Sell membership add-ons in ServiceTitan Mobile

  • Updated on Apr 8, 2026
  • Published on Mar 25, 2026
  • 1 minute(s) read
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Overview

You can customize memberships and membership renewals on an estimate or invoice with membership add-ons. You can use add-ons to attach surcharges, add supplemental recurring services, and enhance existing recurring services.

Who uses this feature

  • Technicians

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • Memberships add-ons are items in your pricebook. For more, see How to set up membership add-ons.

  • 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.

Add a membership add-on to an estimate or invoice

You can attach a membership add-on after you add a membership sale or renewal task to an invoice or estimate:

  1. From the invoice or estimate, tap the membership item you want to attach the membership add-on to. Invoice summary showing Gold Membership Plan with options to remove or replace.The Edit details screen opens

  2. Tap + Sub-Item. Editing details for Gold Membership Plan with quantity and price options displayed.Your pricebook opens.

  3. Search for the add-on item and tap Add . Membership section displaying billing surcharge item with price and add button.The Edit details screen refreshes with the add-on listed under Package details.

  4. You can attach additional add-ons, tap the add-on to edit it, or, if you're done, tap Save. Editing membership details with quantity, price, and billing surcharge options displayed.

The estimate or invoice refreshes. The price of the add-on is included in the membership item price.

Details of a Gold Membership Plan with pricing and options to remove or replace.

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