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.
