Forum Discussion

Mbtullos's avatar
Mbtullos
Contributor 2
2 days ago

How Do You Convert a Diagnostic Quote Into a Repair Job Without Creating Two Separate Jobs?

We service appliances.  We get a request through our website and then convert it to a job or we add it manually. Then we go out and diagnose them for a $95-$150 service call, depending on distance...
appliance repair
client communications
invoicing
quoting
MatthewFleury's avatar
MatthewFleury
New Member
11 hours ago

Your overall workflow makes sense, and I can see why you’re trying to keep the diagnostic and repair together rather than ending up with two separate jobs. The $95–$150 diagnostic charge seems like the key piece. Are you creating that first job specifically so you can invoice and collect the service-call fee after the diagnostic?

I wonder if Request → Assessment → Quote → Job could eliminate the need for two separate jobs, but I think how you’re handling that initial service-call charge would determine whether that workflow actually works for you.