T-08: Multi-stage replacement over 3 visits

pass · Grow

New one-off job #11 'Multi-stage AC replacement (ridgeline-job-replacement-01)' for Fixture residential customer 05 at 105 Fictional Example Lane. 'Create Visits' with custom date selection (Oct 1, 5 and 8, 2026) produced three visits under the single job; each visit took its own title (Stage 1 - Remove old unit and prep, 8-12, Marcus; Stage 2 - Install new condenser and air handler, 8-16, Marcus + Tyler; Stage 3 - Commissioning and customer walkthrough, 9-11, Marcus). Line item RIDGELINE-REPLACE-02 ($200.00, fixture amount). Billing offers 'Remind me to invoice when I close the job' (single invoice) and 'Split into multiple invoices with a payment schedule' (by % or $); a third scheduled invoice was added via 'Add Invoice to Payment Schedule' and set to 30/50/20 with descriptions per stage; Jobber computed $60/$100/$40 and a remainder bar. Note: the % inputs ignored scripted value changes and had to be typed. From the job's Payment Schedule, 'Create' generated Invoice #3 'Multi-stage AC replacement (...) - 1 of 3' showing 'Portion of job 30% ($60.00 of $200.00)', item total $200 and 'Due this invoice' $60; the job then shows Draft 30% ($60) and Remaining 70% ($140). Scheduled invoices are not tied to a specific visit (they are portions of the job total), and the job-level billing frequency still reads 'Upon job completion'. Invoice reference: #3 (id 173614793), draft, not sent.

Execution exe-jobber-t-08-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

pass · Premium Plus

Multi-visit job with deposit. Deposits/progress invoices need the 'Partial/Progress Invoicing' add-on (Add-on Directory label: Starter Plan); activated in the trial, followed by an explanatory email to the owner. Setup (done through the account's REST API from the logged-in session to save time; the web job card offers the same fields): Job #5 for Fixture residential customer 05, Work Order, one line RIDGELINE-REPLACE-02 $200, three bookings for Marcus (Oct 1, Oct 2, Oct 5, 8:00-12:00), which the job card lists under 'Upcoming Bookings' and in the diary. Deposit: Billing > status button menu > 'Partial Invoice - Create a Partial or Progress Invoice for this job'. The dialog lists the job's lines with tick boxes plus 'Add Material/Service'; there is no percentage option, so a 30% deposit is a new line priced by hand ($60). Confirming failed first with 'All items must have a valid item code before confirming the partial invoice' until the line was given a catalogue code (we created FIXTURE-DEPOSIT, $0). Then 'Invoice Created Successfully': a separate completed job/invoice #5A for $60 opens in the viewer, and the original job #5 gets a negative 'Partial invoice #5A' line so its balance drops from $200 to $140. Payment received was left as 'No payment received' (deposit invoiced, not paid). Result pass: several visits on one job and a deposit invoice that reduces the remaining balance, with friction (manual amount, item code required, add-on on Starter plan or higher).

Execution exe-servicem8-t-08-20260930-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain