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.