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.
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.
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.
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.
All other estimates and invoices will automatically display the discount as part of the summary at the bottom of the document.