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.
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?
