Forum Discussion

Schellpower's avatar
Schellpower
Contributor 2
3 months ago

Maintenance Contract Questions

Hello, 

wondering what others do about maintenance contracts and Jobber.  we have about 350 generator maintenance contracts that we manually follow and update using excel spreadsheet.  Wondering if there is a more automated way.

 

thanks in advance

 

Dustin

 

  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador

    Yes!! Set them up in "Recurring Jobs" in Jobber. Its worked wonders for us!

    • bedellmgmt's avatar
      bedellmgmt
      Jobber Ambassador

      Same here - this is where Jobber really shines IMO

  • Hi Dustin,

    I’d need a bit more context, but wondering if you can either create a custom field for contractual clients, or utilize the tags feature. You can store the contract under the client profile and then tag that the particular client is on a maintenance contract. Hope this helps!