Membership tracking and pricing

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

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.

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Membership tracking and pricing

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