ATLAS

Membership Management

Recurring maintenance plans, tiered pricing, service packages, and subscriber management.

1Dashboard
›
2Builder
›
3Edit Plan
›
4Services
›
5Subscribers
1Dashboard & Plans
›
2Builder Wizard
›
3Edit Plan
›
4Subscribers & Services
1Command Center
›
2Plan Builder
›
3Edit Plan
›
4Subscribers
›
5Service Tracking
Screen 1 — Membership Dashboard
1 / DASHBOARD Live
9:41
Membership Plans
Active Plans
3
Subscribers
47
Total Revenue
$12,345
Upcoming Services
8
Plan PerformanceMembers on annual plans retain 3× longer than monthly. Consider offering a discount on annual billing to boost long-term revenue.
Founder TierPlatform fee: 8.5% — locked in as an early adopter. Standard rate is 10%.
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)

2 / DASHBOARD (EMPTY) Live
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)
3 / STEP 1 — DETAILS Live
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
Templates Save TimeSelect a template to auto-fill plan details, tiers, and services based on industry standards.

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

4 / STEP 2 — TIERS Live
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
Pricing TipMost contractors see the highest conversion on 3-tier plans. Mark one tier as “Recommended” to guide homeowners.

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

5 / STEP 3 — SERVICES Live
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)
Set Retail ValuesAdding retail values to each service helps homeowners see the savings they get with a membership.

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

6 / STEP 4 — REVIEW Live
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
Ready to PublishOnce published, homeowners can browse and subscribe to this plan from your public profile.

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

useMutation(api.memberships.createTemplate)

Screen 5 — Edit Plan
9 / EDIT PLAN Live
9:41
Edit Plan
Basic Info
Plan Name
Description
Category
Pricing Tiers (3)
Basic Care
$19.99/mo · 8 subscribers
Premium Care
$34.99/mo · 14 subscribers
Elite Care
$49.99/mo · 2 subscribers
To modify tiers, please contact support or create a new plan.
Settings
Make Public
Allow homeowners to browse this plan
Active
Accept new subscriptions
Stats
24
Active
28
Total
$6,240
Revenue

Edit existing plan: read-only tiers, toggle settings, view stats, delete.

useMutation(api.memberships.updateTemplate)

10 / DELETE CONFIRMATION Live
9:41
Edit Plan
Basic Info
Pricing Tiers
Delete Plan
Are you sure you want to delete this membership plan? This cannot be undone.

Destructive delete confirmation dialog. Plans with active subscribers cannot be deleted.

useMutation(api.memberships.deleteTemplate)

Screen 3 — Membership Services
7 / SERVICES Live
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
Scheduling TipCompleting services on time boosts subscriber retention. Overdue visits appear in the “Overdue” filter.
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)

11 / RESCHEDULE SHEET Live
9:41
Membership Services
Scheduled
5
Completed
12
Total
17
Reschedule Service
Select a new date within the current billing period.
March 2026
S M T W T F S 23 24 25 26 27 28 1 2 3 4 5 6 7 8

Reschedule bottom sheet with date picker constrained to current billing period.

useMutation(api.memberships.rescheduleService)

12 / SERVICES EMPTY Live
9:41
Membership Services
Scheduled
0
Completed
0
Total
0
This Week
This Month
All Upcoming
No services found
No membership services scheduled. Create a membership plan and add subscribers to start tracking services.

Empty state when no membership services are scheduled.

EmptyState component

Screen 4 — Subscribers View
8 / SUBSCRIBERS Live
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
Retention InsightPaused members are 4× more likely to reactivate within 30 days. Reach out with a personalized message to win them back.
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)

13 / SUBSCRIBERS EMPTY Live
9:41
Plumbing Protection
0
Active
0
Total
$0
Revenue
Search subscribers...
All
Active
Paused
Cancelled
No subscribers yet
Share your membership plan to get your first subscriber. Subscribers will appear here once they enroll.

Empty state for new plans with zero subscribers.

EmptyState component

DASHBOARD & PLANS Live
9:41
Membership Plans
Active Plans
3
Subscribers
47
Total Revenue
$12,345
Upcoming
8
Founder TierPlatform fee: 8.5% — locked in as an early adopter. Standard rate is 10%.
Your Plans
HVAC Annual Care
HVAC3 tiers
Public
24
Subscribers
$6,240
Revenue
Plumbing Protection
Plumbing2 tiers
Public
18
Subscribers
$4,320
Revenue
Electrical Maintenance
Electrical2 tiers
Inactive
HVAC Annual Care
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
Recent Subscribers
JW
Jane Wilson
Premium · Monthly · $34.99/mo
Active
RP
Robert Park
Basic · Annual · $199.99/yr
Active
SA
Sarah Adams
Elite · Quarterly · Paused
Paused
Plan PerformanceMembers on annual plans retain 3× longer than monthly. Consider offering a discount on annual billing to boost long-term revenue.
BUILDER WIZARD Live
9:41
Create Membership Plan
DetailsTiersServicesReview
Plan Details
Plan Name
Description
Category
Configure Tiers
Tier 1
Basic Care
$19.99/mo · $54.99/qtr · $199.99/yr
Tier 2 — Recommended
Premium Care
$34.99/mo · $94.99/qtr · $349.99/yr
Tier 3
Elite Care
$49.99/mo · $134.99/qtr · $499.99/yr
Included Services (Premium Care)
Seasonal Tune-Up
Semi-Annual · Qty: 2 · Value: $149
Filter Replacement
Quarterly · Qty: 4
Duct Inspection
Annual · Qty: 1 · Value: $89
Benefits
24/7 emergency line
4-hour response time
15% parts discount
Priority scheduling
Upcoming Services
Jane Wilson — Seasonal Tune-Up
Today · 123 Maple St, Akron
Scheduled
Robert Park — Filter Replacement
Tomorrow · 789 Pine Rd, Canton
Scheduled
Bob Martinez — Filter Replacement
Yesterday · 456 Oak Ave, Cleveland
Completed
Scheduling TipCompleting services on time boosts subscriber retention. Overdue visits appear in the “Overdue” filter.
EDIT PLAN Live
9:41
Edit Plan
Basic Info
Plan Name
Description
Category
Settings
Make Public
Allow homeowners to browse
Active
Accept new subscriptions
Pricing Tiers (3)
Basic Care
$19.99/mo · 8 subscribers
Premium Care
$34.99/mo · 14 subscribers
Elite Care
$49.99/mo · 2 subscribers
To modify tiers, contact support or create a new plan.
Stats
24
Active
28
Total
$6,240
Revenue
SUBSCRIBERS & SERVICES Live
9:41
Subscribers
Search subscribers...
All
Active
Paused
Cancelled
JW
Jane Wilson
HVAC Premium · Monthly
Active
RP
Robert Park
HVAC Basic · Annual
Active
SA
Sarah Adams
HVAC Elite · Quarterly
Paused
BM
Bob Martinez
Plumbing Essential · Monthly
Active
Retention InsightPaused members are 4× more likely to reactivate within 30 days. Reach out with a personalized message to win them back.
Service Schedule — Jane Wilson
3
Scheduled
5
Completed
8
Total
Upcoming
Seasonal Tune-Up
Mar 28 · 123 Maple St, Akron
Scheduled
Filter Replacement
Apr 15 · 123 Maple St, Akron
Scheduled
Completed
Filter Replacement
Feb 12 · Completed
Done
Seasonal Tune-Up
Oct 5 · Completed
Done
On-Time CompletionCompleting services on schedule improves your reliability score and keeps subscribers renewing.
COMMAND CENTER Live
https://app.3bids.io/contractor/memberships
1
Dashboard
2
Plans
3
Subscribers
4
Services
5
Builder
6
Analytics
7
Settings

Membership Command Center

Founder Tier · 8.5% fee
47
Subscribers
3
Active Plans
$12,345
Total Revenue
8
Upcoming Services
Active Plans
HVAC Annual Care
24 subscribers · $6,240 rev
Public
Plumbing Protection
18 subscribers · $4,320 rev
Public
Electrical Maintenance
5 subscribers · $1,785 rev
Inactive
Recent Activity
New subscriber: Jennifer Adams
2 minutes ago · HVAC Premium
Payment received — $34.99
15 min ago · Jane Wilson renewal
Cancellation: Maria Lopez
1 hour ago · HVAC Elite
Plan PerformanceMembers on annual plans retain 3× longer than monthly. Consider offering a discount on annual billing to boost long-term revenue.
Recent Subscribers
47 total
JW
Jane Wilson
Premium · Monthly · Jan 2026
$34.99/mo
RP
Robert Park
Basic · Annual · Nov 2025
$199.99/yr
SA
Sarah Adams
Elite · Quarterly · Paused
$134.99/qtr
Upcoming Services
8 scheduled
Seasonal Tune-Up — Jane Wilson
Today · HVAC Premium
Filter Replacement — Robert Park
Tomorrow · Plumbing Basic
Filter Replacement — Bob Martinez
Yesterday · Completed
Retention InsightPaused members are 4× more likely to reactivate within 30 days. Reach out with a personalized message to win them back.
PLAN BUILDER Live
https://app.3bids.io/contractor/memberships/builder
1
Dashboard
2
Plans
3
Subscribers
4
Services
5
Builder
6
Analytics
7
Settings

Plan Builder

Step 2 of 4 · Tiers
DetailsTiersServicesReview
Plan Details
Complete
HVAC Annual Care
Comprehensive HVAC maintenance keeping your system running efficiently year-round.
HVAC
Tier 1
Tier Name
Monthly
Quarterly
Annual
Tier 2 — Recommended
Tier Name
Monthly
Quarterly
Annual
Pricing TipMost contractors see the highest conversion on 3-tier plans. Mark one tier as “Recommended” to guide homeowners.
Included Services (Premium Care)
Seasonal Tune-Up
Semi-Annual · Qty: 2 · Value: $149
Filter Replacement
Quarterly · Qty: 4
Duct Inspection
Annual · Qty: 1 · Value: $89
Benefits
24/7 emergency line
4-hour response time
15% parts discount
Priority scheduling
EDIT PLAN Live
https://app.3bids.io/contractor/memberships/builder/abc123
1
Dashboard
2
Plans
3
Subscribers
4
Services
5
Builder
6
Analytics
7
Settings
Edit Plan
Modify plan details, toggle settings, and view performance.
Basic Info
Plan Name
Description
Category
Pricing Tiers (3)
Basic Care
$19.99/mo · 8 subscribers
Premium Care
$34.99/mo · 14 subscribers
Elite Care
$49.99/mo · 2 subscribers
Settings
Make Public
Allow homeowners to browse
Active
Accept new subscriptions
Performance Stats
Active Subs
24
Total Subs
28
Revenue
$6,240
Retention
86%
Growing StrongYour subscriber count increased 12% this month. Keep up the momentum!
SUBSCRIBER MANAGEMENT Live
https://app.3bids.io/contractor/memberships/subscribers
1
Dashboard
2
Plans
3
Subscribers
4
Services
5
Builder
6
Analytics
7
Settings

Subscribers

47 total · 42 active
Search by name, plan, or status...
All
Active
Paused
Cancelled
Subscriber
Plan & Tier
Status
Renewal
Amount
Actions
JW
Jane Wilson
123 Maple St, Akron
HVAC Annual Care
Premium · Monthly
Active
Apr 15, 2026
$34.99/mo
RP
Robert Park
789 Pine Rd, Canton
HVAC Annual Care
Basic · Annual
Active
Nov 1, 2026
$199.99/yr
SA
Sarah Adams
321 Elm St, Cleveland
HVAC Annual Care
Elite · Quarterly
Paused
Paused
$134.99/qtr
BM
Bob Martinez
456 Oak Ave, Cleveland
Plumbing Protection
Essential · Monthly
Active
Apr 1, 2026
$19.99/mo
Retention InsightPaused members are 4× more likely to reactivate within 30 days. Reach out with a personalized message to win them back.
SERVICE TRACKING Live
https://app.3bids.io/contractor/memberships/services
1
Dashboard
2
Plans
3
Subscribers
4
Services
5
Builder
6
Analytics
7
Settings

Service Tracking

8 upcoming · 12 completed
5
This Week
8
Upcoming
12
Completed
1
Overdue
All
Scheduled
Completed
Overdue
This Week
This Month
All
Service
Subscriber
Plan
Date
Status
Actions
Seasonal Tune-Up
JW
Jane Wilson
123 Maple St
HVAC Premium
Today
Scheduled
Filter Replacement
RP
Robert Park
789 Pine Rd
HVAC Basic
Tomorrow
Scheduled
Duct Inspection
SA
Sarah Adams
321 Elm St
HVAC Elite
3 days ago
Overdue
Filter Replacement
BM
Bob Martinez
456 Oak Ave
Plumbing Essential
Yesterday
Completed
Scheduling TipCompleting services on time boosts subscriber retention. Overdue visits appear highlighted in the table above.

Data Architecture

Schema tables, queries, mutations, and flows that power Membership Management.

Source Files

index.tsx
Membership Dashboard — plan cards, stats grid, active/inactive toggles
screen
builder.tsx
4-step wizard — details, tiers, services, review & publish
screen
builder/[templateId].tsx
Edit existing plan — same wizard flow with pre-filled data
screen
services.tsx
Service tracking — upcoming/completed visits per subscriber
screen
subscribers/[templateId].tsx
Subscriber list — tier breakdown, renewal dates, service history
screen

Convex Queries

memberships.getDashboard
All plans with subscriber counts, revenue totals, and active status.
query
memberships.getTemplate
Single plan with tiers, pricing, services, and publish settings.
query
memberships.getServices
Service schedule by subscriber. Upcoming and completed visits.
query
memberships.getSubscribers
Subscribers by template. Includes tier, renewal date, status.
query

Convex Mutations

memberships.createTemplate
Name, category, tiers with pricing, services per tier. Sets draft.
mutation
memberships.updateTemplate
Partial update of plan details, tiers, or services.
mutation
memberships.deleteTemplate
Soft-delete plan. Preserves subscriber history for reporting.
mutation
memberships.markServiceComplete
Records completed service visit with date and notes.
mutation
memberships.toggleActive
Activates or deactivates plan. Controls new subscription availability.
mutation

Builder Wizard Flow

details → tiers → services → review & publish

Subscription Status Flow

draft → active → renewal_due → renewed
Terminal: cancelled expired

Key Design Decisions

Contractor Palette
Terracotta accent, IconCircle styles B/D/F + semantic states
4-Step Wizard
Details → Tiers → Services → Review with template presets
Tiered Pricing
Up to 3 tiers per plan with monthly/quarterly/annual billing
Template Presets
HVAC, Plumbing, Electrical auto-fill with industry-standard services
Service Tracking
Per-subscriber visit schedule with completion logging and history