Forum Discussion

Derek1's avatar
Derek1
Contributor 2
2 months ago

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!

  1. Instantly when card is declined:  Customer automatically receives an email and text, letting them know that their card failed.
  2. The email and text include the invoice, payment link, and link to update their card.
  3. The email and text are re-sent every day until payment is received.
  4. 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.
  5. A report that shows on the dashboard for all credit cards that were declined.
  • julie's avatar
    julie
    Jobber Community Team

    Hi Derek, thanks for your post!

    These are great suggestions and I can see how your ideas can help automate your process more efficiently.

    I’ve forwarded your ideas to Success as they collect all feedback to share with our Product Team who consolidates customer ideas/feedback so we can have a pulse on what would help our customers the most overall.

    Curious to hear from other members to see if they have any out of the box ideas or workarounds!