Project Bills and Job Bills

Overview

There are two types of bills that you can create in Supermove: a Project-level bill and a Job-level bill. This article will explain the differences and use cases for how and when you may want to apply one type of bill or the other.

Note: In Supermove, it’s important to understand the difference between projects and jobs. If you're not familiar with the difference, please start here before reading this article

Job Bills

A job-level bill displays the list of services and costs that are tied to a specific day for a customer's move. For example, if there is a multi-day move, you may want to use job-level bills to easily distinguish to the customer the services that will be conducted on each day. You can identify whether you are viewing a job-level bill by looking at the top left corner -- a job-level bill will have a date displayed as seen here:

On the tablet, the Supermove crew app will be able to readily display the correct job-level bill each day they log into the app for a multi-day job. 

Please note, while you can add any tip of billing item or billing rule to a job-level bill, one of the key differences between job-level bill and a project-level bill is that only the job-level bill can accommodate and correctly process labor charges that are calculated from hours logged on the Supermove Crew App timesheet. This is because a job-level bill is tied to a specific day and that day's timesheet. As we will discuss below, a project-level bill wouldn't know which day to calculate from if it had an hourly-rate fee. 

Project Bills

While a job-level bill is tied to a specific day, a project-level bill can list the services and costs that span the entire project. This can be particularly helpful for multi-day job priced at a flat rate or billed based on a longdistance linehaul tariff. You can identify whether you are viewing a project-level bill by looking at the top left corner -- a project-level bill will not have a date displayed:

On the tablet, the Supermove crew app will have these project-level bills accessible for the crew member to modify and update at any point during a job, whether it is a single-day or multi-day move.

Use Cases

As mentioned above, project-level bills are helping for listing services and costs that span the entire project. This can be most valuable for longdistance moves that are priced as a flat fee. On the other side, job-level bills are most helpful for situations that require labor calculations based on the timesheet, since job-level bills are able to accurately reference the timesheet hours and process the calculation for that specific day. 

There may be other situations where you may want to take more advantage of project and job-level bills. Some examples are as follows:

Using Project-Level Bills to cleanly distinguish different types of services
Instead of lumping all fees -- hourly charges, packing supplies, other flat fees -- for a local move onto one job-level bill, you may want to easily breakdown the charges by adding some project-level bills as seen here:

In this scenario, we have a job-level bill called Moving Services that displays the labor charge of 2 Movers and 1 Truck. But instead of placing the materials and hoisting charge on that same bill, we added two project-level bills. By configuring services and costs this way, you can provide a more digestible breakdown of fees to your customer

Using Different Bills to apply discounts or surcharges on specific services

There may be scenarios where you want to offer a discount or surcharge for a specific service, such as a 15% discount for a customer on the labor charges. If you had organized one single job level bill that displays all the fees as seen below, there wouldn't be a simple way to calculate a discount on just that labor charge:

However, by splitting up the fees across and using project-level bills, you can better organize your costs and apply a discount that only affects the labor charge, as seen here: