Trades Workflow feature
Service Membership Software for Contractors
Create maintenance plans and recurring service offers that help customers return before something breaks.
What it does
Membership workflows help contractors present maintenance plans, track membership context, and support recurring service relationships.
Why contractors need it
Memberships turn one-time service calls into repeatable revenue and a better customer experience, especially in HVAC, plumbing, and electrical maintenance.
Example workflow
After a paid repair, the office or technician can offer a maintenance plan that includes seasonal visits and priority scheduling terms defined by the company.
What to expect
- Maintenance plan offers
- Customer membership context
- Post-job follow-up support
- Recurring service foundation
Claim control
Membership terms, billing, and automation should match the account configuration and the contractor's own policies.
Related product areas
Work order software | Contractor dispatch software | Field technician app | Field service software pricing