I am excited about multiple features including the AI and the new scheduling feature. We require prepaid invoices for most of our services and most of our jobs are anytime jobs. Can these features be set up for prepayment so we don't have to get a request, send a quote with 100% deposit, etc? We also can't use the reviews/referrals b/c our clients are currently getting review requests when they pay instead of when the job is closed. THanks
Hey Natures! Thanks for the question.
For Reviews, you'll be able to trigger the review request after a job is completed very soon! More details on that here.
For Referrals, there is no automated referral request at the moment so this shouldn't get in the way of you using Referrals! Though just to note, referral incentives are awarded to your existing customer when their referral pays their first invoice. Would you want more flexibility on when the incentive is awarded, as well?
Hi Natures, thanks for the question! We will be reposting your question under our Q&A board, so keep an eye out for that!
If you have any additional questions, we welcome you to create your own post by clicking 'Start a Discussion'.
Natures we're also super pumped about AI Receptionist, Hey Jobber and the new schedule!
I see Anna has answered the second part of your question about reviews & referrals. Here's the link to where we reposted and answered your question about prepayments: click here
