One of the places I feel like Jobber could improve the most is making service agreements more easy to administrate. It's a little chunky doing the re-occurring job thing. For those companies that have a lot of these, how are you guys doing in in Jobber?
I agree. I am actually just finalizing a new service agreement type program for our company, and I have noticed the same thing. One thing we are trying to do is charge a flat annual fee for our program. I was surprised to find that there is no way to do an automatic reoccurring payment without connecting it with a visit. So we basically have to set up two reoccurring jobs, one for the actual visits to complete the work, and one just for the annual payment to come out.
It would also be nice if there was a way to get notified when a reoccurring job visit is coming up, instead of just relying on the schedule. When you have someone with an annual appointment, it is scheduled way in advance, so you have to reach out to them at least a week or two in advance to set to reset the date and time.
