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Subscriptions

The Subscriptions tab in Jobs is where you keep track of service plans — a yearly safety inspection billed monthly, a generator care plan, a trial of a surge-protection plan. Each row records who's signed up, for what, at what price, and the dates that matter.

The Subscriptions grid, with Name, Type, Product, Monthly Amount, Status, Billing and the trial and billing dates

note

Subscriptions is a record, not a payment system. Nothing here charges a card or sends an invoice — use it to see at a glance who's on which plan and when their dates fall. Bill the work itself through a recurring job or an invoice.

The grid​

  • Name and Type — the subscriber, and whether they're a Lead or a Client.
  • Product — the service from your catalog the plan is for. Not mapped means none was chosen.
  • Monthly Amount and Billing — the price and how often it's billed: Trial, Weekly, Monthly or Yearly.
  • Status — Trial, Active, Paused, Past Due, Pending, Expired, Canceled or None.
  • Trial Start, Trial End, Billing Start, Billing End — the plan's dates.
  • Canceled By — for a canceled plan, whether it was Admin or a Customer request.
  • CC w/ Merchant — a tick you set as a reminder to check the client's card with your payment processor. It doesn't contact anyone.

Sort or filter any column — for example, filter Trial End to see which trials finish this month.

Adding a subscription​

Click + Add Subscription.

The Add Subscription window, with Lead or Client, the subscriber, Product, Monthly $, Billing, Status and the dates

  • Subscriber — Lead or Client, then pick them from the list. For a client who isn't in the CRM yet, choose — New Client — and type their name; the client is created along with the subscription.
  • Product — the catalog service the plan is for — and Monthly $, the plan's price. The price isn't taken from the catalog, so enter it yourself.
  • Billing, Status and the four dates.
  • CC with Merchant — the reminder tick.

Each lead or client can have one subscription. Click Create to save.

Updating a subscription​

Double-click a row.

The Update Subscription window for an active client plan

The subscriber is fixed; everything else can be changed. Setting Status to Canceled adds Canceled By, so you can record whose decision it was.

Subscriptions aren't deleted — cancel them instead, so the history stays.