Rescheduling Jobs Knowledge Base
Need to adjust a job that is already scheduled out for the next year? Need to adjust service frequency? Navigate to the specific job and click Actions > Reschedule to perform big adjustments to a customers scheduled jobs
Need to adjust a job that is already scheduled out for the next year? Need to adjust service frequency? Navigate to the specific job and click Actions > Reschedule to perform big adjustments to a customers scheduled jobs
Rescheduling jobs are easy and you have several different ways to accomplish this task:
- Drag and drop events on the calendar
- Click the "Schedule" tab on a job and manually edit the event
- Click Actions > Reschedule on a job
The last option will give you a screen where you can:
- Delete future (or all) events on the calendar for a specific job
- Modify the service frequency for the remainder of the job schedule
- Modify the time, crew assignment, and event title
Don't forget that some jobs are billed "By The Job," so adjusting service frequency will adjust the amount that is billed to the customer each month.
Subtle reminders can go a long way in improving cash flow. If your receivables start exceeding a date range you are comfortable with, send your customers a statement that details all open invoices. This subtle reminder sometimes is all that's needed to shore up a balance.
Let your customers tip you for your hard work and attention to detail. Lawn and landscape is one of the few trades that accepting a tip is fairly common. If you are using JobCloser to accept online payments, you can now enable the ability to accept tips
Need to adjust colors, fonts, and columns to display on your PDFs? Navigate to your Company Settings > PDF Options tab to get started
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