Customers
Memberships & service agreements software that renews, bills, and schedules itself.
Turn one-time repair customers into recurring revenue — with plans that sell in the field and run themselves in the office.
14-day free trial. No credit card.
How it works
How memberships & service agreements works in Homeforce
Design the plans once. Homeforce handles the selling, billing, scheduling, discounts, and renewals.
Plan builder
Plans that match how you actually serve.
Set price, billing frequency, included visits, priority service, member discounts on the pricebook, and covered equipment. Run different plans for HVAC, plumbing, and water treatment side by side.
In the field
Offered at the moment it makes the most sense.
Techs show the savings on the invoice they're about to present: join today and this repair drops by the member discount. Customers sign up and pay on the tablet in under a minute.
Recurring billing
Dues collected on schedule, failures handled.
Members are billed monthly or yearly on the card or bank account on file. Failed payments retry automatically and the member gets a link to update their card before anything lapses.
Included visits
Fill slow weeks with visits you've already sold.
Homeforce tracks which visits each member is owed and when. Generate a batch of tune-ups for the shoulder season, let members self-book in the portal, and route them by neighborhood.
Retention
Renewals that don't depend on someone remembering.
Agreements auto-renew by default, with reminders before the date. A renewal report shows who's at risk — no visit in a year, failed payments, or a pending cancellation — so the office can call first.
What it can look like
Illustrative example: an HVAC shop with 800 members on a $19.95 monthly plan
- in predictable dues each month before a single repair is sold
- $15,960in predictable dues each month before a single repair is sold
- included tune-ups a year to schedule into shoulder-season weeks
- 1,600included tune-ups a year to schedule into shoulder-season weeks
- in revenue at risk for every 10 points of renewal rate lost
- −$1,600/moin revenue at risk for every 10 points of renewal rate lost
- spreadsheets tracking who's owed a visit
- 0spreadsheets tracking who's owed a visit
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Memberships & service agreements connects to the rest of Homeforce — no exports or re-typing.
- PricebookFlat-rate pricing every tech quotes the same way.
- PaymentsCard, ACH, and tap to pay — collected in full.
- Customer portalSelf-serve approvals, payments, and history for customers.
- Route optimizationLess windshield time, more billable stops per day.
- Marketing campaignsEmail, SMS, and postcards aimed at your own customer list.
- Reporting & dashboardsReal-time numbers for owners, managers, and techs.
FAQ
Memberships & service agreements questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Can members pay monthly or yearly?
Both. Each plan can offer monthly, quarterly, or annual billing, charged automatically to the card or bank account on file.
How are member discounts applied?
Member pricing is applied automatically from the pricebook when a tech builds an estimate or invoice for a member's property — no manual discounts to remember.
Can I import existing agreements?
Yes. Our migration team imports active agreements with their start dates, billing schedules, remaining visits, and payment methods where your processor allows a transfer.
What happens when a member's payment fails?
Homeforce retries on a schedule you set and texts the member a secure link to update their card. Visits and discounts follow your rules for past-due agreements.
Can agreements cover multiple properties or systems?
Yes. A plan can cover one or more systems at a property, and a customer can hold separate agreements for each property they own.
See memberships & service agreements with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration