Included member visits — the spring tune-up, the fall maintenance — turn into real jobs on the dispatch board. The flow is pull-based: Run a Call surfaces every visit due in the Tune-ups due worklist; you schedule it from there.
Where due visits surface
Memberships → Tune-ups due. Every member visit whose window is open (or about to open) shows up here with the customer, plan name, and visit type (e.g. Spring tune-up).
There's no auto-created draft job sitting in the dispatch board for member visits — you create the job when you schedule it. The internal weekly digest (sent to owner / admin / staff in your in-app notifications) keeps the queue top-of-mind so visits don't slip.
Schedule a member visit
- Memberships → Tune-ups due.
- Click the visit row.
- Schedule → pick a date, time, and tech.
- Save.
The job lands on the dispatch board. It carries a MembershipPill badge — the customer's plan name (e.g. Gold · covered) — so the assigned tech knows it's a member visit before they show up.
On the job
| Element | Detail |
|---|---|
| Member badge | The customer's plan name on the job header. |
| Pre-loaded line items | From the template (inspection, filter change, etc.). |
| No charge for the visit | The visit is covered by membership. |
If the tech upsells (finds a failing capacitor, replaces it):
- The member discount auto-applies to the new line items they add.
- An invoice is created at close for the upsell work only — the covered visit itself doesn't bill.
Reporting
Memberships report shows active members, MRR, renewals, and lapsing memberships — useful for visit-completion tracking against active member count.