Jobber maintenance plans and memberships: what Jobber has, the workaround, and what it can't do

Published August 31, 2026 · Updated September 24, 2026 · Jobber prices, help articles and community threads re-checked September 24, 2026

• I checked every Jobber price, feature and quote on this page against getjobber.com, help.getjobber.com or the thread it came from on September 24, 2026. Sources are at the bottom.
• Deepsel is our product and runs beside Jobber, it shows up in one labeled section. Nothing here is a pitch to switch platforms.

Jobber has no maintenance plan, membership or service agreement object. The closest thing is a recurring job. It's a visit schedule that repeats, with its own invoice schedule, and it's on every plan from Core up ($29/month billed annually, $49 month-to-month).^{5, 6} Charging a saved card on that schedule and keeping a renewal date in a custom field start at Connect ($99/month billed annually, $139 month-to-month).^{5, 7} Jobber's own answer, from its staff in the community in February 2025, is one recurring job per member with automatic payments, and a second recurring job if you bill on a different frequency than you visit.²

Jobber is a good field-service platform, if you're on it, stay on it. This page is for the shop that sells two-visit plans and has to run them somewhere. Still picking software? Start with the comparison by shop size, and if it's Jobber against Housecall Pro's built-in Service Plans, use the head-to-head.

What each Jobber plan gives you for maintenance plans

Jobber sells four plans and its pricing page has a feature comparison table. Here are the rows that matter for a plan program, as they read on September 24, 2026:⁵

Core, Connect and Grow include one user, Plus includes five, extra users are $29/month each. New customers get a promo until September 30, 2026 with lower first-year prices (Core at $21/month for twelve months, then $29).⁵ The full breakdown by team size, add-ons and card fees is on our Jobber pricing page. The last row is the whole point. No tier holds the plan, the covered equipment, visits owed against visits delivered, the discount and the renewal in one record.

What Jobber says to do

In February 2025 a user asked the community who had "a client maintenance plan that is set up in Jobber for annual or monthly reoccurring fees," and a Jobber staff member gave the accepted answer: "We would recommend setting this up as a recurring job with automatic payments. In order to collect automatic payments, you will need to have the clients card saved on file... If you plan on collecting payments at a different frequency than you do the maintenance visits, you may need to set up two recurring jobs for this."² Jobber's academy article on HVAC service contracts says the same thing in fewer words, "Create a recurring job and choose how often your maintenance visits happen," and Jobber "will automatically charge them when the time is right."¹⁵ The two videos Google shows first for this search (a Jobber consultant's 2024 walkthrough and an HVAC contractor's 2023 setup) build the plan from the same recurring job.¹⁸ That's the whole official method. Here it is with the parts they skip.

The workaround, step by step

Step 1: one recurring job per member, repeating "as needed"

Create a recurring job on the member's property. Repeat options are weekly, biweekly, monthly or a custom schedule (weekly, monthly or annually), there is no "twice a year" option, so pick "As Needed We Won't Prompt You," which creates no visits until you add them.⁸ Jobber documents this setup for "any industry that delivers services as needed as part of a contract (such as irrigation startups, seasonal maintenance)" and says to make the duration "longer than you think it might need to be."¹⁰ Start date is the plan start, end date is the plan end, line items are the tune-ups, billing is fixed price.

Where it leaks: a recurring job counts nothing. The recurring jobs report (select plans only) shows "Completed visits" per job, never visits owed,¹² so a spring visit that gets bumped in a no-cool week disappears, and nothing tells you in October that a prepaid visit never happened.

Step 2: billing, and a second job when the schedule differs

Set the job's invoicing schedule (monthly on the last day, after each visit, once the job closes, or custom dates). On Connect and up, turn on automatic payments and Jobber charges the saved card or bank account on that schedule, invoices go out at 9pm your time on the scheduled day.^{8, 9} Automatic payments only exist on recurring jobs, and "As needed, no reminders" switches them off,⁹ so a flat annual fee usually needs a second recurring job for the charge alone. A Jobber user landed on the same thing in February 2026: "there is no way to do an automatic reoccurring payment without connecting it with a visit. So we basically have to set up two reoccurring jobs, one for the actual visits to complete the work, and one just for the annual payment to come out."³ On Core, Jobber creates the invoice reminders and the office sends and chases each one.

Where it leaks: the charge is attempted once. When a card fails, "admin users will be notified by email and as well as with an activity feed notification," the invoice shows a banner, and "Jobber won't try to charge the client again."⁹ No retry, no message to the member. The charge also hangs off the job, there's no agreement underneath it. The job has an end date, the Home page lists it under "Jobs ending within 30 days" so you can "see if the client would like to renew,"¹³ and the renewal itself (new price, new plan year, reset visit count) is a rebuild by hand. Shops that renew by asking for money convert 40-50% of members, card-on-file auto-renewal with notice converts 80% or more, and top operators on monthly auto-billing clear 90-95%.^{20, 21} That swing is the biggest number in the whole program.

Step 3: a client tag for the tier

Tag each member Bronze, Silver or Gold. Tags come with every plan and filter the client list,¹⁴ and Jobber suggests them for "service type, contract tier, or specific equipment needed."¹⁰ An irrigation contractor in a Jobber users' group said it plainly in March 2026: "Tag each customer with the plan they paid for."¹⁶

Where it leaks: a tag does nothing on its own. The 10-15% member discount won't apply itself to a quote or an invoice, whoever writes the ticket has to notice the tag and do the math, including on the 7pm emergency call.

Step 4: a custom field for the renewal date

On Connect and up, add a client custom field for the agreement anniversary and fill it in at signup. Custom fields show up as report columns, so you can pull a renewal list each month.¹⁴ Core has no custom fields,⁵ so there the date goes in a tag ("Renews-Mar") or the client notes.

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

Step 5: each season, bulk-create the visits, then book them

From any calendar view click More, then Create New Visits. Filter by tag, by line item, or by jobs with no incomplete visit before a date, select all, set a start date and team, and click "Let's create some visits" (up to 100 jobs per batch).¹⁰ Now every member who is due has an unscheduled visit on the board. The office calls or texts each one and drags the visit onto a real slot, and on Connect and up automated appointment reminders confirm it.⁷ Most shops miss this step, it turns a member-by-member spring into a ten-minute batch.

Where it leaks: the member can't book against the plan. Online booking is on every plan, but a job booking "schedules a one-off job on your calendar,"¹¹ it doesn't create a visit on the recurring job, and nothing in Jobber finds every member owed a spring visit and sends them the link. The user who raised this in February 2026 wanted "a way to get notified when a reoccurring job visit is coming up, instead of just relying on the schedule."³

What still needs a spreadsheet

After all five steps, three things still live nowhere in Jobber: the visits-owed ledger, who gets the discount, and which unit the plan covers. There's no equipment object, so model, serial and filter sizes sit in notes or custom fields per client, not per system; an HVAC equipment list keeps them per unit. Most shops keep a sheet beside Jobber and update both after every visit. If that's you, grab our free tracking spreadsheet, the columns and the two formulas that matter are explained in how to track HVAC maintenance agreements.

What Jobber users have asked for

The gap is written up in Jobber's own community. On February 26, 2025 an HVAC contractor posted "Maintenance contract feature": "since the beginning of joining Jobber I have inquired about this feature and have seen it posted by many other Jobber customers they would really like to have it... The current set up for maintenance contracts makes it super unorganized." First reply: "This is the only feature I want implemented. It's brutal to do anything with maintenance contracts within jobber." A Jobber staff member passed both to a Director of Product Management the same day. The thread got six replies, the last one from May 30, 2025 asking for "equipment inventories, and tasking," and as of September 24, 2026 nothing has shipped.¹ A landscaping company opened a parallel thread on March 2, 2025 (customers on "a 12-month Maintenance Contract with Level Billing," setup "extremely time-consuming") and got the same referral.⁴

A year later the question was still open. On February 15, 2026 a Verified Community Coach asked "How Are You Doing Service Agreements in Jobber?": "It's a little chunky doing the re-occurring job thing." The replies were the two-job workaround above, "Try using Stripe and Zapier," and "third party solutions are likely the only option we have."³ Outside the community, an irrigation contractor wrote in March 2026 that he "really liked the demo from jobber except for this exact issue" and picked another platform over it.¹⁶ Reddit says the same. An HVAC owner recommending Jobber in August 2023 said "I don't believe Jobber has a section for signing up people for maintenance plans. However you can get around it by making their maintenance a 'recurring visit,'" an r/ProHVACR reply in May 2025 said Jobber "doesn't have maintenance contracts or equipment tracking," and a window cleaner in May 2026 concluded "The closest thing they seem to have is recurring jobs."¹⁷ Every thread lands in the same place. Scheduling the visits is fine, the rest (the ledger, the renewal, the discount) is homework.

Keep Jobber, add the agreement layer

This is the section with our product in it, so take it with a grain of salt. Deepsel is the missing object and it runs beside Jobber, not instead of it. Jobber keeps customers, quotes, dispatch and invoicing for repair work. Deepsel keeps the agreement: plan, tier, price, the covered equipment (nameplate photo from the tech's phone), the card on file, and visits owed against visits delivered per unit. It is not an FSM, it won't quote a job or dispatch a truck.

• Starter ($79/mo, or $66/mo billed annually) runs from an import. Upload a Jobber client export or the spreadsheet you run today, nobody retypes a homeowner. Each season Deepsel emails every member who is due, the reminder carries your Jobber online-booking link or your office number, and your office creates the job in Jobber as usual.
• Pro ($159/mo, or $133/mo billed annually; coming soon) syncs through Jobber's public GraphQL API.²³ Clients come from Jobber, so there's no second address book. Reminders go out by text and email with a self-serve booking link for the member's unit. When they pick a slot, Deepsel re-checks your Jobber calendar for conflicts and writes the visit into Jobber as a normal job, tagged so dispatch can see where it came from. A reconciliation digest shows what Deepsel wrote and what changed on the Jobber side. One quirk: Jobber stamps the connected app's name as the client's Lead Source.
• Billing happens in Deepsel on either plan. Renewals charge the card on file, monthly or annual, the member gets notice before the charge, a failed charge gets retries and a card-updater check, and your office gets a flag if it still fails. Expiring visits get flagged to you and the member before the plan year ends, instead of turning up as a refund dispute after it.

Unlimited users, 14-day trial, no card. At $10-15 per agreement per year in office admin time,²² a 150-agreement book spends $1,500-2,250 a year running the manual version, Starter costs $948. Two other add-ons show up on this search: Service Plan Pro, which as of September 2026 connects to Jobber by CSV export and import only, and Abacus, which is in free beta.¹⁹ Plans are on the pricing page, and the whole category is ranked in best HVAC maintenance agreement software.

Frequently asked questions

Does Jobber have maintenance plans or memberships?

No. Jobber has recurring jobs (a repeating visit and invoice schedule), client tags, and on Connect and up custom fields and automatic payments, but nothing that ties them together into a membership, maintenance plan or service agreement. Someone posted a request titled "Maintenance contract feature" in Jobber's community on February 26, 2025, Jobber staff passed it to a product director the same day, and as of September 24, 2026 nothing has shipped.

What is the closest thing to a maintenance plan in Jobber?

A recurring job. Jobber staff answered this in the community on February 4, 2025: set the plan up as a recurring job with automatic payments and the client's card saved on file, and use two recurring jobs if you bill on a different frequency than you visit, one for the visits and one for the charge. For seasonal tune-ups, set the job to repeat as needed and use the Create New Visits tool each spring and fall to make the visits in bulk.

Which Jobber plan do I need for maintenance plans?

Recurring jobs, client tags and online booking come with every plan, including Core at $29 a month billed annually or $49 month-to-month. Automatic payments (charging a saved card on the job's schedule) and custom fields (where the renewal date goes) start at Connect, $99 a month billed annually or $139 month-to-month, per Jobber's pricing comparison table on September 24, 2026. So the full workaround needs Connect. On Core you can schedule the visits, but the office sends every invoice by hand.

What are the different Jobber plans?

Four: Core ($29 a month billed annually, $49 month-to-month, 1 user), Connect ($99 or $139), Grow ($149 or $199) and Plus ($399 or $499, 5 users included). Extra users are $29 a month each. New customers get a promo until September 30, 2026 with lower first-year prices. None of the four has a membership or maintenance plan feature, the full breakdown by team size is on our Jobber pricing page.

Can Jobber auto-renew a service agreement?

Not as an agreement. A recurring job with automatic payments (Connect and up) charges the saved card on the job's invoice schedule, and the charge is attempted once: if the card fails, admins get an email and an activity-feed notice, the invoice shows a banner, and Jobber doesn't retry or message the client. The plan year itself doesn't renew. A recurring job has an end date, Jobber's Home page flags it 30 days out, and the new price, the new plan year and the reset visit count are rebuilt by hand. Shops that renew by sending an invoice and chasing it convert 40-50%, card-on-file auto-renewal with notice converts 80% or more.

Can members book their own tune-up in Jobber?

Not against the plan. Online booking is on every Jobber plan, but a job booking creates a one-off job on your calendar, not a visit on the member's recurring job, and nothing in Jobber finds every member who is owed a spring visit and sends them the link. The office builds that list by hand each season, or an agreement layer beside Jobber sends it and writes the booked visit into Jobber as a job.

Does Jobber track equipment per property?

Properties, yes: a client can have several addresses, each with its own job history. Equipment, no. There's no unit record, so model, serial and filter sizes live in custom fields or notes, and nothing connects a specific condenser to the visits it's owed. Jobber users asked for equipment inventories and per-unit tasking in the maintenance contract thread in May 2025.

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 covered equipment by model and serial, the billing frequency, auto-renewal language with an opt-out, and what happens to an unused visit at year end. In Jobber the tune-ups fit a recurring job. The discount, the visit count and the covered equipment have nowhere to live.

Sources

1. Jobber Community, "Maintenance contract feature," posted February 26, 2025 by DonnieHeating; reply the same day by pinnacle ("It's brutal to do anything with maintenance contracts within jobber"); Jobber staff (megan) reply the same day passing the request to a Director of Product Management; last reply May 30, 2025; six replies, seven upvotes, no status. community.getjobber.com, retrieved September 24, 2026.
2. Jobber Community, "Who has a client maintenance plan set up?," posted February 1, 2025; accepted answer by Jobber staff (jade), February 4, 2025: "We would recommend setting this up as a recurring job with automatic payments... you may need to set up two recurring jobs for this." community.getjobber.com, retrieved September 24, 2026.
3. Jobber Community, "How Are You Doing Service Agreements in Jobber?," posted February 15, 2026 by a Verified Community Coach; replies February 16-17, 2026 (two recurring jobs; "Try using Stripe and Zapier"; "third party solutions are likely the only option we have"). community.getjobber.com, retrieved September 24, 2026.
4. Jobber Community, "Maintenance Programs | Service Packages," posted March 2, 2025; Jobber staff reply March 3, 2025 with the same product-management referral. community.getjobber.com, retrieved September 24, 2026.
5. Jobber pricing page: Core $49/mo month-to-month, $39/mo on a one-year commitment billed monthly, $29/mo billed annually; Connect $139 / $119 / $99; Grow $199 / $169 / $149; Plus (5 users) $499 / $439 / $399; "Add users for $29/mo each"; "Save up to 40%. Offer ends September 30th," new customers only, e.g. Core "$21/mo for 12 months, then $29/mo"; feature comparison table rows Online booking, Client hub, Requests, Client manager (all plans), Automatic payments, Custom fields, Automated client notifications, Checklists ("Not Available with Core"; available with Connect, Grow, Plus). getjobber.com/pricing, retrieved September 24, 2026.
6. Jobber Help Center, "The Core Plan" (updated August 13, 2026): one user, "an unlimited number of quotes, jobs, and invoices"; "Set up a job with either a recurring or one-off schedule"; "book directly into your calendar with online booking." help.getjobber.com, retrieved September 24, 2026.
7. Jobber Help Center, "The Connect Plan" (updated August 13, 2026): "Automatic Payments is available on the Connect plan where clients can save a card on file that can be charged automatically"; automated appointment reminders; custom fields. help.getjobber.com, retrieved September 24, 2026.
8. Jobber Help Center, "Create a Recurring Job" (updated April 15, 2026): repeats "weekly, biweekly, monthly, or on a custom schedule" (custom: "weekly, monthly, or annually"); "As Needed We Won't Prompt You"; Ends after / Ends on; per-visit vs fixed-price billing and the invoicing schedules; "On select plans, recurring jobs will allow you to set up automatic payments using Jobber Payments." help.getjobber.com, retrieved September 24, 2026.
9. Jobber Help Center, "Automatic Payments" (updated July 8, 2026): "available to Jobber Payments users on select plans"; "only available for recurring jobs"; card or bank payment (ACH); invoices sent at 9pm in your timezone; "As needed - no reminders" disables automatic payments; on failure "admin users will be notified by email and as well as with an activity feed notification. The invoice will also show a banner"; "Jobber won't try to charge the client again. Automatic payments are only attempted once." help.getjobber.com, retrieved September 24, 2026.
10. Jobber Help Center, "Create New Visits for Existing Recurring Jobs (Snow Removal Workflow) | New Schedule" (updated July 15, 2026): "useful for any industry that delivers services as needed as part of a contract (such as irrigation startups, seasonal maintenance)"; "As needed - we won't prompt you"; "make the duration longer than you think it might need to be"; tags for "service type, contract tier, or specific equipment needed"; More, then Create New Visits; filters; 500 jobs shown, 100 per batch; "Let's create some visits." help.getjobber.com, retrieved September 24, 2026.
11. Jobber Help Center, "Online Booking" (updated July 8, 2026): a job booking "automatically converts the request and schedules a one-off job on your calendar." help.getjobber.com, retrieved September 24, 2026.
12. Jobber Help Center, "Recurring Jobs Report" (updated July 25, 2025): "Reports are available on select plans"; columns including Completed visits, Schedule end date and custom fields; Export to CSV. help.getjobber.com, retrieved September 24, 2026.
13. Jobber Help Center, "Home" (updated February 5, 2026): "Jobs ending within 30 days: These are your recurring jobs that have an end date coming up within the next 30 days. These may be jobs to review to see if the client would like to renew their service or extend the work." help.getjobber.com, retrieved September 24, 2026.
14. Jobber Help Center, "Custom Fields" (updated March 30, 2026): "Custom fields are available on select plans"; on clients, properties, quotes, jobs, invoices and team; shown as report columns. "Tags" (updated May 26, 2026): "Tags can be used as a filter for your clients list." help.getjobber.com/custom-fields, help.getjobber.com/tags, retrieved September 24, 2026.
15. Jobber Academy, "HVAC Service Contract: How to Manage Them" (updated December 13, 2024): "Create a recurring job and choose how often your maintenance visits happen"; "Jobber will automatically charge them when the time is right." getjobber.com/academy, retrieved September 24, 2026.
16. Facebook group thread, "How to manage annual irrigation maintenance plans in Jobber?," March 6, 2026: "Tag each customer with the plan they paid for"; "I really liked the demo from jobber except for this exact issue. I end up going with field central." facebook.com, retrieved September 24, 2026.
17. Reddit: r/HVAC, August 14, 2023, "I don't believe Jobber has a section for signing up people for maintenance plans. However you can get around it by making their maintenance a 'recurring visit.'" reddit.com; r/ProHVACR, May 8, 2025, "Jobber can work as well but it doesn't have maintenance contracts or equipment tracking." reddit.com; r/WindowCleaning, May 19, 2026, "The closest thing they seem to have is recurring jobs." reddit.com. All re-read September 24, 2026.
18. YouTube: Janine Chambers, "Jobber How To - How To Set Up Subscription Services and Maintenance Plans In Jobber," July 11, 2024. youtube.com; Adrian Garcia (Reliable HVACR), "How we set up & execute maintenance agreements on Jobber," March 10, 2023, chapters "creating recurring job or maintenance" and "creating the invoice after finishing maintenance." youtube.com. Retrieved September 24, 2026.
19. Service Plan Pro, "Maintenance plans for Jobber users": on a Jobber integration, "Not yet. Today the connection is a CSV: export clients from Jobber, import them here, and bulk-enrol." serviceplanpro.co; Abacus, "Maintenance plans and memberships in Jobber": "Free during the beta period." abacuswork.com. Both retrieved September 24, 2026.
20. 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.
21. Pipeline, "Contractor membership program" - "top operators clear 90-95% on monthly auto-billed plans vs 75-80% on annual renewals." pipelineon.com, June 2026.
22. Profitability Partners, "HVAC maintenance agreements profitability" - admin/billing overhead $10-15 per agreement per year. profitabilitypartners.io, June 2026.
23. Jobber Developer Center: "Jobber's API is GraphQL over HTTPS"; OAuth 2.0 authorization; "No review process required unless connecting to more than 5 paying Jobber accounts." developer.getjobber.com, retrieved September 24, 2026.