Maintenance memberships

What you'll learn

• Design membership plans that make sense for your market
• Enroll customers and attach plans to equipment
• Forecast and schedule seasonal visits before the rush
• Track renewals and the recurring revenue they produce

Step by step

1. 1

   Design the plan

   In Memberships, create a plan with a name, price, billing period, and included visits — typically two tune-ups a year plus a repair discount and priority scheduling.

2. 2

   Set member benefits

   Define the discount percentage and any waived diagnostic fee. These apply automatically on estimates and invoices for enrolled customers, so no one has to remember the rule.

3. 3

   Enroll customers

   Enroll from the customer record and attach the plan to the specific service location and equipment. Enrollment date drives when visits come due.

4. 4

   Forecast visits

   The membership visit forecast shows every tune-up coming due by month. Use it to fill slow weeks in spring and fall instead of scrambling in the first heat wave.

5. 5

   Schedule and record visits

   Book forecast visits straight onto the Dispatch board. When the job completes, the visit is recorded against the membership so remaining entitlements stay correct.

6. 6

   Manage renewals

   Track upcoming expirations and renew or cancel with a note. Memberships are the most reliable revenue in the trades — protect the renewal list.

Tips and common mistakes

• Two visits a year, a 15% repair discount, and priority scheduling is a proven baseline plan.
• Enroll at the end of a repair visit — that's when the value is most obvious to the customer.
• Forecast visits a season ahead so you can staff for them rather than react.