Maintenance plans and service agreements in Jobber: how to run them today

What Jobber does and doesn't do for plans

A maintenance plan (also sold as a membership, service agreement or club) is three things: visits you promise, dues the customer pays, and terms for renewal and cancelling. Jobber handles the first two well and the third not at all. Here's what each part maps to.

On Jobber's own community forum, owners asking how to track agreement members are pointed to the same pieces: recurring jobs, automatic payments and custom fields (thread ↗). That works. It just needs a routine around it, which is what the rest of this guide is.

Step by step: set up a plan in Jobber

1. 1

   Write the plan down before you build it

   Name, price (monthly and yearly), visits a year, what each visit includes, perks (priority booking, a repair discount), what isn't covered, how it renews and how to cancel. Our free agreement template gives you the wording, and the plan price calculator works the price out from your own cost per visit and margin.

2. 2

   Add plan items to Products & Services

   Create a line item for the dues (for example “Gold plan, monthly”) and one for the included visit at $0, so invoices and visits read clearly. If you offer member pricing on repairs, add member-rate versions of your common repairs, or decide on a single discount line item.

3. 3

   Mark members on the client

   Add a client tag per plan (“Plan: Gold”) so you can filter and bulk-edit the client list and export it. Add a client custom field for the renewal date, and another for the start date if you want to see tenure. Custom fields are internal unless you make them client-facing.

4. 4

   Create one recurring job per member

   Set the visit schedule the plan promises (a custom schedule for, say, spring and fall), attach your visit checklist, and set invoicing to a fixed price per month or per year. Put the plan in the job title (for example “Gold plan: spring + fall tune-up”): the title shows on the schedule and in the mobile app, tags don't. Setting the job to end after the agreement term means it surfaces when the plan is due to renew.

5. 5

   Turn on automatic payments where you can

   On the Connect plan and up, with Jobber Payments, the client needs a saved card or bank account (ACH, US) and the job's invoices can charge automatically. If a charge fails, Jobber tries once, notifies admins and leaves the invoice for you to chase. Check failed payments weekly.

6. 6

   Keep a renewal list

   Once a month, filter clients by plan tag, export, and sort by the renewal-date field. Send renewal reminders, and any price change, with the notice your customers' state or province requires: the free notice checker gives you dates.

7. 7

   Check visits owed before each renewal

   Open the member's recurring job and compare visits completed with what the plan promised. Book anything owed before you ask them to renew.

What the recurring job looks like by trade

These are starting points, not industry standards. Use what your agreement actually promises.

Where this falls short

• Renewals are on you. Nothing in Jobber tells you a plan is about to renew or lapse; the custom-field date only helps if someone checks it.
• Member pricing is manual. A tech or office person has to remember the member rate on every repair quote.
• One failed charge, no retry. Automatic payments are attempted once. A lapsed card can quietly turn a member into an unpaid one.
• Price changes are job by job. Changing your price list doesn't change existing recurring jobs. See how to raise prices on recurring jobs in Jobber.
• No plan-level reporting. Members, cancellations and plan revenue have to be worked out from exports. The free revenue forecast shows where your plan levels off.

While you can check every member by hand each month, a tag, a date field and a monthly export are enough. When that stops being true, the options are: switch to a field-service package with plans built in (Housecall Pro lists Recurring Service Plans on its pricing page, checked 29 October 2026 ↗), keep Jobber and use a separate plan tool beside it, or keep the spreadsheet and accept the admin. We compare some of the separate tools on our comparison pages.