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Memberships and repeat business

Memberships that show up in the work.

A membership isn't a line in a spreadsheet. In ShieldBook it changes the price on every estimate, puts a badge on the customer wherever they appear, and keeps track of the visits the plan includes.

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01Plans and pricing

Member benefits, applied where they count.

In development On the roadmapEverything else is built and working today.

Plans the way you sell them

Comfort clubs, home care plans, year-round protection. Whatever you call it, a plan is recorded on the customer with what it includes, and every person who opens the record can see it.

  • Monthly or annual billing, with a term
  • Maintenance visits included per year
  • A member discount as a percentage
  • The member badge wherever the customer appears

Member pricing on every estimate

The best moment to sell a plan is when the customer is looking at the price. In Present mode, a non-member sees what each option would cost as a member, and the technician can add the plan to the option they choose.

  • The member discount on each option, shown as savings
  • Non-members see what they'd pay with a plan, and can add it to the option
  • A plan sold with the work is recorded at the sale

02Repeat business

The next job starts where the last one ended.

The visits members are owed

A plan that promises two visits a year has to deliver them. ShieldBook tracks each visit a membership includes, and a view of every visit coming due across all members is being built now.

  • Each membership's maintenance visits, with when they're due
  • Whether each one is available, scheduled or completed
  • A members view with every maintenance visit coming due(In development)

What you learned is waiting next time

"Plan a replacement before next summer" is only useful if someone reads it next spring. The recommendation, the equipment and its history are on the record when the customer calls again, or when the next maintenance visit comes due.

  • The Recommendation from the last job, on the record
  • Equipment history and warranties at the property
  • Recurring work and renewals(On the roadmap)

What's next

Repeat business that runs itself.

Keep exploring

Make your plans pull their weight.

Tell us how your memberships work today. We'll show you how they'd run in ShieldBook.

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ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.