The Equipment attach report compares how often members vs. non-members replace equipment. It's the data behind the thesis that memberships drive long-term equipment sales.
Where to find it
Reports → Memberships → Equipment attach.
What it shows
Over your date range:
| Metric | What it shows |
|---|---|
| Equipment replacements | Count of jobs where an old unit was replaced. |
| Replacements by members vs. by non-members | The comparison. |
| Member attach rate | Replacements per active member. |
| Non-member attach rate | Replacements per non-member customer. |
| Attach rate multiplier | Member rate / Non-member rate. |
A multiplier of 1.0 means members and non-members replace at the same rate. Above 1.0 means members replace more often — which is what you want.
What it answers
| Question | How the report answers |
|---|---|
| Are memberships paying off long-term? | Multiplier > 1 says yes; the trust and recurring touchpoints lead to bigger sales. |
| What's the break-even period? | If a member replaces 1.5× more often, the lifetime value of a member is ~1.5× a non-member's. The membership program math falls out from there. |
| Which member tiers convert better? | Drill in by template if you offer multiple tiers. |
Filters
- Date range — usually annual or trailing 12 months for stable averages.
- Equipment type — AC vs. Furnace vs. Heat Pump replacement rates.
Caveats on the data
| Caveat | Detail |
|---|---|
| Small populations are noisy | If you have 30 members, one equipment replacement moves the rate a lot. Look at trailing-12-month windows for stability. |
| Member tenure matters | Brand-new members haven't had time to replace; they drag the rate down. Filter to members of 1+ year if you want a fair comparison. |
| Members are self-selected | People who buy a membership were already more likely to be repeat customers. The lift isn't 100% causal — but it's still real and useful. |
Using the data
| Use | Action |
|---|---|
| Pricing decisions | If attach multiplier is 1.5+, you can afford to subsidize the membership price (treat it as a customer-acquisition cost) and still profit on equipment. |
| Sales scripts | Tell prospective members the data ("our members replace 1.5× more often, which means we're the natural choice when their unit goes"). |
| Tier design | If a high-tier replacement rate is much higher than basic, push more customers up to high-tier. |