Techs see a customer's membership, and sell one, right on the job in the mobile app. The best moment is often right after a repair, when the tech can show what the plan would have saved.
Who can do this: anyone who can open the job in the mobile app. Techs can view and enroll; renewals and plan changes are handled in the office.
The Membership row
Open the job. In the This visit list, right under Equipment, the Membership row tells the tech where the customer stands before they tap it.
| The row reads | Meaning |
|---|---|
| Not a member | Never enrolled. Tap to enroll. |
| The plan name, with the visit on a covered tune-up (for example Visit 2 of 2) | Current, paused or not-renewing member. Tap to see the details. |
| Lapsed · Bronze Maintenance Plan | Former member (cancelled or expired). Tap to re-enroll. |
There's no separate memberships screen in the app; everything starts from the job.
A member's details
Tapping the row for a member shows Plan, Status (for example Paused), Next tune-up, Renewal, Repair discount, Priority scheduling and Systems covered. Nothing here can be changed by the tech: Renewals and plan changes are handled by the office.
Collecting the renewal on the visit. If your company collects renewals at the tune-up visit and this member's renewal is waiting, the panel shows Collect renewal on this visit. Tap it and confirm with Add renewal: the renewal goes onto today's invoice, and once that invoice is paid in full the membership renews. See Collect renewals at the tune-up visit.
A member's job also shows a member card at the top, and if their renewal is overdue a Membership renewal overdue banner with the amount and a Mark paid option. If your company blocks service for overdue members, the banner reads Cannot service until paid and only an owner or admin can override it on site.
Enroll a customer on site
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Tap the Membership row.
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Pick a plan. Each card shows the price, tune-ups per year, repair discount and priority dispatch. One-time plans aren't offered here.
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Billing and systems. Choose a billing option. Under Systems covered, the customer's equipment systems are listed and ticked; equipment not grouped into a system counts as one. Untick anything the plan shouldn't cover. The price updates as you go. Under First period, choose how the first period is billed:
- Add to this invoice: the membership goes on this job's invoice, so one payment covers both. If the job has no invoice yet, it lands on the invoice when you create it. It's picked for you whenever it's offered.
- Invoice separately: a separate invoice for the first period, to collect right after signing.
- Bill later: no invoice now. The first period is billed on the next billing run. Only shows when your company's automatic renewals are on.
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Sign. Choose one:
- They sign on this phone: the customer reads the terms and signs on the tech's phone (Read and sign to enroll).
- Send a signing link instead: texts the customer a one-time link to sign on their own phone. Without a mobile number, show a QR code or copy the link instead.
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Once the customer signs:
- With Add to this invoice, you'll see, for example, Gold Maintenance Plan added to this invoice. Collect the job's invoice as usual.
- With Invoice separately, the first-period invoice is created. You'll see [Customer] signed the terms. The first period is invoiced. Tap Collect $X now to take the payment, or Collect later to leave it for the office.
- With Bill later, you'll see that the first period is billed on the next billing run.
When the customer signs on the tech's phone and the plan has a repair discount, the member rate is also applied to today's job: Member rate applied. $48.00 off today's work.
Showing the member price on the job
On a job for a customer who isn't a member, Parts and labor shows a Member price row under the total: what today's work would cost on the plan, and how much that saves (Save $48.00).
- Tap the Member price row. Your price today opens, a full screen made to turn toward the customer.
- It shows Today's price next to the price With your plan, and You save $48.00 today. Underneath are the lines the discount applies to and what the plan includes: its price, tune-ups, repair discount and priority scheduling.
- If the customer wants it, tap Join with the plan's name (for example Join Gold Maintenance Plan). The enrollment opens with that plan picked.
- Choose They sign on this phone. Once the customer signs, the member rate goes onto today's job right away and the total updates. You'll see Member rate applied. $48.00 off today's work.
Good to know:
- The savings are exact. They're worked out on the lines on today's job, and include tax when the job has tax.
- Signing later. With Send a signing link instead, the price on the job doesn't change on the spot. You'll see The office applies the member rate to today's invoice. once they've signed; the office does it with Apply member rate. See Applying member discounts.
- When the row shows. Only when a plan would save the customer money on today's work, and only for techs whose role can see prices.
Pitching while the invoice is open
For a customer who isn't a member, once the job has an invoice, the Parts and labor panel can show a card such as Could save $48 today with the plan that would have saved the most. Its buttons open the same enrollment with that plan picked.
Re-enrolling a lapsed member
When the row reads Lapsed, the panel says, for example, Was a Bronze Maintenance Plan member until Mar 15, 2026 and offers the plan picker. Customers with an active, paused or not-renewing membership can't be enrolled twice.