Creating a Job with Payment Schedule

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Listed below are the instructions for creating a new job inside Jobber with a payment schedule. These types of jobs will require a payment which will be invoiced based off the progress of the project. 

Convert to Job 

  1. Inside Jobber Locate approved quote from home page

       2. Click on Approved Quote

        3. Review Approved Quote 

                 a. Confirm Payment Schedule is listed on quote. 

                         i. If not present on quote 

                              1. Add Line items 

                                      a. Payment Schedule 25/50/25

                                      b. Deposit 

                                      c. Rough 

                                      d. Final 

                              2. Resend Quote for Approval 

        4. Convert Quote to Job

Build Job inside Jobber 

  1. Schedule Later

           2. Team > Assign Dagoberto Alavez, Efrain Hernandez and Micheal Budd SR

             3. Select correct Job Forms Job Report , Inspection Report , Water Heater Install

             4. Scroll Down and Click on Save Job

Create Payment Schedule Invoices 

  1. Scroll to the bottom of the page to Billing 

                 a. Click on New 

                 b. Click on Invoice 

                 c. Click on Next 

          2. Input Invoice Subject to read “Deposit”

           3. Delete line items “Rough Bill” and “Final Bill-1”

           4. Scroll to bottom of the page and click on Save Invoice

          5. Return to Job page

        6. Scroll down to Billing click on New

               a. Invoice 

               b .Next Step 

         7. Change Invoice Subject to Rough Bill

         8. Delete line items “Deposit” and “Final Bill-”

          9. Scroll down and click on “Save Invoice” 

         10. Return to Job page 

         11. Scroll down to Billing 

                  a. Click New 

                  b. Invoice 

                  c. Next Step

          12. Change Invoice Subject to Final Bill 

          13. Delete Line Items “Deposit” and “Rough Bill”

14. Scroll down and click Save Invoice 

15. Return to Job page 

16. Scroll down to Billing 

            a. Confirm 3 invoices have been added to jobs

             b.These invoice will be sent out based on project process

Add New Visits 

Visits are to be added based of visit count from estimate sheet attached in notes 

  1. Review Note “Visit Allowance”

           2. Add visits and title as shown 

                   a. Scroll to Visits 

                             i. Click on New Visit

                             ii. Instructions to match type of Visit

                                      1. Assign Team Member based off type of visit 

                                      2. Click Schedule Later 

                                      3. Click Save

                     b. Create a new Visit for each accounted for on Visit Allowance

This Job is not added into Jobber and is now waiting to be scheduled. Follow the tasks as listed in Asana to complete this project 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.