Give members special pricing

Members get lower prices on your pricebook items. As soon as a customer has an active or past-due membership, Homeforce prices pricebook items at member rates when you add them to an estimate or invoice.

#Where the member price comes from

For each pricebook item, Homeforce uses:

1. The item's own member price, if you've entered one (and it's lower than the standard price).
2. Otherwise, the company-wide member discount off the standard price.

Owners and admins set both:

• Member discount %: go to Settings → Pricebook, find Member pricing, and enter the discount. Members get this discount unless an item has its own member price.
• Member price on an item: open the item in Pricebook and fill in Member price. Leave it blank to use the member discount.

#How it shows up

• The customer has a Member badge in the customer search, on their record and on their jobs.
• When you search the pricebook on an estimate or invoice for a member, the prices listed are member prices.
• The estimate summary shows Member pricing so the salesperson knows the discount is in.

Member prices are set when the line is added. You can still type over a price on any line.

#When member pricing stops

Member pricing turns off when the customer no longer has any active or past-due membership: after you cancel it, or when it expires at the end of its term without renewing. Lines already on existing estimates and invoices keep the price they were added at.

#Selling the membership on the spot

An estimate locks in member pricing (or not) when it's created, based on whether the customer was a member at that moment. If a customer joins while you're quoting, enroll them first from Memberships → Enroll customer, then start a new estimate so every line picks up member prices. See Enroll a customer in a membership.