Invoicing and payments
How a finished job turns into an invoice, how customers pay it, and how to keep track of who still owes you.
Understand the billing check
Anything you require, like the after photo, the customer signature, or the dump ticket, is collected in the crew app before a job can be marked complete. Finished jobs then sit on the Exceptions screen until they are invoiced, alongside anything else blocking a clean bill, like a missing PO number or a job with no price. That way an invoice never goes out with a hole in its paperwork, which is exactly what customers use to argue a bill down.
Turn the job into an invoice and send it
One click turns a finished job into an invoice. It goes to the customer by email with a pay-by-card link, and when they pay, the job marks itself paid on its own. No retyping anything into another program.
Check who still owes you, once a week
The Aging screen is simply the list of who owes you money and how long they have owed it. Glance at it weekly and follow up on anything past 30 days. You can also set up automatic late fees and reminder emails under Settings so the software does the nagging for you.