Memberships
Sell maintenance plans that bill themselves, book their included visits and give members their discounts.
Memberships (also called maintenance plans or service agreements) turn one-off customers into regulars. You set up a plan once: what it costs, how often it bills, which visits it includes and what discount members get. ServFlo then bills each period, puts each included visit on your Needs scheduling list when it comes due, applies member pricing to quotes and invoices, and renews or ends the membership at the end of its term.
You find your members under Work → Memberships in the left menu, and your plans under Settings → Membership plans.
Create a membership plan
Price, billing, term, included visits and discounts.
Add a membership
Sign a customer up from the office.
Sell a membership on site
Technicians sign customers up on their phone.
Let customers join online
Share a join link or QR code.
Included visits
How member visits are created and scheduled.
Billing and autopay
Membership invoices and automatic card payments.
Member pricing
Member discounts on quotes and invoices.
Renewals
Auto-renew, expiry and renewing early.
Pause or cancel a membership
Pause, cancel and reinstate.
What the numbers at the top mean
| Tile | What it counts |
|---|---|
| Active members | Memberships that are active now. Paused and cancelled ones aren't counted. |
| Monthly recurring revenue | Every active membership's price, turned into a monthly amount. A $199 yearly plan counts as $16.58 a month. |
| Renewals in 30 days | Memberships whose term ends in the next 30 days. |
| Member visits due | Included visits waiting on your Needs scheduling list. |
Where members show up
- On the customer's page: a Member · plan name badge in the header and a Memberships section.
- On a property's page: the membership that covers it.
- On jobs, the dispatch board and the technician's day: a Member badge, plus Priority when the plan gives priority service.
- In the customer portal: a Your membership card with the plan, renewal date, visits used and discounts.
Track how memberships are doing
Reports → Memberships shows members and monthly recurring revenue over time, sign-ups and churn, renewals due, and how much members spend per job compared with other customers.