The survey, the estimate, and the return visit
Write the installation estimate from the survey, with materials and labor on the lines. Take a deposit before you buy the board, book the second visit, and invoice when the test is done.
Today
Tuesday, October 13
Next visit · 8:00 AM
Panel replacement
Olivia Taylor · 14 Elm Street
Lockbox 4471 · park in the driveway
Later
Sound familiar?
The install is the straightforward part
“The survey notes are still in the van.”
The second visit gets booked before the price is written.
“I bought the panel on my card.”
Materials go out before the customer has paid a deposit.
“First fix was Tuesday. Who is back for the second?”
Two visits live in a group chat.
Here’s how Jomioz fixes it ↓
Survey, estimate, return visit
Price the install from the survey, give them a choice, and keep both visits on the same week.
- An estimate from the survey
On Pro, describe the install and Jomioz drafts the lines from your price list. You check materials and labor before it goes out.
Rewire the kitchen, add six recessed lights and a new circuit for the range.
Essential
$2,480.00
3 lines
Recommended
$3,180.00
4 lines
Premium
$3,820.00
5 lines
- Kitchen rewire$3,000.00
- LED recessed lights × 6$675.00
- Range circuit$475.00
Apply options - Options on one estimate
A like-for-like board, or the same job with surge protection. They pick and accept from the link.
Estimate #1042
Choose your option
- EssentialLike-for-like panel swap$2,480.00
- RecommendedMost chosenNew unit with surge protection$3,180.00
- PremiumNew unit, surge protection and EV charger$3,820.00
- The second visit is already on the board
First fix and the return sit on the same week, with the hours already taken.
Tuesday, October 13
InstallServiceRepairSamFullInstallServicePriyaTightRepairServiceTomOpenServiceUnscheduled3
The return visit
Two visits, one job
Agree a deposit when they accept, a stage at first fix if the job is long enough, and the balance when you finish.
Set up payments
Quick start
- 25%Deposit on approval$1,472.50
- 50%First fix complete$2,945.00
- 25%Balance on completion$1,472.50
- Deposit when they accept
- A stage at first fix
- The balance at completion
Getting paid
Materials and labor, then the invoice
The invoice uses the lines they already accepted. The deposit comes off. They pay the rest by card.
Invoice #1042
Panel replacement
Carried over from estimate #1042
- Pay by card from the email
- Deposits taken off automatically
- Reminders for overdue invoices
“I tried it and we've never looked back. Give it a go, 100%. We love it: simple, fantastic workflows, and the team always knows where they're going.”
Jay C
Electrician
Made for electrical work
The paperwork around a survey, a board, and a second visit.
Materials and labor
Panels, breakers, labor and the permit, priced the same way on every estimate.
Job checklists
The checks you do on every job, checked off on the record.
Photos on the job
Before and after shots saved with the visit.
Signed estimates
Customers sign on their phone, with the time recorded.
Timesheets
Hours from the team, ready to check each week.
Card payments
Get paid by card from the invoice link.
FAQs
Everything you need to know before you start.
Send the estimate after the survey
Start free for 14 days. No card needed.