Create a Recurring Job Updated September 08, 2025 17:59

Overview

There are two kinds of jobs in Jobber, one-off jobs and recurring jobs. Recurring jobs are used for:

• Jobs that have multiple visits with a repeating schedule. For example, you visit the client every Tuesday
• Jobs where you invoice your client on a schedule. For example, you bill once per month or after each visit.

How to create a recurring job

You can create a job from many places on Jobber.com, including:

• the Create button from the side navigation
• the More Actions button on the schedule
• the More Actions button on a client’s profile
• the New Job button on Home (or Dashboard for non-admin users).
• the Convert to Job button on an approved quote
• Select More Actions then select Convert to job on a request

Recurring jobs can also be created in the Jobber App. Learn more about Jobs in the Jobber App.

Select a client and add job details

When creating a new job, start by filling in the job title in the Title field. This typically the name of the type of work you'll be doing. This will be visible as the name of your job on on your schedule in Jobber.com as well as on the Jobber mobile app. The job title will not show to the client and is often used as a description of the job that you will be doing.

Next, select a client. This is the person or company that you are providing these services to. To add a client, start typing in the Select a client field then choose a client from the list, or click Create New Client if they are not yet a client in your Jobber account. If you are converting a request or a quote to a job, the job will automatically be for the same client as the request or quote. 

On the right of the job title and client name is the job details. This includes the job number and salesperson. To change the job number, click Change then enter a new job number. Job numbers count upwards from the highest job number currently in your account. If your current highest job number is #123, the next job you make will default to #124.

If you have any job level custom fields set up, they can be filled out while creating the job. To add a new custom field (that will appear as a field on all job), select the Add field button.

Set up your repeating schedule

To create a recurring job, make sure to select the Recurring Job tab under Job Type. 

Next, is setting up the schedule for this job. Since this is a recurring job, it will have a schedule with repeating visits. 

At the top of the schedule section, you’ll see a quick reference showing how many visits will be created for this recurring job. It also displays the date of the first and last visits along with the repeat schedule, so you can easily confirm the details before saving.

1. To set the schedule for the job, select a Start Date for the job. This is the day the contract begins. To help with your scheduling there is a preview of the current month's schedule. Select Show Calendar or Hide Calendar to view or remove the preview.
2. Select start and end times for your visits, or check the Anytime box. If no start and end time is entered, the visits for this job will be anytime visits. 
   Once the start date and times are filled out, if you are using arrival windows you'll see a section for Arrival windows appear with the duration that was set in your work settings.
   Learn more about arrival windows.
3. Click Assign to add team members who will be assigned to the visits for this job. If no users are selected, the visits will be unassigned and can be assigned later. Learn How to Remind your Team about their Assignments.
4. Click the Job forms heading to add job forms to this job. Job forms attached at the job level will add job forms to all the visits for this job. Job forms are customizable checklists and forms that can be attached to jobs so your team can fill them out in the field. Job forms are a good way of collecting information while on a visit and standardizing the way information is entered when different employees are filling out the forms. 
5. Select if the job Repeats. This is how often you'll be going out to visit the client as part of this job. 
   • Visits can repeat weekly, biweekly, monthly, or on a custom schedule. The custom schedule gives you flexibility to schedule weekly, monthly, or annually. You can also select multiple days. For example, you could use the custom schedule to schedule weekly visits on Mondays and Wednesday. Or you could use it to set monthly visits on the 1st and 3rd Fridays of the month.
   • The “As Needed We Won’t Prompt You” option is for if you don’t want to schedule visits on this job right now. If you select this Jobber will make no visits, and the visits can be made later.
   • Enter when this job ends, you can select either:
     • Ends after: This job will automatically end after a select amount of time, for example, 6 months.
     • Ends on: This is the exact date the job will end. For example, January 4, 2027.
   • The Instructions field is where you can add directions for your team for this job. This field is internal so your client won't see the instruction, but they'll carry forward onto all visits for this job so that your team knows what to do when they get there. Instructions for a particular visit can be edited from the schedule. Editing the instructions on the visit changes the instructions for that particular visit only.

Set up your invoicing schedule

Next is setting up the invoicing schedule for this job.

Along the top of the Invoicing & automatic payments section, you'll see the total number of invoices that will be generated as part of this job, and well as the dates of the first and last invoices from this work.

Since this is a job with a repeating schedule, you will have options to invoice this job multiple times according to a schedule. Recurring jobs can be invoiced:

• per visit where the client will be charged for each visit. For example, this would be used if you charge the client $50 per visit, or
• as a fixed price job where they are invoiced a set price per invoicing period. For example, this would be used if you charge the client $150 per month no matter how many times you visit them.

Once you've selected how you want to invoice, select how frequently you want to invoice from the When do you want to invoice dropdown:

• Monthly on the last day of the month: On the last day of the month, an invoice reminder will be created for the job, and this job will go into "requires invoicing" status.
• After each visit is completed: After a visit is marked complete, an invoice reminder will be created for the job, and Jobber will prompt you to invoice.
• As needed-no reminders: Jobber won't prompt you to invoice for this job and it won't go into "requires invoicing" status. This is used if you are not invoicing for this job, or if you are invoicing for it in another system.
• One the job is closed: When the entire job is closed, an invoice reminder will be created for the job, and Jobber will prompt you to invoice. For recurring jobs, this will typically be after you've already had many visits since that will be the point at which you're closing the job. 
• Custom schedule: You can select a custom schedule for when the invoice reminders will be generated. For example, I want to be reminded to invoice for this job on the 14th and the 28th of each month.

Automatic payments for recurring jobs

On select plans, recurring jobs will allow you to set up automatic payments using Jobber Payments since recurring jobs typically will have recurring payments. To enable automatic payments, toggle the automatic payment switch to ON, however the client will need to have a stored card on file to use automatic payments. Invoices will be created automatically based on the invoicing schedule and the client's credit card will automatically be run.

Add the Products / Services you're offering

Next add the products and service you're offering on this job as line items. To add a new line item, from the product / service section, click the button for New line item.

Note: A job can support up to 100 line items.

Line items can be selected from your products and services list, or added as a custom line item for this job.

For each line item, enter a:

• Name: The name of the product or service. 
• Description: A description of the product or service. 
• Quantity: How many of this item you're offering.
• Unit cost ($): The expenses you incur to provide a product or service. This option is available on select plans as part of our markup functionality. Learn more about our current pricing. 
• Unit price ($): The amount you charge customers for a  product or service.
• Total: This is calculated automatically based on the quantity and unit price for this item.

The total of the line items will create the subtotal, then the property's tax rate will be added to create a total for this job. When a quote with a required deposit is converted to a job, the deposit information will be visible when creating or editing the job. The deposit information does not appear on the saved job, only the create or edit screen.

Custom visits, or visits with different pricing or services

Since visits are automatically created with the same line items as on the job, there may be times when you want to charge for something different on one or more of the visits for the job. Maybe it's a one-time service you're performing or maybe you needed some additional products. To do this you would use custom visit line items. This allows you to add a different line item to a specific visit for a job.

To add a custom line item to a visit, navigate to the visit. This can be done once the job is created from:

• the schedule: From the side navigation menu, click Schedule. From your favorite view of the schedule, click the visit. From the visit details pop-up, click Edit.
• the job: Navigate to the job and scroll down to the Visits section. Click the visit date you'd like to customize. From the pop-up click More Actions > Edit.

From the edit screen of the visit, there is a section showing the line items and their quantities. To update the quantity, you can type the new number in the QTY field. To remove a line item, click the red trash can icon. If on this visit, you'll be adding an extra service or charging for an additional product, click + to add the line item to this visit only.

After you save, since the visit is now different than the job (which you can think of like the overall work contract), on the job you will see a list of the visits that vary from what appears on the job located under the line item name.  To see the details of the changed quantities, navigate to the visits section and open the visit for the listed date(s). 

When an invoice is made, the custom visit line items will only transfer for the visit dates they have been put on.

Note: If a custom visit line item is used on a fixed-rate billing job, then it will not transfer to the invoice. This is because fixed-rate billing jobs are not invoiced based on the visits.

Add internal notes and attachments for your team

You can also add notes, photos, or attachments for your team to see in the Internal notes & attachments section. Clients cannot see these notes. Click the notes section to open up the field to type a note. Attachments can be dragged right into this section.

Learn more about internal notes and attachments. 

Save the job

Lastly, make sure you save the job! When creating a new job, there are two save buttons:

• Save job will save this job and then take you of of the edit screen, back to the top of the job so you can look over the changes you have made.
• Save and... has a menu with options to save the job as well as another action, all in one click. 
  • Email booking confirmation sends a booking confirmation to the client via email.
  • Text booking confirmation sends a booking confirmation to the client via text message.