Installs (one off job) vs Monthly Invoicing (reoccuring job)
Hi All,
We are a equipment rental company and adopted Jobber a couple of months ago. Our work flow has been sales guy creates quote for equipment rental which requires a deposit. Once the quote is signed and paid, we create a one off job for the install of our equipment. After the install is complete, we create a completely different reoccurring job for charging the client via jobber payments a monthly fee for service.
This seems so clunky. It would easier if we could add a reoccurring invoice that is tied to the original job or edit a one off job to a reoccurring job. The installer rarely needs to go back out to the job once installed.
Does anyone have a work around out side the one we are currently using? I'm considering going to another payment platform but it would be so much easier to keep everything in jobber.
Any advice or suggestions are welcome. Thank you
Hey there! Thank you so much for bringing this to the community.
I have two workarounds that I think will be useful for you here. The first includes using Requests and on-site assessments.
Prior to the Quote, you can add the client's info in a request form, and fill it out, and then schedule an assessment. Once the quote is sent out and approved, you can reschedule that assessment and use it as the first install visit.
Another workaround that may be better suited for your current workflow is to add a task, and attach it to the client, you can use the calendar task in place of the first install visit. Then, create the recurring job as you normally would for the billing.
Requests and assessments will show up in your reports, but Tasks do not.
To find the best solution for you, I recommend giving our Success Team a call 888-721-1115 ext 1!
