Follow-up & memberships
Memberships, recurring service, unsold estimates and customer follow-up.
- Work unsold estimates on the Follow Up boardUse the Follow Up board to see every open estimate and lead, chase the ones that haven't sold, and record wins and losses.
- Set up automatic follow-up texts for unsold estimatesChoose when TradesWork texts customers about open estimates, what each text says, and when the sequence stops.
- Set up membership plansCreate the maintenance plans you sell: price, billing, term, repair discount and the visits each member gets.
- Sell a membership from the office or the fieldSign a customer up for a maintenance plan from their customer page or on a job in the Field app, and see where the fee goes.
- Book member visits that are due, in bulkUse the Memberships page to see which member tune-ups are due or overdue and book many of them into jobs at once.
- Membership renewals, expirations and monthly billingHow memberships renew or expire at the end of a term, how renewal and monthly invoices are created and collected, and how to run renewals by hand.
- How membership discounts and member prices workUnderstand the member repair discount on invoices, the member prices shown on estimates and in the pricebook, and what is never discounted.
- Service agreements for commercial customers: an overviewLearn what service agreements are, how they differ from memberships, and where to manage contracts, PM visits and agreement billing.