Creating A Recurring Job For Snow Removal
Janine Chambers
|
18 steps
|
2 minutes
Getjobber
1
Click "Create"
2
Click "Job"
3
Select Client Name
Job Title
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Click the "Title" field add "Snow Removal"
Job Type
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Click "Recurring Job"
Job Scheduling
6
Set the start date of the season
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Select the "As needed - we won't prompt you" option due to the infrequent or unpredictable visit schedules
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Click on the duration field and set the job for the length of time it is needed
Visit Assignment
9
Team assignment will not be possible on the job because there are no visits being set from the job. Visits can be assigned when they are set
Invoicing Settings
10
Click "Per visit" if pricing is per visit
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Select the "Custom schedule..." for billing to set the date for billing prior to the end of the month. This allows you to batch invoice when you are ready.
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De-select "Last Day"
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Click "25" to set up the invoice reminders to generate on the 25th of each month
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review billing dates and number of invoice reminders that will be generated
Setting Line Items
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Click the "Name" field in line item and choose snow removal from the list of products or services
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Click the "Description" field if you would like to add a description
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Click the "Total" field to add the per occurrence price
Saving the Job
18
Click "Save Job" or save and create another if you are setting up more than one job with identical settings.
