ATLAS
Memberships & Billing

Contractor membership plans, poster subscriptions, billing dashboards, payment management, and invoice details. Terracotta for contractor screens, DeepBlue for poster screens.

1 Plans
2 Billing
3 Subscribe
4 Payments
5 Sales
1 Plans & Billing
2 Payments & Sales
1 Billing Command Center
Section 1: Contractor Memberships Contractor
1 / Membership Plans
9:41
Memberships
24
Subscribers
$4,280
Revenue
7
Due This Week
Your Platform Fee
8.5%
Based on your subscription tier. Upgrade to reduce fees.
Your Plans
HVAC Maintenance Plan
ActiveHVAC
18
Subscribers
3
Tiers
$29
From/mo
Lawn & Garden Care
ActiveLawn
6
Subscribers
2
Tiers
$49
From/mo
Upcoming Services
See All
You have 7 membership services scheduled for the next 7 days.

ContractorMembershipsScreen

useQuery(api.contractorMemberships.queries.getMyMembershipDashboard)

2 / Plan Detail
9:41
Pro Plan
Pro Plan
$79/month
Save 15% with annual billing: $67/mo
Monthly
AnnualSave 15%
All Features Included
Unlimited lead access
Priority placement in search results
AI-powered bid suggestions
Advanced analytics dashboard
CRM & automation tools
Branded membership templates
Dedicated account manager
White-label branding
API access
Frequently Asked Questions
Can I cancel anytime?
Yes, you can cancel your subscription at any time. Your plan remains active until the end of your current billing period.
What happens to my leads if I downgrade?
Is there a setup fee?

PlanDetailScreen

useQuery(api.contractorMemberships.queries.getPlanDetail)

3 / Billing Dashboard
9:41
Billing
Current Plan
Pro Plan
Active
Renewal DateMar 15, 2026
Monthly Cost$79.00/mo
Member SinceNov 2, 2025
Payment Method
VISA
Visa ending in 4242
Expires 08/2028
Default
Usage This Period
Leads Accessed 47 / Unlimited
Automation Runs 183 / 500
Billing History
Feb 15, 2026
Pro Plan - Monthly
$79.00 Paid
Jan 15, 2026
Pro Plan - Monthly
$79.00 Paid
Dec 15, 2025
Pro Plan - Monthly
$79.00 Paid

BillingDashboardScreen

useQuery(api.contractor.billing.getBillingDashboard)

4 / Create Membership Template
9:41
Create Membership
Basics
2
Tiers
3
Review
Pricing Tiers
Create 2-3 tiers with different services and prices.
GOOD
Add Service
BETTER
Add Service
Mark as Recommended
Add Tier

CreateMembershipScreen (Step 2: Tiers)

useMutation(api.contractorMemberships.mutations.createTemplate)

Section 2: Poster Memberships Poster
5 / Available Plans
9:41
Memberships
My Plans (1)
Browse Plans
4 plans available
Most Popular
HVAC Maintenance Plan
by Summit Heating & Cooling
$29/mo
Keep your system running efficiently year-round with seasonal tune-ups and priority service.
HVAC 3 tiers
4.9
Lawn Care Subscription
by Green Valley Landscaping
$49/mo
Weekly mowing, seasonal cleanup, and fertilization included in all plans.
Lawn 2 tiers
4.7
Pool & Spa Maintenance
by Crystal Clear Pools
$89/mo
Pool 1 tier
4.8

PosterMembershipsScreen (Browse tab)

useQuery(api.contractorMemberships.queries.browseAvailablePlans)

6 / Active Subscription
9:41
Memberships
My Plans (1)
Browse Plans
HVAC Maintenance Plan
Standard Tier
Active
ContractorSummit Heating & Cooling
Billing$79/month
RenewsMar 15, 2026
Service Usage
Visits Used 3 of 6
3 remaining this period
2 upcoming services scheduled
View Details

PosterMembershipsScreen (My Plans tab)

useQuery(api.contractorMemberships.queries.getMyMemberships)

7 / Subscription Detail
9:41
HVAC Maintenance
Active Auto-renews Mar 15
Provided by
Summit Heating & Cooling
Plan Details
TierStandard
Billing$79/month
Current PeriodFeb 15 - Mar 15
Member SinceNov 2, 2025
Next RenewalSat, Mar 15, 2026
Included Services
Spring tune-up & inspection
Fall preventive maintenance
Filter replacements (2x/year)
15% off emergency repairs
Service History
Fall Preventive Maintenance
Sat, Oct 18, 2025
Completed
Filter Replacement
Mon, Dec 8, 2025
Completed
Spring Tune-Up
Wed, Mar 18, 2026
Scheduled
Billing History
Feb 15, 2026
Standard - Monthly
$79.00Paid
Jan 15, 2026
Standard - Monthly
$79.00Paid
Cancel Membership

PosterMembershipDetailScreen

useQuery(api.contractorMemberships.queries.getMySubscriptionDetail)

Section 3: Payment Management Both Roles
8 / Payment Methods
9:41
Payment Methods
Saved Cards
VISA
Visa ending in 4242
Expires 08/2028
Default
MC
Mastercard ending in 8888
Expires 11/2027
Set Default
Add New Card
Stripe Card Element
Payout Account
Contractor Only
Chase Bank ...7291
Routing: ...0021
Verified
Connected via Stripe Connect. Job payouts deposit here.

PaymentMethodsScreen

useAction(api.stripe.stripe.listPaymentMethods), useStripeContext()

9 / Invoice Detail
9:41
Invoice
Invoice #INV-2026-0247
February 15, 2026
Paid
Line Items
Pro Plan - Monthly$79.00
Qty: 1 x $79.00
Lead Pack - 10 Leads$45.00
Qty: 1 x $45.00
Subtotal$124.00
Tax (7.25%)$8.99
Total$132.99
Payment
MethodVisa ending in 4242
ChargedFeb 15, 2026 at 12:00 AM
Transaction IDpi_3Q7kR2IceZ4LzRB9

InvoiceDetailScreen

useQuery(api.contractor.billing.getInvoiceDetail)

10 / Billing Settings
9:41
Billing Settings
Auto-Renewal
Automatically renew your plan each period
Billing Email
Invoices and receipts sent here
Receipt Preferences
Email Receipts
SMS Receipts
Spending Alerts
$ per month
Enable Spending Alerts
Payment Retry
Auto-Retry Failed Payments
Retry up to 3 times over 7 days

BillingSettingsScreen

useMutation(api.contractor.billing.updateBillingSettings)

Section 4: Sales Presentations Contractor
11 / Membership Sales — Card View
9:41
Service Plans
Home Comfort Plans
Maintenance plans for residential HVAC customers
15% off — Limited Time! $34/mo
Monthly
AnnualSave $49+
Good
Essential
$29 /mo Save $49/yr
Annual HVAC inspection
Filter replacement (2x/yr)
Priority scheduling
Recommended
Better
Premium
$49 /mo
Everything in Essential, plus:
Bi-annual tune-up
Parts discount (15%)
Emergency service (24h response)
Best
Complete
$79 /mo
Everything in Premium, plus:
Quarterly maintenance
Free parts under $100
Same-day emergency
Annual equipment assessment

MembershipSalesCardScreen

useQuery(api.contractorMemberships.queries.getSalesPresentation) · shareTemplate()

12 / Membership Sales — Compact Upsell
9:41
Job Complete
HVAC Repair — Johnson Residence
Completed
$450
Home Comfort Plans
by Mike's Renovation Co.
15% OFF
Starting at $29/mo
Annual HVAC inspection
Priority scheduling
Parts discount
Skip for now
Upsell conversion rate: 23% of completed jobs. Offering a plan increases customer lifetime value by 4x.

JobCompleteUpsellScreen

useQuery(api.contractorMemberships.queries.getUpsellTemplate) · onSkip() · onLearnMore()

Data Architecture
Schema Tables
contractorMembershipTemplates — plan definitions
name, description, category, hasTiers, isActive, contractorId

contractorMembershipTiers — pricing tiers
templateId, tierLevel, name, monthlyPrice, quarterlyPrice, annualPrice, services[], isRecommended

contractorMembershipSubscriptions — active subscriptions
posterId, contractorId, templateId, tierId, status, billingCycle, pricePerCycle, currentPeriodStart/End, cancelAtPeriodEnd

contractorMembershipServiceInstances — service tracking
subscriptionId, serviceName, scheduledDate, status (scheduled/completed/overdue/cancelled)

invoices / paymentMethods
Stripe-synced billing records and saved payment instruments
Hooks & Mutations
getMyMembershipDashboard — contractor stats
getMyTemplates — contractor plan list
getMyMemberships — poster subscriptions
browseAvailablePlans — poster plan browser
getMySubscriptionDetail — full subscription
getMyUpcomingServices — service schedule

createTemplate — new membership plan
createTier — add pricing tier
subscribe — poster subscribes to plan
cancelSubscription — cancel (immediate or period end)
pauseSubscription / resumeSubscription
markServiceComplete — contractor marks done
updatePayment — change payment method
Stripe Integration
Subscriptions · Invoices · Payment Methods · Connect (Payouts) · Webhooks · Customer Portal
Plans & Billing
Plans & Billing
9:41
Plans & Billing
Billing Overview
$12K
MRR
$144K
ARR
+8%
Growth
97%
Collection
Active Subscriptions
Gold Plan — Jennifer Adams
$49/mo · Next: Apr 1
Active
Silver Plan — Robert Chen
$29/mo · Next: Apr 1
Active
Gold Plan — Sarah Smith
$49/mo · Past due
Overdue
Payments & Sales
Payments & Sales
9:41
Payments & Sales
Recent Payments
Jennifer Adams — Gold
$49.00 · Mar 1
Paid
Robert Chen — Silver
$29.00 · Mar 1
Paid
Sarah Smith — Gold
$49.00 · Feb 1
Failed
Revenue Summary
$4,800
This Month
$14,200
Quarter
+12%
Growth
$320
Avg Sale
Payment Trends
Billing Command Center
Billing Command Center
https://app.3bids.io/contractor/billing
3Bids
Main
Billing ⌘1
Plans ⌘2
Invoices ⌘3
Payments ⌘4
Analytics ⌘5
Settings ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,

Billing Command Center

$12K
MRR
$144K
ARR
97%
Collection
$320
ARPU
Recent Transactions
Payment: Jennifer Adams — $49
2 minutes ago
Invoice sent: Robert Chen
15 minutes ago
Failed payment: Sarah Smith
1 hour ago
Revenue Trend