Forum Discussion

BlueSkies's avatar
BlueSkies
Contributor 4
8 days ago

One off multi visit jobs

Ok so i have 2 services that work like this. Basically its 2 seperate visits. We are not doing the same thing each visit, they are all a part of the job. (aeration and overseeding followed by a 6 week follow up...christmas light install and takedown.)

For both of these, the majority (~90% of the price) is in the 1st visit. I have been billing everything out after the 1st visit. Then create the next visit. Not sure if im explaining this right, but basically i want to create the 2 visit for the one off job, but bill the total amount for the 1st visit. Is that possible?

And im probably just missing it and its right there, but  have about 60 of the aerations and over 150 of the christmas lights coming up and trying to get this figured out

 

3 Replies

  • hellench's avatar
    hellench
    Contributor 2
    5 days ago

    Yes, that setup should work create one job with two visits, then invoice the full amount after the first visit.

    For example:

    Visit 1: Aeration + overseeding → 100% invoice

    Visit 2: 6-week follow-up → no additional charge

    Same approach for Christmas light installation/takedown.

     

  • travisshepherd's avatar
    travisshepherd
    Verified Community Coach
    6 days ago

    We do this all the time for our multi-step service setups. Just create the job with multiple visits scheduled out, but set your invoicing method to manual.

    ​After the first main visit is completed, generate and send the full invoice for the entire job right then. The second visit will stay active on your schedule for the six-week checkup or takedown without generating a double invoice or messing up your billing.

    ​Another clean way to handle it is putting both line items on the job, putting the full price on the first visit line item, and marking the second visit line item as $0. That way the customer sees both services clearly on the work order, but the full bill drops on visit one.

  • Servicehomepro's avatar
    Servicehomepro
    Contributor 2
    8 days ago

    Yes, this is possible! It's called Progress Invoicing in Jobber. When you're setting up the job or at the quote stage before it, look for the Billing section and select "Split into multiple invoices with a payment schedule." From there you can set up a Payment Schedule using either a percentage or fixed dollar amount for each invoice, so you could set it to bill 90% after visit 1 and the remaining 10% after visit 2, tied to actual visit completion.

    You'll then create the job as a one-off job with both visits (aeration + 6-week follow-up, or install + takedown), and the payment schedule carries through automatically as each visit gets marked complete. With the volume you're running, 60 aerations and 150+ Christmas light jobs, setting this up once as a template should save you from manually recreating that split every time.

    Worth double-checking in your account (Gear icon to Account and Billing) that your plan includes it, should be on all plans, but good to confirm. Let me know if  you ever get stuck on the template side.