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Features · Memberships

Recurring revenue that actually recurs

Plan visits generate themselves, renewals are worked before they lapse, and member pricing applies on its own.

Most membership attrition is administrative: a visit that never got scheduled, a renewal nobody chased, a card that expired quietly. None of that is a service failure, and all of it is preventable by software.

A membership year with both visits placed and the renewal worked earlyJFMAMJJASONDRenewal worked before it lapsesSpring visitAutumn visit
Home service companies running on Notifi
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Backed byERA
Retention

Members do not cancel, they lapse

A homeowner rarely rings up to cancel a maintenance plan. The plan dies quietly instead: a missed spring visit, an expired card, a renewal letter that never went out. The revenue was not lost, it was dropped.

Notifi schedules the visits into shoulder-season capacity, works the renewal ahead of term, and handles the card before it declines. The member has to actually decide to leave.

Iris sells plans at the moment of service, when the value is obvious, and answers member calls with the plan already in front of her.

What it does

Memberships, in detail

Plan visit generationDue visits schedule themselves into sensible capacity, per plan and per season.
Renewals worked earlyAgreements approaching term are surfaced and worked before they lapse.
Card expiry handledExpiring payment methods chased ahead of the renewal, not after the decline.
Tiered plansMultiple plan levels, each with its own visit scope, pricing and priority.
Member pricingDiscounts and member rates applied automatically at estimate and invoice.
Commercial agreementsService agreements with response terms, PM schedules and account billing.
Plan sales on siteTechnicians offer the plan at the point of service, where it converts.
Retention reportingWhich plans renew, which lapse, and what changed.
Questions

Memberships, answered

Does Notifi handle both residential memberships and commercial agreements?

Yes, in one system. Homeowner plans with card billing and commercial agreements with response terms and purchase orders run side by side.

How are plan visits scheduled?

They generate on the plan’s interval and place themselves into shoulder-season capacity, which is exactly where you want maintenance work to land.

What happens when a card expires?

It is worked before the renewal date rather than discovered at the decline, which is where most silent churn comes from.

Can technicians sell memberships in the field?

Yes, at the point of service with the discount applied to that day’s work, which is when conversion is highest.

Do members get priority scheduling?

If your plan promises it, the schedule enforces it. Plan terms are constraints, not marketing copy.

Is this a separate module?

No. Memberships sit on the same customer record as everything else, which is why the pricing and the visits apply themselves.

See it on your own operation

Bring a real week of calls and jobs and we will run Notifi against them.

Home service companies