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.
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.
