Allocate Memberships

How to Allocate Free Memberships

Overview

Use memberships in simPRO to apply a discount to all quotes, jobs, and recurring jobs / invoices raised against a customer for a specific period of time. This is useful for boosting customer loyalty and revenue, as customers with memberships are more likely to use your services again within the membership duration. Offering discounted membership pricing can also encourage new customers to accept quotes.

After you create memberships in System Setup, you can allocate a free membership to a customer in their card file so the discount is applied to all quotes and jobs raised against the customer, including recurring job / invoice templates if applicable.

To learn how to:

  • Sell and invoice a membership to a customer, see Sell Memberships
  • Create memberships and enable access in your security group, see Set Up Memberships
  • Manage a quote, job, or recurring job / invoice template with a membership discount applied, see Apply Memberships
  • Manage and renew memberships in the customer card file, see Manage Memberships.