Managing Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone,
I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge.
Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues.
Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this.
In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar?
Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!
