How can I use Segments?

Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments

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Written by Taylor Morrison
Updated over a week ago

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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 lasting more than one day or requiring 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.

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.

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.ย 

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.

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