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Jobber - Job Setups and Progress Invoicing
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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11 minutes
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Jobber
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Sample quote layout
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
Credit Card Deposit
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
Sample quote layout
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Electrical New Build Quote Sample
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Job Set Up For Progress Payments - RECURRING JOBS
information ordinal icon
Tip! Recurring Jobs aren't just for planned and scheduled visits. They can be used to create multiple invoices or bill at certain frequencies.
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Click "New"
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Click "Job"
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Title Your Job
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Choose "Recurring Job"
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Schedule Settings
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Set your schedule or leave as "as needed" if the visits will be sporadic
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Set the duration or leave as 6 months. This number doesn't really matter.
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Invoicing Settings
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Click "Fixed price"
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Set the invoice reminder to "as needed" and leave auto invoice and pay off
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Line Items Should copy over from your quote
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Click "Save Job"
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Creating the first invoice to assign the deposit
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**On the job** select "more actions"
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Click "Generate Invoice"
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Naming Invoices For Customer Clarity
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