Overview
You can attach add-ons to membership sale or renewal tasks on an invoice or estimate. Use add-ons to attach surcharges, add supplemental Recurring services, and enhance existing recurring services.
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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.
The Edit Item Details permission is required to use this feature. Please contact the account administrator on your team.
Things to know
Membership add-ons are items in your pricebook. Make sure your office has set up membership add-ons for all the memberships your business offers.
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.
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.
Attach a membership add-on to an estimate in the Field Mobile App
Open the job (Residential) or Work Order (Commercial) and tap the Estimates tab.
Tap the estimate to open it.
Scroll to the Items section and tap Edit.
On the Estimate Items screen that opens, add the membership as a sale or renewal task. If you already did that, just tap the membership to open it.
On the membership that opens, tap Membership Add-on or scroll to the Membership Add-on section and tap Add.
In the pricebook that opens, find the add-on item you want to attach—as indicated by the Membership Add-On tag—then tap Add > Create Item Group.
The add-on is shown on the membership. When finished, tap Add or Update.
Tip: To modify the add-on, tap it to edit it.
Note: If you're attaching the add-on while adding the membership as a sale or renewal task, make sure you tap Add to Estimate to finish adding everything to the estimate.
Attach a membership add-on to an invoice in the Field Mobile App
Open the job and select the appropriate tab:
Residential: Tap Invoice.
Commercial: Tap Work Order.
Scroll to the appropriate section and tap Add or View:
Residential: Invoice Items
Commercial: Work Order Items
On the items screen, add the membership as a sale or renewal task. If you’ve already added it, tap the membership to open it.
Add a membership add-on using either option:
Tap Membership Add-on.
Scroll to the Membership Add-on section and tap Add +.
In the pricebook, find the item you want to attach. Eligible items have a Membership Add-On tag.
Tap Add > Create Item Group. The add-on appears on the membership.
When finished, tap Add or Update to save your changes.
Tip: To modify the add-on, tap it to edit it.
Note: If you're attaching the add-on while adding the membership as a sale or renewal task, make sure you tap Add to Invoice (Residential) or Add to Work Order (Commercial) to finish adding everything to the invoice.