ATLAS

Membership Management

Create recurring revenue with maintenance plans, service packages, and VIP memberships. Full builder wizard with tiered pricing.

1Dashboard
→
2Builder
→
3Services
→
4Subscribers
→
5Edit Plan
1 Dashboard & Plans
2 Subscribers & Builder
1 Membership Command Center
Screen 1 — Membership Dashboard
Dashboard
9:41
Membership Plans
Active Plans
3
Subscribers
47
Total Revenue
$12,345
Upcoming Services
8
Founder Tier
Platform fee: 8.5%
Your Plans
3 total
HVAC Annual Care
Public
HVAC 3 tiers
24
Subscribers
$6,240
Revenue
View Details
Plumbing Protection
Public
Plumbing 2 tiers
18
Subscribers
$4,320
Revenue
View Details
Electrical Maintenance
Electrical 2 tiers
5
Subscribers
$1,785
Revenue
View Details

Dashboard with plan cards, stats grid, tier info, and active/inactive toggles.

useQuery(api.memberships.getDashboard)

Dashboard (Empty)
9:41
Membership Plans
No membership plans yet
Create recurring revenue by offering maintenance plans, service packages, or VIP memberships to your customers.

Empty state with clear CTA to create first membership plan.

Screen 2 — Builder Wizard (4 Steps)
Step 1 — Details
9:41
Create Membership Plan
Details Tiers Services Review
Plan Details
Start from scratch or use a template to get started quickly.
Start from a template (optional)
HVAC
HVAC Annual Care
3 tiers
Plumbing
Plumbing Protection
2 tiers
Plan Name
Description
Category

Step 1: Plan name, description, category. Template presets auto-fill fields.

Step 2 — Tiers
9:41
Create Membership Plan
Details Tiers Services Review
Configure Tiers
Set up pricing tiers for your membership plan.
Tier 1
Tier Name
Description
Monthly
Quarterly
Annual
Tier 2 — Recommended
Tier Name
Highlight Text
Monthly
Quarterly
Annual

Step 2: Tiered pricing with monthly/quarterly/annual. Max 3 tiers. Recommended flag.

Step 3 — Services
9:41
Create Membership Plan
Details Tiers Services Review
Services & Benefits
Add the services and benefits included in each tier.
Premium Care
Basic Care
Elite Care
Included Services
Service 1
Service Name
Frequency
Qty
Retail Value ($)
Service 2
Service Name
Frequency
Qty
Benefits
Emergency Response Time (optional)

Step 3: Per-tier services with frequency, benefits list, and emergency response time.

Step 4 — Review
9:41
Create Membership Plan
Details Tiers Services Review
Review & Publish
Review your membership plan before publishing.
HVAC Annual Care
HVAC
Comprehensive HVAC maintenance keeping your system running efficiently year-round.
3
Tiers
7
Services
9
Benefits
Pricing Tiers
Basic Care
$19.99/mo · $54.99/qtr · $199.99/yr
2 services · 3 benefits
Premium Care
Recommended
$34.99/mo · $94.99/qtr · $349.99/yr
3 services · 4 benefits
Elite Care
$49.99/mo · $134.99/qtr · $499.99/yr
5 services · 5 benefits
Settings
Make Public
Allow homeowners to browse this plan
Activate Plan
Enable subscriptions immediately

Step 4: Final review with plan summary, tier pricing, and publish settings.

useMutation(api.memberships.createTemplate)

Screen 3 — Membership Services
Services
9:41
Membership Services
Scheduled
5
Completed
12
Total
17
This Week
This Month
All Upcoming
All
Scheduled
Completed
Overdue
Today
Seasonal Tune-Up
HVAC Annual Care · Premium
Scheduled
JW
Jane Wilson
123 Maple St, Akron
Yesterday
Filter Replacement
Plumbing Protection · Essential
Completed
BM
Bob Martinez
456 Oak Ave, Cleveland

Service tracking with date grouping, status filters, and complete/reschedule actions.

useQuery(api.memberships.getServices)

Screen 4 — Subscribers View
Subscribers
9:41
HVAC Annual Care
24
Active
28
Total
$6,240
Revenue
Search subscribers...
All
Active
Paused
Cancelled
JW
Jane Wilson
Premium · Monthly
Active
123 Maple St, Akron
Member since
Jan 15, 2026
Next renewal
Apr 15, 2026
Amount
$34.99/mo
RP
Robert Park
Basic · Annual
Active
789 Pine Rd, Canton
Member since
Nov 1, 2025
Next renewal
Nov 1, 2026
Amount
$199.99/yr
SA
Sarah Adams
Elite · Quarterly
Paused
321 Elm St, Cleveland
Member since
Dec 20, 2025
Next renewal
Paused
Amount
$134.99/qtr

Per-plan subscriber list with search, status filters, and renewal tracking.

useQuery(api.memberships.getSubscribers)

Data Architecture
Backend Queries
  • getDashboard Plan stats, tier info, template list
  • getServices Upcoming/completed services by date
  • getSubscribers Subscriber list with filters
  • getTemplate Single plan with tiers & services
Backend Mutations
  • createTemplate Create plan + tiers from wizard
  • updateTemplate Edit plan name, settings, toggle
  • deleteTemplate Remove plan (with confirmation)
  • markServiceComplete Complete a service visit
  • toggleActive Enable/disable subscriptions
File Structure
  • memberships/index.tsx Dashboard
  • memberships/builder.tsx Create wizard (4 steps)
  • memberships/builder/[templateId].tsx Edit plan
  • memberships/services.tsx Service tracking
  • memberships/subscribers/[templateId].tsx Subscribers
Builder Steps
  • Step 1: Details Name, description, category + templates
  • Step 2: Tiers Up to 3 tiers with pricing (mo/qtr/yr)
  • Step 3: Services Per-tier services, benefits, frequency
  • Step 4: Review Summary, settings, publish toggle
Dashboard & Plans
Dashboard & Plans
9:41
Dashboard & Plans
Membership Stats
156
Members
3
Plans
+12
This Month
$12K
MRR
Active Plans
Gold Plan — $49/mo
72 subscribers · Full service
Active
Silver Plan — $29/mo
54 subscribers · Basic
Active
Bronze Plan — $19/mo
30 subscribers · Essential
Draft
Subscribers & Builder
Subscribers & Builder
9:41
Subscribers & Builder
Recent Subscribers
Jennifer Adams
Gold Plan · Since Jan 2026
Active
Robert Chen
Silver Plan · Since Feb 2026
Active
Maria Lopez
Gold Plan · Cancelled
Churned
Plan Builder
Plan Name
Gold Plan
Price
$49/month
Included Services
3 visits, priority scheduling
Plan Settings
Auto-renew
Trial period
Cancellation fee
Membership Command Center
Membership Command Center
https://app.3bids.io/contractor/memberships
3Bids
Main
Dashboard ⌘1
Plans ⌘2
Subscribers ⌘3
Builder ⌘4
Analytics ⌘5
Settings ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,

Membership Command Center

156
Members
3
Plans
$12K
MRR
94%
Retention
Recent Activity
New subscriber: Jennifer Adams
2 minutes ago
Payment received — $49
15 minutes ago
Cancellation: Maria Lopez
1 hour ago
Member Growth