Maintenance companies tend to carry out a high volume of low value work orders. This generates a lot of paperwork and an intensive administration process to get sales invoices out of the door. Companies running manual systems sometimes experience a big delay between their engineers completing jobs and sending the invoice to their customer for approval and payment.
For some building services contractors invoicing can be quite complex. Perhaps your customers want invoices to be consolidated for all work carried out in a month. Some customers work off a schedule of rates whilst others prefer time and materials. Whatever your methods, Joblogic is designed to speed up invoicing, automate the pricing of jobs and improve cash flow.
Job by Job Invoicing
As soon as a job is completed in Joblogic your back office team can price it up and email or print a professionally branded invoice, straight from the system. Each customer has set rates for labour and mark-ups for materials so that pricing a job is easier than ever before.
If your engineers are using the Joblogic Mobile App it's even easier, as their timesheets and parts used are automatically calculated against the job. Your back office team can quickly check the information and click to invoice.
If either your company or your customers prefer batch invoicing then Joblogic's invoicing system is ideal. Your back office team can price up all completed jobs and park them at a status called requires invoice. Whoever is responsible for invoicing can go into the batch invoicing screen and search by customer and date range. They can then either email or print all of the invoices.
Batch Invoicing also gives the user the option to print or email all associated job documents such as job sheets and other forms at the same time. In a busy maintenance environment this can save hours or even days of work each month.
Some customers require a consolidated invoice usually for works carried out in a calendar month. If that's the case rather than raising a batch of invoices you can create an application for payment. This can be sent to the customer as a spreadsheet for approval.
Once approved you can easily create a single invoice for multiple jobs. Each job can be detailed on the invoice as a line. If the customer queries some of the jobs on the application, they can be excluded from that invoice and added to the next invoice after you've resolved their issues.
If your company offer planned maintenance contracts
then it's likely that you'll be able to make use of our frequent billing feature. It allows you to set up a regular invoicing schedule for fixed amounts. For example, you might want to bill a maintenance contract monthly over the course of 2 years.
All you need to do is put the contract amount in, select the invoice frequency and Joblogic will calculate each invoice value for you. It's a click of a button to print or email these invoices to your customers.
Your first step towards efficiency
Do more jobs per day without employing more staff. Get your invoices out the door quickly and improve your cash flow.