab
If a customer is a member, you can see their member price after adding an item to their job estimate. Membership pricing appears when adding items from the Pricebook and on their estimate.
Membership pricing is also highlighted when viewing the estimate in presentation mode.
FAQ
What’s the difference between Membership Savings and Potential Savings?
Memberships typically include discounts on invoice items. Printed invoices can be configured to show the amount of savings a member received compared to standard pricing. Non-member invoices show the potential savings they could have received if they were a member. Because discounts vary between membership types, the potential savings is usually a range of amounts. For more, see Apply membership discounts.
What if two discounts are set? For example, I have a member price set in the Pricebook and a membership type discount set. Which one will apply?
The greater of the two discounts will be applied.
If a customer has more than one membership with competing category discounts, how will I know which one they will get?
ServiceTitan will calculate per membership type, then compare them to select the greatest discount.
Why can’t I enter a $0 amount in the Price field?
The number 0 is recognized as null in ServiceTitan. You can give a full discount through a membership type.
What happens if there is more than one discount, which discount will get generated?
The greater of the two discounts will be generated. For example, if your task price is $100 and the member price is $90 and the membership type discount is 20% off. The member price is the lower amount at $80, so the member price discount will be generated. This gives the customer the highest discount of the two.
How will a task be discounted if a customer is a member before the task is added to the invoice?
The task will be discounted at the lowest price available to them.
Note: Check the Do not discount invoice items with memberships sale configuration to make sure the Show membership savings on customer facing invoices option is selected and member savings is on the invoice.
Tip: Make sure the tasks in Pricebook and the membership type are set for discounts.
What happens if I manually change the auto discount price of a task but we use percentage discounts in their membership types?
The manually changed discount price will be the member price and ServiceTitan will calculate a standard price that is reflective of the discount given by that membership type. For example, a customer has a membership that gives a 10% discount for all services under category 1. If you add an item from category 1 priced at $89.33, that item is added to your invoice at $80.40, because the 10% discount is applied. If you manually change the price to $70, now the customer-facing invoice will show a member savings of $7.77 because 10% of 70 is 7.77.
Note: This will happen even if you select the Allow proportional markup of standard price on $0 items option.
What happens if I manually change the auto discount price of a task but I have already set a member price for discounts?
The selected price of the user will become the member price and ServiceTitan will calculate a standard price that maintains a percentage difference between the standard and member price of the item in the Pricebook. ((Standard price - Member Price) ÷ Standard Price)) x 100 = the percentage difference. For example, the Pricebook standard price is $100 and the Pricebook member price is $90. But you decide to sell it to a member for $80. $80 becomes the new member price and $88 would be the new standard price. This shows the new member price is 10% lower than the standard price.
Note: This will happen even if you select the Allow proportional markup of standard price on $0 items option.
Why do both the standard price and my manually entered price show the member price on the printed invoice?
This is because your task in the Pricebook has a standard price of $0 and a member price that is greater than or less than $0.
What happens if the standard and member prices are both less than $0?
ServiceTitan will display the amount in the Pricebook Price field on the print invoice for both the Standard Price and Your Price.
Why doesn’t membership savings appear on an invoice?
The most common reason is that the membership does not give any discounts.
Will the discounted items be affected if I have an existing membership and estimate with a sales task sold but I perform the work later?
No. The discounted items on the invoice will not be affected. If you tap Perform Work Now and select Do not discount invoice items with memberships sale, then the invoice will be affected.
Why is the amount on membership savings shown on an estimate higher than it should be?
Membership savings also include material costs to the calculation. If you are not charging your customer for materials, then the discount amount shows a higher amount.