If a customer is enrolled in one of your membership plans (configured at /portal/memberships) and that plan has a discount perk — say 10% off repairs — every new quote and invoice you build for them automatically gets a Care Club discount line in the totals breakdown. You don't have to remember to apply it. The customer sees the discount in plain English on their copy of the document.
What the customer sees
- Subtotal: $500.00
- Discount: −$50.00 (your manual contractor discount, if any)
- Care Club Standard discount (10%): −$45.00 (auto-applied)
- Tax: $32.55
- Total: $437.55
When the discount is locked in
The discount is computed and saved when you save the quote or invoice. So:
- Customer enrolls in Care Club AFTER the quote was sent → the existing quote keeps its old (non-discounted) total. Save the quote again to recompute.
- Customer cancels Care Club AFTER the quote was sent → the existing quote keeps the discount that was locked in. They see what was sent.
- Edit the quote (still in draft) → the discount recomputes against their CURRENT membership state.
When you pick a customer who has an active membership, the live totals preview at the bottom of the quote/invoice composer shows a 'Care Club Standard discount' line in real time. So you can see exactly what they'll see before you click Save.
Tax interaction
Member discounts reduce the taxable basis the same way a manual invoice-level discount does — distributed proportionally across taxable line items. So sales tax is computed on what the customer actually pays, not the pre-discount sticker price. (For the math nerds: this is the contractor-direct discount tax treatment, the standard handling for member-loyalty discounts.)
Tiered proposals (Good / Better / Best)
On 3-tier proposals, the member discount isn't applied at quote-build time — it's applied when the customer accepts a specific tier. The accept flow recomputes against their CURRENT membership state at that moment.
Setting up a plan with a discount
- 1Go to /portal/memberships
Plans live here.
- 2Create or edit a plan
Set a name (e.g. 'Care Club Standard'), a price, and a billing cycle.
- 3Set perks
Discount on repairs (%) and/or discount on services (%). The bigger of the two applies to all line items in v1 — line-item-kind-aware filtering is a follow-up.
- 4Enroll customers
From any customer's detail page, click 'Enroll' under Memberships and pick the plan.
v1 limitation: the discount applies the higher of the two percentage perks (repairs vs services) to the entire pre-tax subtotal. Line-item-kind-aware filtering — applying the repair % only to repair lines and the service % only to service lines — ships in a follow-up.