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SpotsCC1's avatar
SpotsCC1
Contributor 3
1 year 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. 

automatic payments
cleaning
general contracting
invoicing
online payments

1 Reply

  • jjd921's avatar
    jjd921
    Contributor 2
    3 hours ago

    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?