Commercial Memberships

[djohnson2021]

Hi, so we currently do all Commercial Memberships customized to that individual company. Therefore, would I have to set up a new membership type for every single company? None of the two are the same. 

[rhonda_a1]

We have just a few general commercial memberships (Quarterly, Montly, Bi-annual) and then set up specific tasks that go with the specific commercial customer options and customize the billing template when we set up the membership so that each commercial customer gets billed appropriately for their specific service received.  If they have different services at different times, you can set up separate recurring services to be added to the membership.  For example, our quarterly clients get a full maintenance twice a year and filter change visits twice a year, so we have two recurring services attached to their membership to reflect that.

[baraica]

Hello,

Can you clarify what you are looking to customize in each membership type you sell? 

[djohnson2021]

Okay, so for our Commercial Memberships we customize it to that company. Meaning it could be just Plumbing including quarterly Roto Rooting, Bi-Annual Main Sewer Line Jet, Water Heater Flush, Tankless Water Heater, Discounts, etc.. It just depends on the company and their needs. We may in another scenario just have a Commercial Membership for HVAC maintenance. Or we may have a Combined Membership. However, the prices vary and the services vary. And...these services don't have flat rate some are based off the amount of foot of sewer line or in ac it is based off the amount of systems, etc.

Does that explain it more? 

[NPackwood]

I'd suggest using an "Add on task" under the membership portion. I think it's called a parent task (Commercial Maintenance) then there'd be sub tasks (Commercial Maintenance 123) that you can add on only when the parent task is used. 

For instance, if you have a commercial building, you'd add on Water Heater Flush  (example Task code: Commercial Maintenance 001), Sewer Line Jet (Commercial Maintenance 002), and Filter Swaps (Commercial Maintenance 003) to the commercial membership. Then you can customize each membership to what you'd like. 

If you were worried about the time interval for each service you can just bake that into the task code. Bi annual could be (CM Filter 001) Quarterly (CM Filter 002) Monthly (CM Filter 003) etc. 

[lschwartz]

To say we've had hell with Commercial Memberships would be the understatement of the century.  We faced similar issues and we have come up with a way to fit what we need for the time being.  However, we are only using ST in a smaller market primarily due to the inability to handle the volume of Commercial Memberships in our other market area.  All that said, ST is suggesting they will have a Commercial Memberships module going out to beta in Q4.  If you would ever like to compare your set up to ours, let me know.

[jvanderp]

@BrittanyB is this note above correct that there may be a Commercial module of some type inbound?  I've been trying to work on this with our CSM but not much traction yet.  

[BrittanyB · Accepted solution]

@jvanderp Yes! Will come out this year branded as Service Agreements. 🙂 It looks amazing!!

[jbhvac0]

I would be interested as well. Memberships vary by customer. The number of visits is the only trait in which they are similar. Even with that, we have memberships that have 2, 3, or 4 maintenance visits a year with 10, 9, or 8 filter change only visits a year.

[Susan52670]

Would love to compare to what you have as this is a huge struggle for us as well