FOR THE MEMBERSHIP COORDINATOR
Member Sync
Membership status edits that clean the schedule.
When a membership's status changes, the schedule stays correct on its own. The forward visits are cancelled or rebuilt to match.
- Time back
- 5 min
- per membership
- Cost
- 15¢
- 30 Rivets per membership
How it works.
4 steps, and your team only touches the ones that need a person.
- 1.
Watches the membership book
Member Sync watches the field service management system for membership status changes, new sign-ups, and recurring-service edits.
- 2.
Holds for a moment, then gathers the visits
When a membership changes, it waits a short buffer the Coordinator sets so a mistaken edit can be undone, then gathers the upcoming visits tied to that membership.
- 3.
Brings the schedule into agreement
It cancels the upcoming visits when a membership is paused or ended, rebuilds them when it comes back, and creates the first block for a new sign-up. On each one, it writes the matching reason, memo, and tags.
- 4.
Shows what changed
It posts a short summary of every change for the Coordinator to review and sends anything it could not finish to an exceptions list.
Try it.
A small working model of Member Sync. Nothing here touches a real customer.
Change a membership's status and watch its upcoming visits cancel or rebuild to match.
A day for the Membership Coordinator.
- 9:00 AM
A customer cancels their plan. The Coordinator changes the status, then opens each upcoming visit one by one to cancel it, type the reason and memo, and add the tags dispatch filters on.
- 11:30 AM
A paused member reactivates. Now the Coordinator has to rebuild the visits they cancelled weeks ago, recreating each one from the plan template by hand.
- 2:15 PM
A technician calls in from a driveway. The customer paused last month, but the visit was never cleared off the board. The Coordinator apologizes to the customer and reroutes the tech.
- 4:45 PM
They set aside time for the weekly reconciliation pass, combing the board for visits that no longer match a membership's status.
- 9:00 AM
A customer cancels their plan. The Coordinator changes the status and moves on. Member Sync cancels the upcoming visits, writes the reason, memo, and tags, and posts a short summary of what changed.
- 11:30 AM
A paused member reactivates. The forward visits rebuild from the plan template on their own. The Coordinator checks the summary and keeps going.
- 2:15 PM
No driveway call comes in. The visits for paused customers came off the board when the status changed, so no technician is sent to an inactive account.
- 4:45 PM
There is no reconciliation pass to run. The board already matches the membership book, and the time goes to the customers who need a call.
What it won't do.
So nobody's surprised later.
- Does not optimize routes, plan drive time, or assign technicians by skill or zone.
- Does not handle membership renewals or win-back outreach.
- Does not score accounts for churn risk or run retention offers.
- Does not text or email the end customer about a cancelled or rescheduled visit.
- Does not run membership billing; it writes a tag the office can filter on.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
