Forum Discussion

vlang's avatar
vlang
Contributor 2
8 months ago
Solved

Invoice/Quote Scheduled Sending

Are there any ways to select a specific time and/or date for an invoice or quote to be sent?  I would love the ability to send invoices in the evening and weekends when I am not working in the field,...
invoicing
  • jade's avatar
    jade
    8 months ago

    Hey Vlang, thanks for the question. 

    In Jobber, you can set up automatic invoicing and payments if you have the client's card on file and if the job is recurring. For more information on this, check out this Help Center article. 

    If you do not wish to collect automatic payments, you can set up the job to remind you to invoice on a custom schedule. While this does not create the invoice, it will prompt you to invoice and give you the option to do batch invoicing so you can create multiple invoices in just a few clicks. To learn more about this feature, check out this article. 

    If you have any questions about the information I shared, please contact our Success Team 888-721-1115 ext 1 or email mailto:support@getjobber.com 

Randy_Warner's avatar
Randy_Warner
Contributor 4
7 months ago

I think this is a great idea, especially when you are notifying the client via text message and your don't want to disturb them. (I don't think that is a problem with email.)

I have an automation set up with my company that mimics a real person reaching out based on the day and time of day. For example, when a new lead comes in if it "during business hours" my automation engages within 15 minutes. If it is after hours it waits until the next day's business hours start as an example.

It sounds like something like this would work for you if Jobber had a setting that enabled you to "only send messages during business hours".

For now, maybe the process would be to add the quote, etc. to a list that a VA could handle sending the next day during a time that you want the notifications to go out.