The Jobs to Invoice tab is your starting point at billing time. Instead of hunting through jobs one at a time wondering what's ready to bill, this screen surfaces every job that has something invoiceable in the date range you choose.
To get there, click Invoicing in the left sidebar. Jobs to Invoice is the first tab.
Start with the date range
The date range is what drives this whole screen. Set it to the period you're billing for — for example, the month of August — and SynkedUP will show you every job with something billable that falls inside those dates.
What shows up here (and why)
There are four reasons a job will appear on this list. It helps to know which one you're looking at.
1. Per-visit work that was completed
If a job has per-visit pricing and visits were marked complete inside your date range, it surfaces here. Mowings are the classic example — a handful of completed mowings in August, ready to be billed.
2. A quoted work area that was marked complete
If a work area on a job was marked complete within the date range, that job shows up. The work is done, so at least that portion of the job should be invoiced.
3. An installment payment that came due
If a maintenance contract has an approved proposal with installment dates on it, and one of those dates falls inside your range, the job surfaces.
For example: a $12,000 contract billed at $1,000 a month, due on the 1st. If the 1st falls inside your date range, SynkedUP flags that job to let you know an installment is due.
4. Time & Materials work that was recorded
If a job is priced as Time & Materials and has recorded visits, labor, and/or materials inside your date range, it shows up — because that time and those materials are eligible to be billed for that period.
What happens when you open a job
Clicking into a job to invoice it opens the whole job, not just the item that surfaced. There may be other things on that job that are billable, or not. The list simply gets you to what needs attention — you still make the call on what actually goes on the invoice.
Using the filters to narrow things down
Below the date range you'll find a few more filters. By default they're all turned on, which gives you the complete picture. Turn them off to zero in on a specific slice of work:
Status — Show only completed work (usually quoted work marked complete), or look at only scheduled work, or work that's on hold.
Job type — Look at only projects, only maintenance, and so on.
Division — Handy at month end. If you want to knock out just your mowings, filter to that division and you'll see every mowing job with completed visits or an interval payment due in the date range.
💡 Tip: Clear your filters and turn everything back on when you're done, so the next time you open the screen you're seeing the full picture again.
The short version
A job surfaces on Jobs to Invoice when, inside your date range, it has:
Completed per-visit work
Time & Materials visits, labor, or materials recorded
A completed quoted work area or project
An interval or installment payment coming due
As long as your team is following the procedure — per-visit work getting marked complete, work areas getting closed out — this screen keeps your billing nice and clean, and gives you one place to see everything that's invoiceable in a period of time.
Questions about anything on this screen? Reach out to us in the chat in the lower right corner and we'll be glad to help.