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 one month after signup.
• 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 detailed annual allocation and payment-schedule calculations in the builder are internal pricing and accounting details for staff. Customer surfaces show a monthly charge only when that proposal has a real persisted monthly billing schedule. The automatic V2 three-choice comparison also shows the saved tax-inclusive plan total so the customer can compare the full signed value. It freezes a separate pretax signup charge equal to three pretax monthly payments; applicable signup tax is itemized beside it, and their sum is the tax-inclusive amount due at signup. Nine later tax-inclusive monthly installments follow. Paying the signup through the hosted checkout securely saves the payment method and creates the connected-account Stripe Billing schedule; the ninth installment absorbs any final-cent rounding difference so the collected total cannot drift from the signed membership total. When that final installment differs from the first eight, both the option card and signed PDF disclose the eight regular amounts and the exact final amount instead of implying nine equal charges. If acceptance-time plan creation is still awaiting reconciliation when signup settles, the payment event remains retryable; it cannot be marked complete and leave a later-created membership without its nine-installment schedule. Its frozen seasonal service allocations reconcile exactly to the saved membership amount before tax. Applicable tax is then allocated across visits, so the proposal, signed scope, visit jobs, and service revenue reports all use the same totals without assigning a rounding balance to an unrelated service. When a membership visit lacks the measurement needed to calculate a customized service rate safely, the automatic offer is withheld if that rate differs from the approved default matrix. Staff can then measure the work and use the normal manager-approved plan flow instead of publishing a guessed floor comparison. Approved Club-only items such as garbage-can cleaning, outdoor-furniture cleaning, and winterizing continue to use their membership-matrix values; they do not require a separate one-time price-book section.

Customer upgrade presentation

An eligible residential quote includes a Suds Club offer even when the representative has not added the membership manually. The offer appears in the mobile Close Kit, hosted estimate, customer portal, proposal PDF, and delivery email. Quotes that fail the measurement or safe-pricing requirements below publish only their valid one-time choices.

Residential-only invoice payment offers

The signed-in invoice payment offer can show Suds Club only when the invoice resolves to an authoritative completed source job and that job resolves to a linked estimate whose saved vertical is residential. The organization, service location, customer, and property must match across the full lineage.

A commercial, generic, Holiday Lights, missing, mismatched, or ambiguous source suppresses the residential membership offer, even if an unrelated historical estimate has enough square footage to resolve a tier. Clean Estimate does not guess from the customer's name, company flag, or lead segment.

The eligible offer keeps the validated workspace configuration, honest pricing, plan terms, separate hosted signup checkout, and Stripe-confirmed payment gates described below. This server-side guard does not change native mobile UI.

Post-job Work offers

An organization can independently enable Offer Suds Club after completed residential work under its customer-offer settings. This control does not depend on the invoice Pay-offer master switch or its Suds Club switch. When it is on, an eligible signed-in customer can review the one property-specific, server-priced Suds Club plan from the protected completed-job card on Work. The plan card shows each included service, its visits per year and seasons, only genuine configured savings, the amount due at signup, the monthly payments that follow, and the tax-inclusive year total. The browser does not calculate or choose a price.

Joining creates one accepted plan and opens Stripe-hosted Checkout for its signup payment. The plan remains Signup pending and its visits remain payment-gated until a verified Stripe event settles the signup. A browser success return can show Suds Club signup received while that confirmation is pending; the Work page shows Suds Club is active only after settlement. If the customer cancels Checkout, CE Pro returns to the same protected Work offer. Retrying resumes that same accepted plan, reuses a still-payable session, or replaces a provider-confirmed expired session; it does not create another membership.

The post-job Suds control is residential-only. Commercial work keeps the office-reviewed Request a custom maintenance proposal action, which creates neither a plan nor a charge. Rebook this exact work remains a separate office-scheduled request with an explicit pay-later choice and, under its own default-off organization control, optional prepayment of the frozen issued-invoice total. CE Pro withholds that prepay choice unless Stripe is configured, the connected account can accept charges, and the amount is inside provider bounds. The invoice Pay offer continues to use its own organization controls and now shows the same seasonal service details. No native mobile UI changed.

The automatic offer requires an enabled House Wash with a saved square-footage measurement. A disabled or historical House Wash row does not qualify the property for a tier or publish a membership choice. The organization must also have a charge-ready Stripe connection; otherwise the automatic membership is withheld rather than publishing an agreement that cannot collect its signup or monthly charges. A rep-authored monthly membership must wait for Stripe readiness instead of silently sending without its billing terms.

• The offer describes four scheduled visits per year.
• Customer-facing pricing uses the proposal's saved payment terms. The

automatic comparison shows the monthly membership charge, the initial three-payment signup charge, the saved tax-inclusive plan total, and the applicable savings. It does not expose the final-cent reconciliation, pricing floor, or commission.

• When the customer approves Suds Club in the automatic hosted V2 comparison,

the signature review uses that option's saved signup amount due and applicable tax. The first payment must settle before the membership visits become schedulable. Settlement creates the nine-charge Stripe Billing schedule one month out; webhook replay cannot create a duplicate schedule or start billing after the plan has been cancelled. Subscription-installment refunds update the same payment and refund history used by revenue reports. Because that recurring schedule is part of the signed agreement, staff cannot use Deposit received or Waive to bypass hosted signup for a monthly plan. Those three hosted proposal cards are exclusive: only the selected option's frozen scope proceeds to signature, payment, and job or maintenance-plan creation. The existing mobile Close Kit and legacy combined-approval flows can still approve one-time work and membership together where explicitly offered.

• Cancelling a monthly membership stops its future Stripe schedule before the

local plan and future visits are cancelled. If Stripe cannot confirm that stop, Clean Estimate Pro refuses the local cancellation so the customer is never shown as cancelled while charges can continue.

• If a later monthly installment fails, V2 records the failed payment and

blocks scheduling or starting upcoming plan visits. Stripe's successful retry restores that installment payment. The visit gates release only after no other installment remains failed or refunded; work already in progress is not interrupted.

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

shows the monthly charge.

• The customer PDF follows the accepted flow and choice. A Suds Club-only

choice downloads only the membership document, without the one-time estimate in front of it. A combined mobile or legacy approval includes both documents, while a one-time-only choice excludes the membership page. The automatic hosted V2 comparison does not create a combined choice.

• For a membership with a persisted monthly billing schedule, the membership

document uses the same monthly price and seasonal schedule shown on the quote. Once the membership is saved, it also reflects selected exterior-window and screen upgrades. The schedule is formatted as one print-friendly page, including for providers with longer business names.

• Like the standard estimate, the Suds Club-only PDF includes the customer and

service-location details at the top. When the membership has a persisted monthly schedule, its pricing summary itemizes the three-month signup charge, the estimate's sales-tax rate and tax amount, the total due at signup, and the monthly membership amount that follows. A legacy or manually authored offer without that schedule shows only the payment terms actually saved on that proposal; it does not invent monthly installments.

• 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.

• On the customer quote, Exterior window cleaning and **Screen removal,

reinstall & cleaning** are separate optional buttons. A customer can add either upgrade or both before signing. Each service is performed twice per year, and the selected tier price is added to both the displayed monthly membership and the three-month signup payment.

• Package details, one-time service prices, and Suds Club upgrade prices load

with the estimate. Customer clicks update the visible selection and totals immediately while Clean Estimate Pro saves the newest choice in the background. The final signature review stays locked until the saved scope and price have been verified.

• In the final review, drawing in the signature pad captures the signature as

soon as the customer lifts their finger or mouse. There is no separate Confirm Signature step; the customer checks I approve the scope, price, and terms shown above before signing the proposal.

• Suds Club-only approvals use the membership amount for the customer-facing

total while retaining the estimate's stored total solely for the final revision check. This prevents an unchanged Club-only quote from being mistaken for an estimate that changed after it opened.

• 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.

Customer window and screen upgrade prices

The customer quote uses the same fixed monthly upgrade table as the public Suds Club website:

These customer-facing upgrades replace the window-count field on the customer quote. The representative's builder can still retain an older saved per-window selection, and the next customer upgrade change migrates that selection to the fixed tier price.

Annual allocation values remain available internally for configuration, quote calculation, and accounting. Compact legacy and manually authored customer presentations can keep those internal values hidden without changing the approved package definition or amount stored on the estimate. The automatic V2 three-choice comparison is the deliberate exception: it shows the saved tax-inclusive full plan value alongside monthly and signup pricing so the customer can compare all three signed options honestly.

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 and selected upgrades)
monthly = yearly ÷ 12, rounded to cents
signup payment = monthly × 3
final monthly payment = the reconciled remainder

Managing a membership after it starts

A membership is a plan, so it lives on the plan page with the rest of the recurring work. Three controls there cover the membership's life after the customer joins.

Change tier

Change tier opens Change Suds Club tier. Pick the new tier and give a reason. Before you save, the dialog shows what the change costs: the Days remaining in the current term, the amount Billed now for an upgrade, or the amount Credited to remaining installments for a downgrade, and the New monthly installment.

The price difference is the yearly difference between the two tiers, charged only for the days left in the current term. An upgrade creates a draft invoice for that difference; the remaining monthly payments stay as they are, so the difference is charged once. A downgrade takes the credit off the remaining payments instead; if the credit is larger than what is left to pay, the unused part is recorded on the membership's history rather than paid out. Every change is written to that history with who made it and why.

If a tier change needs another attempt to update the remaining payments, the plan keeps the saved change tied to this membership so retrying continues that change instead of applying it elsewhere.

Refund a membership payment

Payment history on the plan page lists the signup payment and each monthly Installment. Refund one from there with an amount and a reason. Refunding a payment in full also stops the remaining scheduled payments. Refunds need both Issue refunds and Manage plans.

On the plan detail page, Payment history shows an unresolved refund with its original amount and reason; those details stay fixed while it is retried. Select Retry refund to continue that same refund after an unclear result or after reloading the page. Only one refund can remain unresolved for a membership payment at a time, so another refund cannot be submitted until it is resolved. The recorded refund total stays correct even when confirmations and retries arrive in a different order.

Renewals

Renewing a monthly membership now creates the next term with its own payment link, and the plan shows Payment pending until the customer pays it. Before this, a renewed membership had no way to collect. A renewal can carry a new price.

Members still cancel by contacting the office; there is no self-service cancel on the customer's account page.

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 for

representative-configured legacy/custom window quantities. The customer quote's Windows and Screens buttons use the fixed size-tier table above.

• 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.