Quoting & Setting Up a Subscription Job In Jobber

How to set up a subscription service, annual service plan, or warranty job in Jobber. If you need further Jobber help or training email Janine hello@growthva.ca or visit my website www.growthva.ca

Janine Chambers
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51 steps
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4 minutes

Jobber

Navigate to [https://secure.getjobber.com/home](https://secure.getjobber.com/home)

Quoting Subscription Plans

Click "Create"

Click "Quote"

Click here to assign a client if it hasn't been added already

Click the client from the list

Click the "Title" field to title the quote, this will become the name of the job if approved and converted

Quoting A Single Plan

If quoting one option complete the line item

If Allowing a Client Choose From Multiple Plans

Click "Add Optional Line Item"

Choose your line item or create one

Tip! Try to use products or services already saved in Jobber to prevent reporting and bookkeeping issues.

Click the "Unit Price" field to add or update the pricing as needed

Tip! Changing line item descriptions and pricing does not impact reporting or bookkeeping

Create additional "Optional Line Items" for each level of service

Click here.

Taking The First Payment

Click "Add Required Deposit" to collect the first payment and collect the credit card information for your subscription

Click this dropdown and switch from $ to %

Click this number field and set to 100% if giving options to choose from.

Click the "Client message" field Type "Please choose your subscription above and your quote will automatically update [[tab]]"

Click "Save And..."

Click "Send as Email"

Click here.

Creating The Job For The Subscription Billing

Click "Convert to Jobs"

Click "Convert to Job"

Click the "Title" field.

Click "Recurring Job"

Click this text field to change the date if starting at a later date

Click "Start date"

Subscriptions for set schedules (weekly,bi-weekly, monthly)

Click "Repeats" to set the schedule if the subscription has planned visits

Click this dropdown.

To change the frequency of the visits or the day the visit occurs on

Confirm the written wording is what you want your scheduling to appear as.

Plans without set visits

Click this dropdown and choose "As Needed"

Click this text field to change the duration of the job. for plans that automatically renew or have no set term you can choose up to 10 years

Click this dropdown to change from month(s) to year(s)

Tip! If there is a set number of visits within a set time frame like 4 visits in 32 weeks the duration can be set every 4 weeks for 32 weeks

Team Assignment

Click here to assign a team if the visit frequency has been set. If the frequency hasn't been set this will not be an option. Assignment will need to take place manually when visits are set

Invoicing Settings

Click "Fixed price" for a monthly single price

Click this dropdown if the billing should run on a different day of the month

Click "Last Day" to remove that option so that the customer isn't billed twice a month

Select the day you need billing to occur

Click this button field.

Click here to turn on Jobber Payments

Ensure the first billing date looks correct

Line Items

Lines should populate from the approved quote but best to double check that the customer chose one and that the pricing is correct

Click "Save And..."

Click "Email Booking Confirmation"

Tagging Clients For Bulk Booking, Tracking, and Marketing

Go to the client profile

Click "New Tag" to add a tag by month, location or plan type

Setting a Manual Call In Visit

Click "New Visit"

Click the "Instructions" field if the tech needs instruction or there are multiple services that you would like to identify throughout the subscription

Click "Start date"

Click "End date"

Click here to assing a team member

Billing Schedule

Check that the billing dates are correct