Manage Memberships

How to Manage 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 and sell or allocate them to customers, you can then view active and expired memberships in the customer card file, renew or expire memberships, and reactivate or remove expired memberships.

To learn how to:

Memberships you have sold to customers only appear in the customer card file when they have been fully invoiced.