Suds Club Membership

Suds Club is the four-visits-per-year recurring-membership module in the residential estimate builder (it replaces the old Maintenance Plan). It works the same on the web app and the mobile app, driven by one shared pricing engine, so quotes never differ between devices.

Building a membership (reps)

1. In a residential estimate, go to Services and choose **Add Suds Club

Membership**.

1. Tier -- the membership tier is selected automatically from the home's

square footage, and the base annual price is shown. You can override the tier for borderline homes. Homes 4,500 sq ft and up are a custom quote -- enter the annual price manually.

1. Adjust the plan:

• Remove an included service to subtract its value (it shows the yearly

reduction; use Add back to restore it).

• Add an extra service (pergola, garage/shed) to add its value.
• Window upgrade -- enter the number of windows; the price is

# windows × price/window × cleanings per year.

1. The price summary updates live:

• Upfront today -- paid at signup (equals 3 monthly payments).
• Monthly -- 9 payments, starting the month after the first service.
• Yearly total (plus tax).

1. Save the estimate. The plan is stored on the estimate and reopens exactly the

same on web or mobile, and flows through to the proposal.

The annual, signup, and payment-schedule figures in the builder are internal pricing and accounting details for staff. The customer preview and every customer-facing proposal surface show the membership as one monthly charge.

Customer upgrade presentation

Every residential quote includes a Suds Club offer, even when the representative has not added the membership yet. The offer appears in the mobile Close Kit, hosted estimate, customer portal, proposal PDF, and delivery email.

• The offer describes four scheduled visits per year.
• Customer-facing pricing shows the monthly membership charge and the

initial signup charge, which is exactly three monthly payments. It does not show an annual total, final reconciliation payment, pricing floor, or commission.

• When the customer approves Suds Club, the signature review includes that

three-month signup charge and its applicable tax in Due at approval. A combined selection clearly separates the one-time estimate from the membership signup charge before the customer signs.

• When Suds Club is already included, the proposal labels it as selected and

shows the monthly charge.

• When it is not selected, the proposal gives the customer a clear upgrade

action. On a signed estimate link, Add Suds Club to this estimate attaches the tenant's published membership for the home's square-footage tier, then returns the customer to the estimate for review and signature. Adding the membership does not approve the estimate by itself. An expired estimate must be refreshed by the service provider before a membership can be attached.

• The customer portal also keeps the available upgrade visible while customers

review their estimates.

• A one-package estimate still opens as a service package rather than collapsing

to a plain estimate. The package card names every included service—such as roof softwashing or gutter cleaning—from the saved quote before the customer reviews it.

• The compact Suds Club presentation identifies the matching tier and lists the

tenant-configured seasonal services. Clean Estimate Pro does not substitute default prices or inclusions when a tenant has not published a complete matrix. Homes assigned to a custom-price tier ask the customer to contact the service provider instead of inventing a price.

Annual values remain available internally for configuration, quote calculation, and accounting. Hiding them from the customer presentation does not change the approved package definitions or the amount stored on the estimate.

How pricing works

• Each tier has a fixed base annual price -- the anchor for the plan.
• A maintenance multiplier (default 65%) is applied only to services you

add or remove -- it never changes the tier base.

• A minimum yearly floor keeps heavy removals from zeroing out the plan.

yearly = tier base − (removed services) + (added services) + windows
monthly = yearly ÷ 12, rounded to cents
signup payment = monthly × 3
final monthly payment = the reconciled remainder

Admin configuration

Under Settings → Suds Club, managers can edit:

• Maintenance multiplier (applies to added/removed items, not the tier base).
• Window defaults -- price per window and cleanings per year.
• Minimum yearly floor.
• Tier base annuals -- the fixed price for each tier.
• Standard-price matrix -- every service/add-on priced per tier (a 4,000 sq ft

house wash costs more than a 1,500 sq ft one). Each cell shows the computed maintenance value (standard price × multiplier) beside it.

Reps with pricing access can edit standard prices; the multiplier, floor, and tier base are admin-controlled.