Customer with multiple locations
I recently got a large property owner to use my services exclusively at all their properties. The service address will change frequently but the billing address will stay the same for most jobs. I am sure someone out there has a similar situation, so I am wondering how hard that is to manage in Jobber? Especially if I am servicing multiple of these locations in a day.
it is best to look at client set ups from an accounting perspective. The client should be the person receiving the invoice and paying the bill.
I have set up clients one of three ways based on the needs of the clients. I always ask how they need their invoices to appear, the bigger the company, the harder it is to get paid when something isn't invoiced correctly.
1) All properties under one main client - Ideal if there are multiple properties and the customer pays for multiple jobs and properties on a single check or ACH payment. If you are syncing to QBO this will ensure that the clients balance is correct in both softwares and that invoices and payments are allocated to the right accounts. You can add property names, additional contacts, or custom fields to help you differentiate the properties from one another.2)The Property is the Client - Ideal if each property has its own operating line and budgets for expenses and all properties need to be invoiced separately to help the client manage their payables.
3)If you are billing several properties on a single invoice it can look a little ugly to a receiver if there is 50 visits completed at different properties. If the work is recurring like a weekly mowing service and they want it all on a single invoice, I will create a "billing only" job with a line for each property with the property address in the line description. Obviously this is not ideal for a few reasons but it meets the customers needs and gets you paid.
Hopefully this helps, feel free to respond if you have any questions or want to share a specific example :)
