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SpotsCC1's avatar
SpotsCC1
Contributor 3
7 months ago

Setting up a "Recurring Job" with a warranty package in Jobber?

Hello, 

I'm new to the Recurring Visits in Jobber/ongoing billing. Essentially, I created an ongoing, yearly maintenance package for my carpet cleaning clients. It includes a full carpet cleaning and a 12 month warranty package on the areas that were cleaned. They will be signing up knowing it is a recurring package with auto-renewal. Meaning 12 months later, their card gets charged again and they receive their full maintenance clean plus another 12 months of spot cleanings. 

This package is still in phase 1 but I'm hoping for two main things : 

  • Create an invoice upon the initial clean and receive payment up front for the year (it is listed this way on the jobber quote. 
  • The ability to auto renew the package (automatically receive payment and re-book a full service job 1 year after the initial clean.
  • Bonus: Be able to create additional visits for the spot treatments within the 1 year recurring job. This will help to track the time on site and gross margin for the entire package, not just the initial clean. 

I'm sure I won't be able to hit all of these marks but I would love to hear from those using yearly recurring visits or warranty programs within jobber. 

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