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Segments
Segments are ideal for a job that requires multiple visits to complete the job, collecting deductibles and billing insurance companies, or multiple payments.
Below, find a few scenarios on how to use segments in your workflow.
Scenario 1: Multi-Day Jobs
If you need to schedule a job that lasts more than one day, with multiple visits, or requires different technicians, use Segments.
In the example below we will walk through scheduling a sprinkler system installation. The job will last two days and will require a different technician for each day or phase of the job.
Create a new job by selecting the black 'New' button at the top of the navigation bar or navigate to the job details page
Click the wrench icon at the top right of the page to open your job options window
You will be able to choose 'add segment' or 'copy to new segment'. Both options will create a second segment for the job.
'Add segment' will create a completely blank invoice for the second day. Select 'Create' and a new job details page with both segments will populate. You will have the option to add the second segment to the invoice
'Copy to new segment' will copy the information from the original job to the second day. A copy of the original job invoice will be included in the second day's invoice. Select 'Copy' and a new job details page with both segments will populate. The first invoice details will automatically transfer to the copied segment.
You have the option to Rename the segments.
You can edit the total job cost as needed by editing the line items.
Schedule the job once all information has been added/updated
Once the job has been completed you can invoice the customer.
Scenario 2: Need to Make a Return Visit
While on the job you find that you need to order additional parts and schedule a return visit to complete the job. Add a Segment to the original job and schedule that return visit without having to create a new invoice.
Create a new job by selecting the black 'New' button at the top of the navigation bar or navigate to the job details page
Click the gear icon at the top right of the page to populate your job options
Click 'add segment'
You have the option to Rename the segment.
You can edit the total job cost as needed by editing the line items.
Schedule the job once all information has been added/updated
You will have the option to add the second segment to the invoice
Scenario 3: Taking Deductibles and Billing and Insurance Company
If you take a deductible from your customers but bill an insurance company, you will want to use Segments to properly keep track of the total owed, the deductible amount, and any taxes that need to be collected.
In the example below we will go through scheduling a windshield repair where our customer pays us a $100 deductible but we need to invoice the insurance company for the full amount of the job (including tax) less the amount of the deductible already paid by the customer.
Create a new job by selecting the black 'New' button at the top of the navigation bar
Click the gear icon at the top right of the page to populate your job options
Click 'add segment'
You have the option to Rename the segment.
Add line items
Process a payment for the deductible
add a description
Once you've added the amount you want to bill for, click paid. You will then see the updated balance on the invoice preview as well as just below the Pay button.
You will have the option to add the second segment to the invoice
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