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

Question

Hello,&nbsp;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.&nbsp;This package is still in phase 1 but I'm hoping for two main things :&nbsp;Create an invoice upon the initial clean and receive payment up front for the year (it is listed this way on the jobber quote.&nbsp;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.&nbsp;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.&nbsp;

jjd921 · Answer

Your second point is the one Jobber doesn't do natively. The workaround I've seen described is to split it in two: one recurring job for the actual service visit, and a separate recurring entry purely for the annual payment. It's inelegant - two recurring entries per customer to maintain - but it decouples "charge them in March" from "show up in March", which a single recurring job can't do.

The first point is easier; invoicing the full year up front works fine off the quote. It's the renewal twelve months later that needs the above.

The bonus is the one I'd plan for deliberately rather than discover later. If the spot treatments are visits inside the package, nothing counts them against an allowance - the recurring job keeps generating them, and job costing will show time on site, but neither tells you this customer has used 4 of their included spot cleans with 7 months left on the term. If margin per package is the number you care about, track the included count somewhere from day one. Reconstructing it a year later out of visit history is miserable.

How did phase 1 go - did the warranty package end up launching?

travisshepherd · Answer

Jobber handles yearly recurring jobs by letting you set a 12-month schedule cadence with no end date.

When you convert a quote into a recurring job, you save the client card on file through Jobber Payments. Setting the billing to fixed annual charges lets the system charge the card automatically when the year is up.

For extra service calls during the year, you add individual visits directly to the main job. Techs log their hours and materials on those specific visits, which feeds into the job cost report without generating extra invoices.

If a client cancels before the renewal date, you cancel the recurring job or delete future visits to stop the next annual charge.

jjd921 · Answer

That's cleaner than what I described. If the package already includes the annual visit, the charge can ride on the recurring job and there's no reason to split it in two. The workaround I mentioned only applies when the fee isn't tied to a visit at all.

The spot treatments are where I think there's still a gap. Job costing tells you what those visits cost you. It doesn't tell you what the customer has left. Someone who's used 4 of their included spot cleans with 7 months to go looks the same in the reports as someone who's used all 6.

Cost and entitlement are two different numbers. Only one of them lives in Jobber.

Is there anything native that tracks a remaining count against an agreement? Or does that always end up in a spreadsheet somewhere outside?

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

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