Derek1
2 months agoContributor 2
Suspend a recurring job account for non-payment
I own a residential lawn and yard maintenance business. Recurring job visits is our bread and butter. Mowing is about half of our revenue. We require a credit card on file, and auto-pay after each visit. We use Jobber's payment feature for this. This works really well, and eliminates accounts receivable. Occasionally a customer's credit card does not process. At that point, we receive an email from "The Jobber Team". The heading is: Automatic payment for "John Customer" failed. That is helpful.
I would like to see the following in Jobber, with automated functions. The owner (me) could set parameters/thresholds for the activities. But I really want to automate this process!
- Instantly when card is declined: Customer automatically receives an email and text, letting them know that their card failed.
- The email and text include the invoice, payment link, and link to update their card.
- The email and text are re-sent every day until payment is received.
- The job is automatically suspended. In other words, the future visits are flagged or suspended in Jobber until the account is paid and a card is on file.
- A report that shows on the dashboard for all credit cards that were declined.