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Video tutorial:
Step-by-step:
To create a new segment on the web browser, go to the job details page. Click the wrench icon in the top right of the screen.
A drop-down menu will appear. Select 'add segment.'
A window will appear titled create new segment. Click 'create' in the bottom right. This will create a blank form to be filled out with the new invoice information, schedule and notes. Segment #1 will have all the information you've already entered into those fields. Segment #2 will be blank, ready for you to enter the information for the next portion of the job.
You can toggle between each segment by selecting each one at the top left corner of the screen. Repeat this process to create as many segments as needed. The job will have one invoice number, with sub-numbers (ex. Invoice #6-2) assigned to each segment.
You can bill each segment separately or all together, by clicking the PDF icon, add segment and then selecting the segments you want included on the invoice.
Segments on iPhone
Add, copy, rename, and delete segments from your iPhone or iPad!
Add a Segment
From the job details page, click the 'More' icon in the upper right corner
Select from the follow options:
'Add segment' - add a brand new, blank segment
'Copy segment' - copy all job information to the new segment
If you choose:
'Add segment' - you can type in a custom name for the segment
'Copy segment' - select if you'd like job attachments copied over as well (the pop-up will appear with or without attachments on the job)
NOTE: Whether a segment is copied or added, it will still need to be scheduled.
Click the segment name to view the segment details or swipe between pages
OR
Rename Segments
Once a segment has been added to a job, you will have the option to rename any and all segments of the job.
Click 'More'
Select 'Rename segment'.
Type in the new name of the segment and click 'Confirm'
Delete Segments
Delete one or more segments from a job.
To completely delete a job, you must delete all segments.
Open the segment you'd like to delete, click 'More'
Click 'Delete' & confirm that you'd like to delete the segment.
Click 'Confirm' to delete
Invoicing Segments
You can add multiple segments to an invoice as long as they have line items and a due amount.
Click the 'Invoice' icon
Click the segment icon to add segments to an invoice
Toggle a segment to add it to the invoice (blue = added)
Click 'Done'
Click 'Send' once you're ready to send!
Want to successfully complete more jobs?
Check out the keys to employee and customer satisfaction.