Installs (one off job) vs Monthly Invoicing (reoccuring job)

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!