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Build the recurring-revenue heart of your shop.
14-day free trial. Membership engine + post-job pitch script + auto-renewal, all in.
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Memberships & service agreements
Recurring revenue
that runs itself.
Sell maintenance plans in two taps after a job. Whitrack auto-renews on Stripe, auto-creates the next visit, applies member-tier discounts, and sweeps expiring cards before they fail. Most shops ship a membership program in their first month.
+21%
Service-agreement renewals
Auto-renewal on the right cards beats handwritten reminders. Members stay members.
30–45%
Post-job close rate
Three-sentence pitch script after a happy service call books members at this rate consistently.
$137/yr
Net per member (HVAC, Tier 2)
Margin per member after delivering two tune-ups + filters, on a $24/mo plan. 200 members = $27k/yr.
How it works
Sell once. Run forever.
Built for shops that want predictable revenue between the emergency calls.
1
Configure your tiers
Three tiers (good/better/best). Each with its own visits/year, member-tier discount, included services. Templated for HVAC, plumbing, electrical, pest, lawn, roofing.
2
Tech pitches after a happy job
Three-sentence script in the mobile app. Customer says yes. Tech taps 'Add membership' and hands the phone over for one-tap signup.
3
Auto-renew + auto-schedule
Stripe charges monthly or annually. Whitrack auto-creates the next visit job 6 months out. Customer gets a friendly text the week before.
4
Card-fail sweep
Expiring cards trigger a 30-day-out 'update your card?' text. Failed payments retry on schedule. Members rarely lapse by accident.
What's in itEverything a membership
Everything a membership
program needs to run itself.
Stripe subscription engine
Each membership is a Stripe subscription. Monthly or annual billing, prorated upgrades, paused/canceled states all clean.
Auto-renewal + recovery
Failed payments retry automatically. Expiring cards trigger update flows before they fail. Most shops see <2% involuntary churn.
Auto-scheduled visits
Plan includes 2 tune-ups/year? Whitrack creates them at the right month, in your dispatch board, ready to assign.
Member-tier discounts
Members get 10% / 15% / 20% off repairs (your choice). Discount applies automatically when the customer matches.
Renewal pipeline
See every membership coming up for renewal in the next 30/60/90 days. Reach out to lapsing members before they go.
Family / multi-property plans
One member can cover multiple properties (rentals, parents' house, etc.). Discount applies on every property's invoice.
Member-priority dispatch
Heat-wave week, dispatch board flags members for priority routing. Members feel cared for, you keep them long-term.
Member portal access
Members log into the customer portal to see plan details, history, upcoming visits, change cards, refer friends.
Across the trades
The right plan, by trade.
HVAC
Spring + fall tune-ups. Filter program. Priority booking on heat-wave weeks. The most established membership pattern.
See hvac →
Plumbing
Annual drain cleaning. Water-heater flush. Whole-home leak inspection. Less common but rapidly growing.
See plumbing →
Electrical
Annual whole-home electrical inspection. Surge protection check. Generator maintenance. Premium tier with EV charger maintenance.
See electrical →
Pest Control
Quarterly recurring service is the foundational membership pattern for pest. AutoPay portal, route-density-aware scheduling.
See pest control →
Landscaping
Recurring mowing programs by season. Annual aeration + overseed. Snow contracts as winter membership.
See landscaping →
Pool
Weekly + biweekly pool service. Spring open / winterize as bundled events. Equipment-replacement coverage as a tier upgrade.
See pool →
- 14-day free trial — no credit card
- Cancel anytime, export your data
- Set up in 15 minutes
FAQ
The questions shops actually ask.
Yes for membership billing — we built the engine on Stripe Subscriptions for reliability. One-time payments can also be cash or check.
Yes. Whitrack ships with templated tiers per trade as a starting point, but every field is editable: name, price, billing cadence, included visits, member-tier discount %, perks list.
Stripe retries on a smart cadence. Whitrack pings the customer with a friendly 'update your card' link. If still unpaid after 14 days, the membership pauses and you get a renewal-pipeline alert.
Member tier is a property of the customer. When you add a job for them, the right discount applies automatically. Same with parts pricing if your price book respects member tiers.
Yes — one membership, multiple addresses. Useful for rentals, parents' homes, or commercial property managers with a portfolio.
Yes. Whitrack ships a 'win-back' campaign template that messages past customers with a membership offer over 4 messages. Low-pressure, high-converting, all configurable.