Recurring

Set up membership plans

Create maintenance plans and service agreements with recurring billing, included visits and member pricing.

Enroll a customer in a membership

Sign a customer up for a membership plan, bill the first period and turn on member pricing.

How membership billing works

When Homeforce charges members, what happens when a card fails, and how to handle past-due agreements.

Schedule included maintenance visits

How membership visits become jobs, when they're created, and how to get them on the schedule.

Give members special pricing

How member prices are calculated on estimates and invoices, and where to set the member discount.

Renew or cancel a membership

How agreements renew at the end of their term, how customers turn off auto-renew, and how to cancel.

Recurring workflows by trade

How HVAC, plumbing, electrical, outdoor route and cleaning businesses use memberships for repeat work.