Start with your next straightforward job. Bring its customer details, agreed scope and price into Tender, then follow that one piece of work through to the invoice and payment. A familiar job makes it easier to establish a routine you can use again.
The useful bits
- Choose one ordinary job with a clear customer and agreed scope.
- Keep the work address, person approving the work and person paying distinct.
- Finish the job record with an accurate invoice and a checked payment.
Pick something with a clear finish
Your first job does not need to represent everything your business does. A garden tidy, a repair visit or a small decorating job is a useful starting point because you can explain what completion looks like. Leave a complicated project with several stages until you have a routine that suits you.
Use genuine, necessary customer information rather than copying your entire address book. Before starting, have the customer’s preferred contact details, the work address, the agreed price and any relevant messages to hand. This is also a chance to spot missing details while there is still time to ask.
Put the right details beside the work
Tender brings jobs, clients and paperwork together. Give the job a name you will recognise next week, and describe the work in language your customer would understand. “Garden work” leaves more room for confusion than a short description of the areas and tasks you agreed.
Check who can approve changes and who should receive the invoice. A tenant may arrange access while a landlord pays; a shop manager may book a repair while a separate office handles accounts. Sorting this out now avoids sending the final paperwork to the wrong person.
An illustrative first job
Rear garden tidy: cut the lawn, trim the agreed hedge and remove the resulting green waste. Customer provides access through the side gate. Tree work and repairs to the fence are outside this job. The description gives both sides something concrete to check at the end.
Follow the job through to payment
Before issuing the invoice, compare the finished work with the original scope and any changes you agreed. The invoice should tell the same story. If an extra task was discussed but not approved or completed, do not quietly add it to the final amount.
Choose a payment route that fits the customer. Tender supports contactless payment on your phone and online invoice payment links. Complete the relevant payment setup first, explain the amount being collected and check the payment result before treating the invoice as settled. Processing fees apply.
- Confirm the final work and agreed price.
- Send the invoice to the correct contact.
- Explain how the customer can pay.
- Check the payment record and note anything still outstanding.
Keep the useful parts of the routine
After the first job, look for the one detail you had to chase. Was it the billing contact, access time or approval for extra materials? Ask for that earlier on the next job. A useful setup grows from the way you actually work, rather than a long list of fields filled in for their own sake.
Download Tender for iPhone and use the setup guide when you are ready. You can explore the complete product through your first five successful customer payments; the pricing page explains the subscription choice after that.
