Forum Discussion
I have a small crew. Actually have an office person to handle a lot for me in the system. Wondering how you handle adding trap checks/follow up visits. We currently schedule the initial visit as a one and done, then create visits off of that for any trap checks or animal removals. Which gets tricky with billing. My office person has set up a workaround for that and she handles majority of the invoicing.
I find so much use in calling Jobber Support and explaining to them everything you want. They can make no charge follow ups, deposit invoices, non invoiced follow up visits. It takes some work up front but the work flow gets so much easier if you put in a little time. I would schedule a call with the support team, your office administrator and yourself to go over what you are looking to do and they CAN help. They are great.