Irrigation Field & Billing Workflow help!
Hello! We just hired an irrigation tech to support our commercial and residential VIP Clients. We offer a free monthly wet-check as part of that service. The issue we're having is the workflow on billing. We typically don't send a quote if the repairs are less than $500, and this is where we're looking for a clearer workflow. We'd like to send a quote to cover ourselves so I'm looking for best practice or a better way to do our workflow. Here's the current workflow Tech conducts wetchecks and completes any minor repairs. Tech marks visit complete, needs invoicing is triggered. Account manager reviews notes, job form, and issues the invoice Client calls if they weren't expecting an invoice for repairs, claiming they thought the checkup was free. This is the problem more with VIP customers than with Commercial accounts. We offer a VIP Landscape service package that includes the wet check, but repairs are billed separately. Should the tech be creating a quote in the field and then completing the repairs? What if the client isn't home? To me, it makes more sense for them to do any simple repairs (nozzles, heads, etc) while they're onsite instead of emailing a quote, driving back to the shop, and then us scheduling the repairs for another day. HELP! How do you irrigation contractors do it or what am I missing?
