Add ons to memberships

Taysg
New Contributor

Hi all, We are just getting the hang of service titan and are having issues implementing our memberships, We can't seem to find a way to have a main piece of equipment on the plan as primary and then another piece or a few other pieces as secondary's.. Could anyone tell me what were missing?

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This video was a lifesaver for me when I was setting up memberships, hope it can help you with add ons!

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning