How to Use Memberships in Workflows

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 and sell / allocate a membership to a customer, the discount automatically applies to all future quotes and jobs raised against them, including any recurring job / invoice templates depending on the membership settings.

You can:

  • view how a membership appears in the workflow and on forms
  • remove the membership discount from a workflow
  • apply an expired membership discount to a workflow.

To learn how to:

You need to fully invoice purchased memberships before they can become active in the customer card file and automatically apply discounts to workflows.