Sell Memberships

How to Sell 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 sell them to customers on quotes, jobs, or recurring job / invoice templates so that the membership sell price is added and the discount is applied to all cost centres. When it has been fully invoiced, the membership is active in the customer card file and its discount applies to all future quotes and jobs raised against the customer, including recurring job / invoice templates, if applicable.

To learn how to: