Forum Discussion

DWPGINC's avatar
DWPGINC
Contributor 3
3 days ago

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

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 ma...
software
AnthonySalazar's avatar
AnthonySalazar
Verified Community Coach
3 days ago

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.