Each membership plan has a Repair discount, such as 10% for Bronze or 20% for Gold. Run a Call shows that member rate to your team wherever they work on a member's job. You apply it in one click on the job, estimate or invoice, or have it applied to every new line automatically. See Applying the member discount automatically.
Set the discount
Edit the plan (Memberships → Plans → Edit) and enter a percentage under Member benefits → Repair discount. See Creating a membership plan.
Where your team sees the member rate
| Where | What they see |
|---|---|
| Mobile app job | A member card at the top of the job, such as Repair — apply Gold Maintenance Plan member rate (or Repair — Gold Maintenance Plan member rate applies when the automatic discount is on) with the percentage, and the Membership row with the plan's Repair discount. |
| Office job page | The member's plan on the job. |
| Membership page | The discount under Plan benefits. |
| Enrollment and plan pickers | 20% off repairs on each plan card. |
Apply the discount
Automatically: switch on Apply the member repair discount automatically under Settings → Memberships. Every new line on a member's job, estimate or invoice then gets the plan's rate and a Member tag. See Applying the member discount automatically.
In one click: use Apply member rate (15%) (with your plan's percentage) on the job's Parts & labor, on the invoice, or under an estimate option. It skips lines that already have a discount.
On one line by hand: open the line's ... menu, choose Add discount, enter the percentage and apply.
In the mobile app: techs can't add a discount to job lines. With the automatic discount on, lines they add get the member rate by themselves. Otherwise the office applies it with Apply member rate. See Adding parts and labor on mobile.
Covered tune-ups work differently from repairs: their invoice lines count toward the value included in the plan. See Scheduling membership tune-ups.
Show members what they saved
The membership page's Value to this customer card adds up what the member has received from the plan (covered visits and repair savings) since they joined. It's a useful number for renewal calls.
Savings figures on the membership page and in the mobile app are based on the plan's repair discount. Lines that carry the member rate count as savings.