January 28, 2019
Kindra K., Marketing Coordinator
This weeks Feature Focus is about setting up segments for return jobs or jobs that require you to take a deductible, deposit, or bill an insurance company. We're going to go over the three keys to setting up your segments correctly.
1) Name your segment
What’s the reason you’re segmenting the job? Is it because you need to take a deposit? Is it part two of the first job, or an extra repair? One of the reasons it’s important to name your segments is so you can look back and know what happened that day at a glance.
Keep in mind this segment name will also appear on your customer’s invoice, so make sure it's professional.
2) Double check your lines items
You want to go through and make sure you have all the correct information on your invoice. When creating your line items, you have a couple of options. You can copy them from the previous day or add new ones, if the work is going to be different.
3) Make sure you schedule it
A lot of our Pros don’t realize that when you add a segment, the schedule doesn’t copy over. So just make sure you’re going in and scheduling the job for the correct date and time.
So remember - when you’re using segments - name it, update your line items, and add it to your schedule.
Now that you have your checklist, go through a segment you’ve already created and make sure these three steps are completed so that you’re ready the next time you add one. To learn more about segments check out this help article.
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