T-03: Commercial customer with 3 locations and a separate payer (Cedar Lane)

partial · Grow

Jobber's data model has no 'bill to another client' relationship: an invoice always bills the client that owns the property, and Jobber's own Properties article describes tenants as 'property contacts' of the paying client (help.getjobber.com/en/articles/properties/). After import, commercial-02 (service customer) owned locations 19-21 and Cedar Lane Properties (payer, imported without property) could not be set as payer on those properties; there is no move-property-to-another-client action. Workaround executed: added 119 Fictional Example Lane as a property under Cedar Lane Properties, named for ridgeline-location-19, with 'Fixture commercial customer 02' as property contact (role: service customer/tenant); created job #2 at that property with the RIDGELINE-DIAG line ($11.00) and generated invoice #1: bill-to Cedar Lane Properties, property address 119 Fictional Example Lane (shown as 'same as billing address' because the payer-only client had no address of its own). Client list still shows exactly 5 commercial clients (no duplicate client), but location 19 now exists twice: as a property of commercial-02 (from import) and as a property of Cedar Lane; keeping both means duplicate properties, keeping one means the service customer is a contact, not a client. Pass criteria: billing the payer works; 'no duplicate' holds for customers, not for the location.

Execution exe-jobber-t-03-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

partial · Premium Plus

ServiceM8 has no sites/properties list and no parent-child client link: the client card has Client Details (name, address, contacts with roles such as Billing Contact), Billing Details (billing address, tax rate, payment terms) and Jobs. The payer/location split is handled per job: each job has a free-text Job Address, and the billing side has its own Billing Address with a 'Same as job address' box ticked by default. Test: New Job for client Cedar Lane Properties (the payer), Job Address typed as 'Unit 1, 119 Fictional Example Lane ...', description service-02; Billing tab: item RIDGELINE-DIAG ($11), quote accepted (Work Order). The invoice draft ('Send Invoice', not sent) is addressed to Cedar Lane's Billing Contact with subject 'Invoice RE: Unit 1, 119 Fictional Example Lane ... / Job # 2', so the manager is billed for work at the unit. But the six units are not stored anywhere under Cedar Lane: every job needs the unit address retyped, the billing address defaults to the job (unit) address unless the box is unticked and the payer's address typed, and our import had already merged same-name unit rows (T-01). Result partial: payer billing works per job, but there is no reusable list of service locations under one payer.

Execution exe-servicem8-t-03-20260929-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain