Jobber

Agreement Ledger


A read-only ledger of service agreements in Jobber: plan, visits used vs included, visits owed, pace, and renewal — not a recurring-jobs scheduler.

Jobber app. Pro is $15 a month on Gumroad.

Agreement Ledger board with sample service agreements: client, plan, used of included visits, visits owed, pace, and renewal

Agreement Ledger is for companies that sell plans with a set number of included visits — seasonal lawn, irrigation checks, pest programs, and similar — and need one place in Jobber to see what has been used, what is still owed, whether use is on pace, and when each agreement renews. It reads the Jobber account you connect. It does not create jobs, schedule visits, edit a visit calendar, take payment, or replace Jobber's recurring jobs.

What you get

  • One row per agreement: client, plan name, used / included visits, visits still owed, pace, and renewal date.
  • Built for service agreements and plans with included visits — not a day planner and not a visit scheduler.
  • Separate from Jobber recurring jobs. The ledger never creates jobs, never books visits, and never rewrites a schedule.
  • Lite shows the board for the first 15 members. Pro adds the full board and a weekly email digest ($15/mo on Gumroad).
  • Plans come from Jobber client custom fields (Plan Name, Plan Visits, Plan Renewal, optional Plan Start) or a short list you enter in the app.
  • Read-only against Jobber. Zecro does not keep a separate database of your agreements or clients.

What it does

Each row is one agreement. Used / Included is how many completed visits sit inside the current term against what the plan includes. Owed is the visits still left on that plan. Pace shows whether use is on pace or behind for where you are in the term. Renews is the next renewal date, with days remaining.

The summary above the board counts members, renewals in the next 30 and 31–60 days, agreements behind pace, and total visits still owed — so the office can open renewals and unused visits without a second spreadsheet.

Recurring jobs are Jobber's way of repeating visits. This ledger does not create those jobs, does not schedule the visits, and does not edit that schedule. You review the agreement here. Jobber remains where the work is booked.

Who it is for

Field-service companies that sell work as a plan with included visits — seasonal cycles, numbered visit bundles, yearly anniversary plans — and need a ledger of use, pace, and renewal next to the Jobber account they already run.

It is not a route builder, not a day sheet, and not a substitute for Jobber's schedule or recurring jobs. If the question is which round a property is on, see Rounds Tracker. If the question is holding a stop order, see Route Lock. Agreement Ledger answers what is left on this plan, whether use is on pace, and when it renews.

Lite and Pro

Lite is free with the Jobber install. The board shows the first 15 agreement members, and you can preview the weekly digest in the app.

Pro unlocks the full board and the weekly email digest sent to the address you choose. Pro is $15 a month on Gumroad, which is the seller of record. Activate with a Gumroad license key in the app. The Buy Pro button on this page opens that checkout.

How it sits in Jobber

Install into the Jobber account you already use. Add client custom fields named Plan Name, Plan Visits, and Plan Renewal (YYYY-MM-DD), and optionally Plan Start for term start or yearly anniversary plans — or enter plans in the app as one line per agreement.

The app reads clients, those custom fields, and completed visits it needs for the ledger. Clients, properties, jobs, invoices, and the visit schedule stay in Jobber. Nothing in Jobber is created, changed, or deleted by this app.

Zecro does not keep a separate copy of those records, and this site does not receive them. Uninstalling removes the app's access. The records remain yours, in Jobber.

Pricing

The Jobber install and Lite board are free. Pro is optional at $15 a month, sold on Gumroad (seller of record). There is no Zecro checkout on this site.

A Pro purchase is for Agreement Ledger only. It is not a Jobber plan, and it is not a subscription to other Zecro apps.

Addresses for the Jobber listing

Use these URLs on the marketplace submission. They are on zecro.io.