Each membership plan has a Repair discount, such as 15% off repairs for Gold members. You can have Run a Call take it off for you on every member's job, estimate and invoice, or apply it yourself in one click.
Turn on the automatic discount
- Go to Settings → Memberships.
- Switch on Apply the member repair discount automatically.
- Click Save changes.
It's off by default. Once it's on, the plan's repair discount lands on every new line added to a member's job, estimate or invoice, whether the line is added in the office or by a tech in the app. Each discounted line shows a Member tag, so you can tell it apart from a discount someone typed.
<!-- shot: Settings, Memberships with the Apply the member repair discount automatically switch --> <!-- shot: Job Parts & labor with a line carrying the Member tag -->Turning it on doesn't reprice lines that are already on a job, estimate or invoice. Use Apply member rate below for those.
Lines you discount by hand
A line that already has a discount is never touched. If you type your own discount on a line, yours wins. If you edit a Member discount by hand, the tag goes away and the line keeps your number.
Apply it yourself
With the switch off, or for lines that were there before you turned it on, use the one-click button. It shows the member's rate, for example Apply member rate (15%):
| Where | Where the button is |
|---|---|
| Job | On Parts & labor. |
| Invoice | On the invoice's line items. |
| Estimate | Under each option. |
The button applies the plan's rate to every line that can take it and skips lines that already have a discount. If every line already has one, you see Every line already carries a discount.
<!-- shot: Invoice line items with the Apply member rate (15%) button -->The button only shows when the customer has a membership with a repair discount. If a customer has more than one plan, the plan that applies to the job is used. See More than one membership for the same customer.
Lines that never get the member rate
- Covered tune-up visits: the lines included in the plan's visit are already covered. Add-on repairs on the same visit do get the rate.
- Package lines: a package's price is the price the customer agreed to.
- Financing fees: the financing plan sets that line.
In the mobile app
Techs can't apply the member rate from the phone. The member card on the job tells them what to expect:
- With the switch on: Member rate (15% off) applies automatically to every line you add.
- With the switch off: Member rate (15% off) — the office applies it from the job with Apply member rate.
Savings on the membership page
The Value to this customer card on the membership page counts the repair savings from lines that carry the member rate. A line added without the member rate doesn't count as a saving.