Overview
You can attach currently installed equipment to memberships at the point of sale. This is especially useful for jobs where you service multiple equipment items at a single service location.
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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.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration is required to use this feature. Please contact your office for details.
Things to know
To attach equipment to a membership, the membership must cover a single service location and have at least one recurring service.
Only installed equipment can be added to a membership.
Membership equipment can only be added through the invoice, not the estimate.
Adding equipment to a membership is optional. Recurring services of a membership are scheduled into recurring events even if no equipment is specified.
If a membership is sold without equipment attached, office employees can attach equipment to a membership later from the office.
Attach equipment to a membership in an invoice in the Field Mobile App
Open the job and tap the Invoice tab.
At the bottom of the screen, tap Add > Invoice Item.
In the pricebook that opens, find the membership you want to sell—as indicated by the Membership Sale tag—then tap it to open it.
On the membership that opens, scroll to the Membership Equipment section and tap Add.
Select the existing equipment you want to add then tap Add.
The equipment is shown on the membership. Tap Add to finish adding the membership to the invoice.
Note: If the membership type includes multiple duration and billing frequency options, tap the Duration & Billing field select how often to bill the membership before tapping Add.
When finished, tap Add to Invoice.