How to run maintenance plans and service agreements in Jobber

Published August 31, 2026 · Jobber plans verified August 2026

• Based on Jobber's own help center and pricing pages, its community forum, and about 580 sourced data points on how 1-4-truck shops run their agreement programs.
• Sources are at the bottom. Deepsel works alongside Jobber; nothing here is a pitch to switch platforms.

Jobber has no maintenance plan, membership or service agreement object. The accepted workaround has four parts: a recurring job per member for the visit schedule, a client tag for the tier, a custom field for the renewal date, and the job's invoicing schedule for billing. Below: the full setup, where each part leaks, and the layer that closes the gaps.

Jobber is a good field-service platform. If you're on it, stay on it. (Still choosing software? Start with the comparison by shop size instead.) What follows is the setup guide Jobber's own academy article stops short of,⁷ written for the shop that sells two-visit plans and needs to run them somewhere.

What Jobber gives you to work with

As of August 2026, every Jobber plan, including Core at $29/month billed annually, has the two features the workaround needs: recurring jobs and online booking.^{3, 5} (Some older third-party posts claim Core lacks them. Jobber's own help center says otherwise, so I went with Jobber.³) Automatic payments, which charge a client's saved card on a recurring job's billing schedule, require Jobber Payments and are available on select plans only.^{2, 4} The plan-by-plan detail, with what each tier really costs per month, is on our Jobber pricing page.

What no Jobber plan has is an agreement object: one record that holds the plan, the covered equipment, the visits owed against visits delivered, the discount, and the renewal. A feature request titled "Maintenance contract feature" has sat open in Jobber's community for years.¹ (The shorter yes-or-no answer, with what the gap costs a real agreement book, is in does Jobber support maintenance agreements.) Until it ships, you build the plan from parts. Here's how.

The workaround, step by step

Step 1: a recurring job per member

Create a recurring job on the member's property with two visits a year, spring and fall, scheduled as unassigned visits you slot when the season opens. This is the backbone: it puts the tune-ups on your calendar, and Jobber's help center documents the setup well.² The full walkthrough of Jobber recurring jobs, from setup to what they can't do, is here.

Where it leaks: a recurring job counts nothing. There's no "visits owed vs delivered" anywhere, so a visit that gets canceled in a busy no-cool week just disappears. Nothing tells you in October that a member's prepaid spring visit never happened. The recurring jobs report shows the schedule, not the debt.

Step 2: a client tag for the tier

Tag each member Bronze, Silver or Gold so anyone opening the client can see they're on a plan, and so you can filter the client list by tier.

Where it leaks: a tag is a label, not a rule. The 10-15% member discount doesn't apply itself to quotes or invoices; whoever writes the ticket has to remember, look up the tier, and do the math. Every forgotten discount is a member who paid for a benefit they didn't get.

Step 3: a custom field for the renewal date

Add a client custom field for the agreement's anniversary and fill it at signup. Filter or export by it monthly to build your renewal list.

Where it leaks: Jobber won't act on the date. No reminder fires, no report flags "expiring in 30 days" on its own. The renewal list only exists if someone remembers to go build it, and that someone is usually also answering the phones.

Step 4: billing through the job's invoicing schedule

Set the recurring job to fixed-price invoicing, monthly or annually. On select plans, with Jobber Payments and a saved card, automatic payments will charge the card on that schedule.⁴ Without that, Jobber creates invoice reminders and the office sends and chases each one.

Where it leaks: the charge follows the job, not an agreement. Come renewal time, the price update, the new plan year and the reset visit count are all a manual rebuild. A failed card quietly stops the plan without flagging anyone. Shops that renew by asking for money convert 40-50% of members; card-on-file auto-renewal converts 80% or more, with top operators on monthly auto-billing clearing 90-95%.^{8, 9} That 30-40-point swing is the single biggest number in the whole program.

What still needs a spreadsheet

After all four steps, three things live nowhere in Jobber: the visits-owed ledger, the discount entitlement, and which unit the plan covers (with its filter sizes, so the right filter is in the truck). So the office keeps a sheet beside Jobber and updates both after every visit. If that's where you are, use our free tracking spreadsheet; the columns and the two formulas that matter are explained in how to track HVAC maintenance agreements.

What Jobber users keep asking for

None of this is a secret inside Jobber's own community. The "Maintenance contract feature" request thread asks for exactly the missing object and has been open for years.¹ The same question shows up outside HVAC too: a Facebook group thread on how to manage annual irrigation maintenance plans in Jobber ranks on Google for this exact search, because lawn and irrigation shops hit the same wall with spring start-ups and fall blow-outs.⁶ Jobber's academy article on HVAC service contracts describes what an agreement should contain, then leaves the tracking to you.⁷

Every thread lands in the same place. Scheduling the visits is fine. The ledger, the renewal and the discount, the parts that make an agreement an agreement, are homework. (Wondering whether Housecall Pro's built-in module does this better? The head-to-head is Jobber vs Housecall Pro for maintenance plans.)

The autopilot option: keep Jobber, add the agreement layer

Deepsel is that missing object, running beside Jobber rather than instead of it. Connect with your Jobber login, and Deepsel reads your Jobber customers and matches before it creates anything, so nobody retypes a homeowner. From there the split is clean: Jobber keeps customers, quotes, dispatch and invoicing for repair work. Deepsel keeps the agreement.

• The ledger keeps itself. Each plan lives on the covered unit, with visits owed vs delivered updated when the tech closes the visit. The member sees the same ledger, which ends the "I paid for two and got one" call.
• Renewals get charged, not chased: card on file, monthly or annual, with notice to the member before the charge, retries and a card-updater check on failure, and a flag to your office if it still fails.
• The season runs itself. When the spring or fall window opens, every member with a visit owed gets a booking reminder with a self-serve link for their unit. The slot they pick is written into Jobber as a job, tagged so dispatch can see where it came from. Dispatch changes nothing about how they work.
• Expiring visits get flagged to you and the member before the plan year ends, instead of surfacing as a refund dispute after it.

Your recurring jobs stay if you want them for dispatch. What moves over is the part Jobber was never built to hold. Pricing is flat and published: Starter is $79/mo (or $66/mo billed annually) and Pro, which includes the Jobber customer and schedule sync plus booking-reminder texts, is $159/mo (or $133/mo billed annually; coming soon). Unlimited users, no percentage of your plan revenue. Details on the pricing page.

Frequently asked questions

Does Jobber have memberships or maintenance agreements?

No. Jobber has recurring jobs (a visit schedule), client tags, custom fields and recurring invoices, but no membership or agreement object that ties them together.¹ The accepted workaround is to build the plan from those four parts, as laid out above, and keep a spreadsheet for what they can't hold: visits owed vs delivered, discount entitlement, and per-unit equipment coverage.

How do I track maintenance agreements in Jobber?

Create a recurring job per member for the visit schedule, a client tag for the tier, a custom field for the renewal date, and set the job's invoicing schedule for billing. Then keep a spreadsheet beside Jobber for visits owed vs delivered, the repair discount, and which unit the plan covers. Or run an agreement layer such as Deepsel beside Jobber: it keeps the ledger, charges renewals, texts booking reminders, and writes each booked tune-up into Jobber as a job.

Can Jobber auto-renew service agreements?

Not as an agreement. A recurring job can run indefinitely, and on select plans Jobber's automatic payments will charge a saved card on the job's billing schedule.⁴ But the agreement's annual renewal, the price update, the new plan year, the reset visit count, is manual, because there is no agreement object to renew. Shops that renew by sending an invoice and chasing it convert 40-50%; card-on-file auto-renewal converts 80% or more.⁸

Which Jobber plan do I need for maintenance plans?

As of August 2026, every Jobber plan including Core (from $29/month billed annually) has recurring jobs and online booking, so the workaround runs on any plan.^{3, 5} Automatic payments require Jobber Payments and are available on select plans only.⁴ The full plan-by-plan breakdown, including what each tier costs with real team sizes, is on our Jobber pricing page.

What is included in a maintenance plan?

The usual residential HVAC plan is $150-300 a year (or $15-30 a month) for two tune-ups, AC in spring and heat in fall, plus a 10-15% repair discount, priority scheduling, and sometimes waived diagnostic fees. The agreement should name the exact equipment covered by model and serial, the billing frequency, auto-renewal language with an opt-out, and what happens to an unused visit at year end.

Are maintenance contracts worth it for a contractor?

Yes, when the visits get delivered and the renewals get collected. Plans fill the spring and fall shoulder seasons with pre-sold work, each visit produces repair and replacement leads, and the benchmark is about 250 agreements per $1 million of service revenue.¹⁰ The risk is operational: admin runs $10-15 per agreement per year by hand,¹¹ and every visit that never gets booked is a member who feels cheated at renewal time.

Sources

1. Jobber Community, "Maintenance contract feature" request thread. community.getjobber.com.
2. Jobber Help Center, "Create a Recurring Job" - recurring-job setup; "On select plans, recurring jobs will allow you to set up automatic payments using Jobber Payments." help.getjobber.com, retrieved August 31, 2026.
3. Jobber Help Center, "The Core Plan" - Requests & Online Booking listed on Core; jobs "with either a recurring or one-off schedule." help.getjobber.com, retrieved August 31, 2026.
4. Jobber Help Center, "Automatic Payments" - "Automatic payments are available to Jobber Payments users on select plans"; "Automatic payments are only available for recurring jobs." help.getjobber.com, updated July 8, 2026.
5. Jobber pricing page - plans starting at $29/month (annual prepaid; $49/month with no commitment). getjobber.com/pricing, retrieved August 31, 2026.
6. Facebook group thread, "How to manage annual irrigation maintenance plans in Jobber." facebook.com.
7. Jobber Academy, "HVAC Service Contract: How to Manage Them." getjobber.com/academy.
8. Smart Service, "How much should HVAC service agreements cost?" - "Monthly auto-pay or annual auto-renew with explicit opt-out language drives 80%+ renewal rates. Manual annual renewal processes drop to 40-50%." smartservice.com, retrieved June 2026.
9. Pipeline, "Contractor membership program" - "top operators clear 90-95% on monthly auto-billed plans vs 75-80% on annual renewals." pipelineon.com, June 2026.
10. FieldEdge, "HVAC service agreement programs" - target of 250 service agreements per $1 million in service revenue. fieldedge.com, November 2025.
11. Profitability Partners, "HVAC maintenance agreements profitability" - admin/billing overhead $10-15 per agreement per year. profitabilitypartners.io, June 2026.