AssureStep
Morning operating board for HVAC contractors
Owner configurator

Membership / Churn Configurator

Set when a maintenance relationship looks at risk so the Morning Board can separate retention work from routine reminders.

What this configurator controls

  • Which memberships count as renewal or retention risk.
  • When non-members with frequent repairs deserve plan outreach.
  • How much member drift and lack of touch matter on the board.

See it on the board

The Morning Board now uses saved membership rules instead of generic maintenance pressure.

Open the demo to see which accounts rise into Save Accounts under your current renewal and churn settings.