We are currently offering one service contract; however, we are looking to create three tiers. We would have a Silver, Gold, and Platinum package. Each package/membership would offer something different.
How could we effectively manage this in Jobber to keep track of which clients are on which level package? How many visits they have/have used? Payments? Etc.
If you make 3 different quotes for each level, then you would know which one they signed up for. Then you can create 3 different service lines for each level and they will be added to each service call. Once the quote is approved and you schedule the work, it would show what level you are there to do. You can even make a job form that lists what each level includes and either use that internally to know what was done, or send that to the client to show them. This is a classic Jobber case from what I found, you put in a bit of work when you're sitting at your desk to make your life a lot easier when you're on the road in front of a customer.
And knowing how many visits they have or have left, you can just make the job recurring and schedule it as you want. Or you can go to the client page and tell how many jobs are remaining.
If it is not scheduled work and used more of an on demand service, you can just have them all scheduled on the same day and pull those jobs as you need.
This all make sense I was just hoping there was more of an automated way to handle it verses having to do all that work to manage service contracts. That could become a full time job in itself if I was at the number of service contracts I would like to have.
