Jobber Progress Payments
How to Set Up Progress Payments In Jobber
If you are completing large one off projects that require a downpayment or initial deposit followed by more than one invoice throughout the process the information below will show you how to set it up from quote to final payment. If you need more help building this process feel free to reach out!
Need More Help?
Check out my other Jobber How To’s On Scribe or check out my services for one-on-one training, audits, strategy calls and hourly Jobber clean ups and implementation.
If you have an idea for a how to like this reach out to me by email at hello@growthva.ca
90 Minute Jobber Strategy Call
- $297 USD
If you only need a little help with Jobber this call might be all you need to reach your goals.
If you need some inspiration I can help you strategize what Jobber can do for you
- Reduce your day to day workload
- Route and optimize efficiency
- Manage you unique services
- Manage Maintenance Plans
- Move to a subscription or monthly flat rate service
- Reduce time spent on administrative tasks
- Incorporate virtual or remote help with bookkeeping, admin, or marketing
- Incorporate automations and additional tech
- Improve sales
If you have a Jobber "Wish List" lets make it happen.
Calls are recorded and sent within 2 business days with any supporting documents and recommendations mentioned in the call.
Jobber Audit & Action Plan
- $899 USD
A Jobber Audit includes an in depth look into how you are currently using Jobber. I will look to see if you could better implement Jobber for the work that you do and find ways to streamline your daily administrative tasks within Jobber.
- Review Call To Establish Your Goals
- Audit of your Jobber Account
- Detailed Action Plan With Recommendations
- Review Meeting To Discuss Action Plan
- Implementation Strategies
One-On-One Jobber Training
- $699 USD
Master your Jobber account with one-on-one Jobber training over zoom. Jobber training is recommended for anyone that uses Jobber for day to operations of the business such as sales, dispatching, billing, and team management.
- Up to 5 hours of one-on-one training via zoom
- Access to screen recordings
- Complete review of the Jobber workflow
- Best practices based on your specific business or industry
- Training to be completed within 1-2 weeks
Catch Up & Implement
- $499 USD / 10 hour bundle
If you need help getting caught up with a Jobber Cleanup as part of your action plan or after a busy season I offer virtual assistance to complete clean ups and other action plan items on a temporary/hourly basis
Tasks may include:
- Implementing action plan items
- Developing, implementing, and testing new workflow strategies
- Jobber cleanups
- Implementing recommendations from training
- Past due receivables
- Archiving completed requests