Forum Discussion

ParamountTurfCo's avatar
ParamountTurfCo
Contributor 2
4 months ago

Setting up rounds for lawn applications

Hello All,  Jim from Paramount Turf Company here.  I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025.  With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber.  Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it.  Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!

lawn care
route optimization
scheduling
  • JanineChambers's avatar
    JanineChambers
    Contributor 4
    2 months ago

    If you are pricing them as a prepaid package based on lot sizes you can set the job up as recurring with the duration set to the length of your season and  frequency set to the number of weeks you would like the applications spaced.  Set the billing to "as needed" and create and send the invoice pre-season or when the job is booked.

    If you plan to charge per application you can set the job up as recurring with the duration the length of your season and frequency to the number of weeks you want between each application.  Billing would be set to invoice "per visit" "after each visit is completed" 

    It is important to have cut offs for each application.  I like to set this with an event called "Application # cut off"

    If they are pre-paid I send an invoice for the number of applications the customer will receive.  If it is per application I will set the duration to the amount of time left in the season and the frequency for how often you want to go.  Jobber will calculate the number of visits, if that is the amount of applications you have time for, you don't need to worry about losing track of the number of visits.

    If you pre-schedule your visits, it is really important to "update future visits" on the job if you are falling behind on the schedule or dealing with weather delays.  Pushing out one of the applications won't automatically adjust upcoming visits unless you choose to update them. 

    • BenSimpson's avatar
      BenSimpson
      Contributor 2
      26 days ago

      I'm just getting started in jobber. your post has a lot of helpful info because I have been scratching my head on the best way to handle pre-payments.

      You mentioned "if" you pre-scheduling your visits. I'm wondering if there is another way? If we set the schedule to "as needed" how do you keep track of when someone is due for a treatment and figure out what other customers to schedule them on the same day? I'm not liking how Jobber almost forces you to have pre-set schedules and no real simply way to optimize routes based on jobs vs just at the customer level. 

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador
    4 months ago

    Hey Jim! Congrats on the new services offering!! I typically set them up as a recurring job if they are on a monthly PHC plan. Otherwise, it's all one-off jobs.  Glad you enjoyed working with the Jobber team -  they are truly the best!!! Let me know if you have any other questions!!!

    • ParamountTurfCo's avatar
      ParamountTurfCo
      Contributor 2
      3 months ago

      Thank you bedellmgmt

      I am in the early stages at setting up my foundation 5 step lawn program... I have the principles in place just need to select and price out my products. 

      So I am assuming you have a "lawn care package" for your clients, set to reoccurring and then once you do the first round it immediately cues up round 2?  With reoccurring I know you can set the weekly interval so it will work for my first 3 rounds but going into round 4 and round 5 they maybe be further apart then a set 2-4 week interval (basically not as critical as first 3 rounds timing). I also plan to set up reoccurring fungicide program but that seems to be easier because I will do that every 4 weeks starting in may.  

      Also when you have a client sign up later in the year (lets say I start them with round 3) do you set them up for your "lawn program" and then just skip first two services? 

      Thank you for letting me reach back out to you!