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🔁 Memberships

Turn completed jobs into recurring revenue in three minutes.

Create plans, enroll customers in the field, and automate recurring billing and renewals without extra admin.

Membership Growth

Last 90 days

Active

428

+19

MRR

$57.3K

+11%

At Risk

12

Action

Plan Builder

Define membership offerings your techs can sell confidently

Configure pricing, billing cycle, visits, and member benefits once and deploy across the team.

See plan setup

Key benefit: Consistent member offers across every job.

Recurring Revenue Metrics

Members

428

MRR

$57.3K

Churn

2.1%

12 members flagged for payment update follow-up.

In-Field Enrollment

Enroll customers right after a successful visit

Techs present plans, capture signature, and start recurring billing from the same mobile workflow.

See enrollment flow

Key benefit: Higher close rate at the point of maximum trust.

Field Mobile Workflow
1

Open assigned job

2

Review customer + equipment history

3

Send estimate and capture signature

4

Collect payment and close job

Autopay Lifecycle

Automate recurring charges and renewal communication

Subscription events update member status and trigger renewal or failed-payment workflows.

See billing automation

Key benefit: Reliable recurring revenue with less back-office effort.

Invoice + Payment Status

Invoice #4028

Payment link sent via SMS

Checkout

Opened

Settlement

Pending

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