Union OS

Manage the Entire Member Lifecycle in One Place

Give your team one trusted record for every member — connecting membership, dues, dispatch, training, certifications, grievances, communications, documents, and member self-service.

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One connected member record across Union OS

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Complete operational history — membership, dues, dispatch, training, and cases

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Secure Member Portal connected directly to administrative workflows

Michael Reyes

Journeyman Electrician · Local 134

Active

OverviewMembershipDuesDispatchTrainingCasesDocuments

Member IDL134-08821

ClassificationJourneyman

Dues StatusPaid Through Jun 2026

EmployerApex Electric Co.

Dispatch StatusWorking

Member SinceMarch 2011

♙4 ActiveCertifications

!1 ActiveOpen Cases

♙EnrolledPortal

Recent Activity

● Dues payment received — $87.502 days ago

● Dispatch referral issued — Job #44121 week ago

● OSHA 30 certification renewed3 weeks ago

Member information should not be scattered across spreadsheets, databases, email, and staff memory.

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Disconnected Member Records

Staff should not have to search multiple systems to understand one member.

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Incomplete Operational History

Dues, dispatch, training, grievances, and communications should connect to the member record.

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Too Much Duplicate Entry

Information entered once should be available across connected workflows.

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Institutional Knowledge at Risk

Important member history should stay with the organization, not inside individual staff inboxes or memory.

One member record. Every important interaction.

Union OS creates a connected operating record for each member so staff can understand the full relationship without moving between disconnected systems.

All operational activity tied to a single member record
Staff see dues, dispatch, training, and cases in one view
Changes in one area reflect immediately across workflows
Complete audit history for every member interaction

Member
Record

Membership Status

Dues & Payments

Dispatch

Training

Certifications

Grievances / Cases

Communications

Documents

Employers

Member Portal

All data flows through one connected member record

Manage membership structure without losing flexibility.

Configure member classifications, bargaining units, departments, and custom fields to match the way your union actually operates — not the way a generic database expects you to.

Member status & history
Classifications & types
Departments & bargaining units
Employer relationships
Initiation & join dates
Active / inactive / retired
Custom member fields
Bulk management controls

⌕ Search members...

Filters

Member	Classification	Dues	Status
Michael Reyes L134-08821	Journeyman	Current	Active
Sandra Torres L134-07214	Apprentice	Current	Active
James Okafor L134-05988	Journeyman	Delinquent	Active
Priya Nair L134-09104	Master	Current	Retired

See the full member history when it matters.

A complete operational timeline ensures staff have the full context — not just the most recent record.

Member Activity — Michael Reyes

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Joined unionInitiated as Apprentice — Local 134

Mar 2011

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Employer changedMoved to Apex Electric Co.

Aug 2014

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Classification upgradedPromoted to Journeyman

Jan 2016

Dues payment received$87.50 — March 2026

Mar 2026

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Dispatch referral issuedJob #4412 — Commercial build

2 wks ago

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OSHA 30 certification renewedValid through April 2028

3 wks ago

Member Snapshot Michael Reyes · L134-08821

StatusActive

Dues StatusPaid Through Jun 2026

DispatchWorking

EmployerApex Electric Co.

Expiring CertArc Flash — Aug 2026

Open Case1 grievance active

Upcoming TrainingRigging — Apr 14

Membership data becomes more valuable when it powers the rest of the union.

The member record is the foundation. Every workflow in Union OS connects back to it.

Dues & Remittances

Connect member records to payment, dues, and employer remittance history.

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Dispatch

Use membership status, availability, qualifications, and history inside referral workflows.

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Training & Certifications

Connect courses, licenses, certifications, expiration dates, and transcripts to the member.

Grievances & Cases

Maintain case records, notes, history, and member context together.

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Communications

Segment members and communicate based on status, classification, employer, training, or other operational data.

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Reporting

Search, filter, segment, and report across the member population.

Member Portal is connected directly to the member record.

Members get self-service access while staff continue working from the same underlying record.

♙ Member Portal — Michael Reyes ● Logged in

Dues StatusPaid Through Jun 2026

Certifications4 active · 1 expiring soon

DocumentsView (6 files)

TrainingRigging — Apr 14 registered

Course EnrollmentEnroll in upcoming courses

Notices1 unread

ProfileUpdate contact info

◇ Admin View — Union OS Staff Access

Profile Update RequestReview pending address change

Certification ReviewArc Flash renewal due Aug 2026

Dues InformationCurrent · $87.50 last payment

Training History11 courses completed

Portal ActivityLast login 2 days ago

Communication History3 notices sent this year

Open Cases1 grievance — Stage 2

Both views draw from the same underlying member record — no sync required.

Find the right members and act on the information.

Powerful search and segmentation lets staff find exactly the right group of members and take action — without building a report first.

Status & classification
Employer & department
Dues & payment status
Dispatch availability
Certification & expiration
Training completion
Geography & group
Custom field values

⌕ Search members by any field...

Status: ActiveClassification: JourneymanDues Status: CurrentDispatch: AvailableEmployer: AllCertification: OSHA 30

247 Members Selected of 1,247 total

✉ Send Email

☏ Send SMS

⇩ Export

☷ Create List

▥ Generate Report

▱ Create Campaign

A better member record changes how the entire union operates.

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One Source of Truth

Eliminate disconnected spreadsheets and databases.

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Complete Member Visibility

Understand a member's history without searching multiple systems.

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Less Administrative Work

Enter information once and use it across connected workflows.

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Better Member Service

Give staff the information they need when members call.

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Smarter Operations

Connect membership directly to dues, dispatch, training, and communications.

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Preserve Institutional Knowledge

Keep important history inside the organization.

Turn membership data into operational visibility.

Real-time dashboards and exportable reports give leadership and staff a clear picture of membership status, dues compliance, and operational activity.

Membership Dashboard

Export Schedule Report

Active Members1,247+14

New This Month8+3

Dues Current94%+2%

Expiring Certs (60 days)31+7

Open Cases12-2

Portal Enrolled78%+4%

Membership by Classification

Journeyman

52%

Apprentice

31%

Master

12%

Retired

Frequently Asked Questions

What is union membership management software?

Union membership management software helps unions maintain member records, classifications, dues status, employer relationships, dispatch information, certifications, training history, documents, communications, and operational history in one connected system.

What information can Union OS store on a member?

Union OS can store demographic information, status, classification, join date, employer history, dues status, dispatch activity, certifications, training, grievances, documents, communications, notes, and Member Portal activity.

Does membership data connect to dues and dispatch?

Yes. Member records can connect directly to dues, employer remittances, dispatch availability, referral history, work status, qualifications, and related operational workflows.

Can certifications and training be connected to member records?

Yes. Certifications, licenses, courses, transcripts, training registrations, completion history, and expiration dates can be maintained on the member record and used in dispatch or reporting workflows.

Can staff search and segment members?

Yes. Staff can search, filter, and segment members by status, classification, employer, department, dues status, training, certifications, geography, custom fields, and other operational data.

Does Union OS include a Member Portal?

Yes. Member Portal can provide secure self-service access to profile details, dues status, documents, training, certifications, notices, forms, and other member-facing information connected to the same administrative record.

Can historical member information be migrated?

Yes. Historical member information can be migrated from spreadsheets, databases, legacy systems, and other sources as part of implementation, depending on available source data and migration scope.

Is Membership Management part of Union OS?

Yes. Membership Management is a core part of Union OS and connects to dues, dispatch, training, certifications, grievances, communications, documents, reporting, and member self-service.

Give your union one trusted record for every member.

See how Union OS connects membership data to the workflows that run your organization.

Book a Demo Explore Union OS