Jobber - Job Setups and Progress Invoicing | Scribe

    Jobber - Job Setups and Progress Invoicing

    • Janine Chambers |
    • 64 steps |
    • 11 minutes

    Sample quote layout

    1
    Electrical New Build Quote Sample

    Job Set Up For Progress Payments - RECURRING JOBS

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    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"

    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.

    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"

    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"

    Naming Invoices For Customer Clarity