In this article, you will learn how to apply member discount for your client using service plans.
In Workiz, you can manually apply a discount to individual jobs, estimates, and invoices. But with service plans, you can also apply a member discount to ensure that all future line items on jobs, estimates, and invoices will automatically receive a discounted rate.
Why offer a member discount?
A member discount is a perk your clients get just for being enrolled in a service plan. It gives clients a concrete, ongoing reason to sign up — and stay signed up — while making sure they call you first when they need more work done.
- Make your plans easier to sell: "Save 10% on every repair" is a simple, tangible benefit your team can pitch on site, on top of the visits already included in the plan.
- Win the repeat work: When a plan member needs a repair, replacement, or extra service, the discount gives them a reason to book with you instead of shopping around.
- Keep clients renewing: Clients who see savings on their invoices throughout the year are more likely to renew when the plan comes up for renewal.
- Stay consistent without extra work: Once the discount is set on the plan, Workiz applies it automatically. Your techs and office team don't need to calculate discounts by hand, every member gets the same rate, and a badge next to the client's name shows at a glance who's a member.
When to use a member discount
Member discounts work best when your service plan is the start of an ongoing relationship, not the whole job. Consider adding one if:
- You run a maintenance or membership program (e.g., an HVAC tune-up club, a plumbing protection plan, or seasonal pool or lawn care) where members are likely to need additional repairs or services during the year
- You already give regular clients a discount manually. A member discount turns that habit into a consistent, automatic benefit, and gives clients a reason to formalize the relationship with a plan
- You want to offer different levels of plans. For example, a basic plan with no discount and a premium plan with 15% off all additional work
Choosing your discount rate: Because the discount applies to every line item on a member's future jobs, estimates, and invoices, it applies to parts, materials, and equipment as well as labor. Pick a percentage that still protects your margins on your largest jobs — many businesses start small (e.g., 5–15%) and adjust from there. You can always set a different rate for a specific client when enrolling them.
When a manual discount is the better fit: If you want to offer a one-time promotion or a discount on a single job, use a manual discount instead. Member discounts are designed to apply automatically to everything going forward.
How to apply a member discount
In order to apply member discounts, you will need to enable the Service Plans feature in the Feature Center. To learn more about enabling this feature, please see this article.
You can define member discounts when creating or modifying a service plan template or when enrolling a client in a new service plan. Turn on the toggle switch for member discount and then enter the percentage you want to apply. When setting a discount rate for plan templates, your team will have the option to modify the discount when enrolling clients.
In the plan template, you'll find this under the Pricing adjustments step: turn on Apply member discount to all line items, then enter your percentage in the field that appears.
Member discount vs. billing option discount: On the Pricing & Billing step, each billing option also has its own optional Discount field. That discount lowers the price of the plan itself (for example, offering a lower rate to clients who pay annually). The member discount is different: it doesn't change the plan price, but applies to the line items on the client's other jobs, estimates, and invoices — the services outside of the plan.
What your clients will see
After applying a member discount, the discount will be applied to all line items across future jobs, estimates, and invoices.
Because the discount applies to all line items, members save on any additional work you do for them, not just the services included in their plan. The most common scenarios are:
- Upselling during a visit: If your tech spots an issue during a plan visit and adds a repair or extra service, the member discount is applied to those line items.
- Offering a separate service altogether: If a member contacts you for work that's unrelated to their plan, the member discount is applied to that job too.
A client is enrolled in a regular maintenance plan for their water heater, with a 10% member discount. A few months later, they contact you about a broken faucet. When you create the job and add line items for the faucet repair, the 10% member discount is applied to those line items automatically, even though the repair isn't part of their water heater plan.
Your service plan invoice templates (i.e., the invoices your clients receive for each billing cycle) will include a short code option to display the member discount as a percentage. You will need to manually add the short code to your document template.
Showing the discount on your service plan invoices is a great way to remind members of the value they're getting from their plan each billing cycle. To learn how to edit this template, see Customizing your service plan invoices.
All other estimates and invoices will automatically display the discount as part of the summary at the bottom of the document.
How to tell that a client has a member discount
Clients with a member discount have a discount badge next to their name — alongside the service plan badge — on their client profile and on their jobs. Hover over the badge to see the discount rate and the plan it comes from (e.g., "A 10% member discount applied to this client from Weekly Visits").
When the discount stops
The member discount only applies while the client's plan is active. If the plan expires without renewing or is canceled, future jobs, estimates, and invoices will no longer receive the discount.