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Jobber Workflow For Large Projects
Jobber can sometimes appear to be made for quick in and out work but it has the capability to quote and invoice large projects too. This workflow will cover quoting, deposits, and progress invoicing
Janine Chambers
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5 steps
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18 minutes
Getjobber
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Quoting Large Projects In Jobber
Quote Building Example
Email Features For Sending Quotes
Manually entering non-credit card deposits to an account
Job Set Up For Progress Payments - RECURRING JOBS
Schedule Settings
Invoicing Settings
Creating the first invoice to assign the deposit
Naming Invoices For Customer Clarity
Adjusting INVOICE Pricing to Deposit Amount
Description explaning what is being billed
Issue Dates
Payment Terms
Manual Deposit
Sample Text for Progress 1 of 3
Close The Invoice
Requesting phase II payment through the second invoice
Editing An Invoice To Reflect Progress Payment
Creating the final invoice
How Billing History Will Appear At Job Level
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