Member discounts auto-apply to non-covered work that a member buys. The tech doesn't have to remember; Run a Call applies it for you.
How it works
When you create an estimate or invoice for a member:
- Line items load at the standard pricebook price.
- The member discount is applied at the bottom (or per-line, depending on your config).
- The customer sees both the original price and the member savings.
The discount %, line-vs-total, and which items are covered are all set on the membership template.
Configuring on the template
Settings → Memberships → [template] → Member discount.
| Field | What it does |
|---|---|
| Discount percentage | 10%, 15%, 20%. |
| Applies to | Labor only, Parts only, or Both. |
| Excluded items | Specific pricebook items that don't get the discount (e.g. expensive equipment). |
| Apply automatically | Yes (recommended). If No, the tech has to apply it manually. |
What members see
On the customer-facing invoice page:
Service call (1 hr) ............... $129.00
Capacitor (Comfort Club price) ..... $89.25 ($105.00 - 15%)
─────────
Subtotal ........................... $218.25
You saved $15.75 with Comfort Club
That You saved line — even when it's small — drives renewal. Members see the benefit.
On estimates
Same logic. If a member is getting an estimate, the discount shows. They see the original price crossed out and the member price alongside.
This is also a great moment to upsell: "If you joined Comfort Club today, you'd save $X on this estimate."
Per-line override
Sometimes you don't want the discount on a specific line (a marked-up commercial part, say):
- On the estimate or invoice, click the line item.
- Toggle Apply member discount: off.
- Save.
Only that line is excluded.
Stacking with other discounts
Member discounts stack after any account-wide or one-off discount. Example:
- Subtotal: $200
- One-off discount: -$20 → $180
- Member discount 15%: -$27 → $153
Tracking member savings over time
Each member's profile shows Lifetime member savings under the Memberships tab — the running total of every discount they've received since enrolling. This is a great customer-facing number for renewal conversations.