In field service management, not every job visit is treated the same way. Some visits are purely operational—like a quick follow-up or an inspection—while others directly contribute to your revenue.
In Leavoda, a Payable Visit is a visit linked to a job that is marked as billable to the client. This means it will be included in invoicing and payment records, ensuring you get paid for the work performed.
What Does “Payable” Mean?
When a visit is marked as payable in Leavoda:
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Its cost or service fee will be included on the client’s invoice.
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Payment tracking and accounting reports will include the visit.
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It can contribute to revenue metrics in your dashboard.
When a visit is not payable:
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It will still be recorded in your job history for reference.
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It will not appear as a charge in the client’s invoice.
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It can be used for internal tracking, warranty work, or customer goodwill gestures.
Why Use Payable Visits?
The Payable option helps you:
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Avoid missed billing — Ensures no visit that should be billed is forgotten.
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Differentiate between chargeable and non-chargeable work — Useful for reporting and customer transparency.
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Streamline invoicing — When all payable visits are marked correctly, invoices practically write themselves.
Common Use Cases
Here are some examples of when to use each type:
✅ Payable Visit
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A scheduled service call with a standard fee.
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Emergency repairs billed at an hourly rate.
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Additional visits requested by the client outside the original contract.
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On-site work that consumes materials or labor beyond warranty coverage.
🚫 Non-Payable Visit
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Warranty or guarantee work where the client owes nothing.
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Courtesy inspections or check-ins.
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Internal quality control visits.
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Free estimates where no work is performed yet.
Best Practices
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Always confirm visit type before scheduling. This avoids confusion later when creating invoices.
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Train your team to mark visits correctly—especially in multi-visit jobs.
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Review non-payable visits monthly to ensure they align with your business policies.
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Use reporting to track payable vs. non-payable visits and see how much of your work is revenue-generating.
💡 Tip: Even if a visit is non-payable, logging it in Leavoda helps maintain a full job history, which can be invaluable for customer service, legal protection, and internal analytics.
