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Memberships

Sell recurring membership or service-agreement plans, apply member pricing automatically on jobs, and renew billing without manual follow-up.

Why teams choose this

Recurring revenue

Turn one-time customers into recurring membership revenue with maintenance or service plans.

Automatic member pricing

Discounted member pricing applies automatically when a member's job is invoiced.

Renewal on payment

Memberships renew automatically when payment succeeds, with no manual tracking.

Visible on the customer record

Membership status is visible right on the customer's profile for every team member.

How it works in practice

  • A pool service customer signs up for a seasonal maintenance plan billed automatically each month.
  • An HVAC customer's tune-up visit is invoiced automatically at their member rate.
  • An admin reviews which memberships are up for renewal this month.

Frequently asked questions

Yes, memberships renew automatically on successful payment.

Ready to put Memberships to work?

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