Forum Discussion

Kamgard's avatar
Kamgard
Contributor 2
30 days ago
Solved

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

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  • jade's avatar
    jade
    28 days ago

    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! 

5 Replies

  • krista's avatar
    krista
    Jobber Support Team
    17 days ago

    Hi Kamgard​ The cleanest way to handle this is to separate the deposit from the recurring billing, while still keeping everything tied back to the original quote.

    The best workflow is to create a first invoice from within the job that was made from the quote. That step is important because it gives the deposit somewhere to live on the job without needing to be applied to future invoices. That first invoice does not need to be sent to the client, it can simply exist for tracking.

    You can refund the deposit against that first invoice when you retrieve your equipment.

    Would this workflow work for you? 

  • Kamgard's avatar
    Kamgard
    Contributor 2
    21 days ago

    Awesome I was able to create the task but here is my next hurdle. We collect a deposit when we send the quote so when I convert a quote to a reoccuring job that deposit is caring over BUT we don't want to apply the deposit to future bills. We only refund a deposit when we retrieve our equipment. So it still seems like I have to create a one off job for install from the quote and then a monthly job for collecting monthly payment. Unless you know a way to remove the deposit from the job after I convert a quote??

  • jade's avatar
    jade
    Jobber Support Team
    25 days ago

    Hello! You should see the task option on the Jobber app by going to the + > task. 

    On Jobber online, you should be able to see Task by toggling the old version of the schedule (explore new schedule > turn the toggle off) then more actions > task. The new schedule is still a work in progress, so the task feature is not implemented on there just yet! 

  • Kamgard's avatar
    Kamgard
    Contributor 2
    26 days ago

    Hi Jade, thank you for the response. Unfortunately I don't see Task as an option for me. I have the Grow plan so its weird that I don't have that. Am I missing something?

  • jade's avatar
    jade
    Jobber Support Team
    28 days ago

    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!