How Do You Track Service Agreement Members and Apply Member Pricing Automatically?

Question

I'm really trying to structure a service agreement and to keep it contained within Jobber for simplicity.
Things that I need

Once I sell the membership we need to find a way to automatically mark/tag/flag the customer as an active member
When that member calls in have a way for me CSR to be able to see that the client as a member
When a new quote is created have a line item automatically populate so that the service technician in the field (IOS app) will be able to identify the customer as a member.
Secondary pricing for members would be a great bonus.
Reporting on members&nbsp;&nbsp;

homeownership · Answer

One thing I would add is a way to track the membership renewal or expiration date. It would be helpful if there was an alert before it expires so the customer doesn’t fall through the cracks and the team knows when it is time to follow up.

anthonysalazar · Answer

One thing I do for different membership tiers or prepayment plans is using the "tag" in Jobber and custom fields to note which clients have which plan. It helps you quickly filter through all of your customers on that tier. And you can report against tags or custom fields when you export the list from Jobber.

travisshepherd · Answer

To manage service agreements natively in Jobber, set up a Client Custom Field named "Membership Status" under settings so active members show a clear tag on their profile and work orders. Set up recurring monthly or annual auto-pay billing through Jobber Payments to handle dues automatically.

For discounted pricing, add dedicated member-rate items directly to your Products and Services catalog, or apply a line-item percentage discount on quotes and jobs for clients with the active member tag. For included annual visits or inspections, create a recurring job scheduled for every 6 or 12 months with the invoicing set to zero since dues cover the visit.

jjd921 · Answer

This is the part I kept hitting too, and I think it's the one piece the answers above don't cover - travisshepherd's setup handles flagging, dues and member pricing well, but a custom field holds a status, not a date, so nothing tells you the agreement is about to lapse.

Two things that fixed it for me.

First, store the renewal date as its own field, not just the membership tag. A status tells you they're a member; it can't tell you they stop being one in three weeks.

Second, count the included visits as they're completed. This is the one that actually costs money - an annual agreement with 4 visits where the customer only booked 2 renews with 2 unused, and nobody notices until they ask for them. Tags and exports won't catch that; it needs the visit history.

You can do this in a spreadsheet alongside Jobber, and that's genuinely where I'd start. I got tired of maintaining mine and ended up building a Jobber add-on thatdoes it, currently in review with Jobber. Happy to share how I structured it either way, the structure is the useful part.

dwpginc · Answer

The problem for me with creating a percentage discount is that I'm a little OCD with my invoices ending in 5 or 0. I may have to get over it.&nbsp;

Forum Discussion

How Do You Track Service Agreement Members and Apply Member Pricing Automatically?

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