Forum Discussion

GPEBix's avatar
GPEBix
Contributor 2
2 months ago

RECURRING VS ONE OFF

How do you set up T&M jobs without set dates or invoicing terms? 

One off with running total seems to fit best all things considered but recurring allows for directly taking employees notes and time recording and batch creating invoices. This said there are some drawbacks I can't find workarounds for.
Either method leaves me open for losing trips unless I create a seperate invoice for each visit ieb which I end up consolidating into one final invoice if you will.

I'm not a dog walker and feel as if the work flow was created for this type of service industry leaving me without a pollished system designed for the work I am performing.

Thanks in advance for any feedback

  • julie's avatar
    julie
    Jobber Community Team
    2 months ago

    Hey GPEBix! What billing cycle would you want to be billing your clients? (e.g. on a monthly basis)

    Keeping a reoccuring job going with visit repeats set to as needed shoulddd work well for this situation. You can edit each individual visit with recurring and have that reflect in the invoice better than if it was a one off job.