Accounting
Finished means billed. Billed means booked.
Marking a job complete raises the invoice in the same action. Payments, costs and bank activity post to a real double-entry ledger, so the reports your accountant asks for are already sitting there.
01 — Invoicing & payments
Get paid without chasing the paperwork
Invoices come from the job, not from retyping. Collect by card, check or cash, including on site from the crew screen with a QR code or a pay link by text or email. Card surcharge is handled; cash and check stay at the original price.
- Invoice raised when the job is completed
- Pay on site: QR code, text or email link
- Cash and check at the cash price settle the invoice
- Deposit credited on the final invoice
- Customer statements: billed, paid and owed
02 — General ledger & bank
A real set of books underneath
A chart of accounts and a double-entry ledger, not a pile of totals. Connect your bank and card accounts, let rules categorize the feed, and match customer payments to the deposits they landed in.
- Chart of accounts and journal entries
- Bank and card feeds with categorization rules
- Deposit matching: payments to bank deposits
- Card and loan debt kept out of cash totals
- AI receipt scan to capture bills and expenses
03 — Financial reports
The reports an accountant expects
Profit and loss, balance sheet, cash flow, A/R aging and A/P aging, each printable as a PDF or downloadable as CSV. Compare any period with the same dates last year, see a suggested tax set-aside, and switch the profit and loss between cash and accrual.
- Profit & loss on cash or accrual basis
- Balance sheet, cash flow, A/R aging, A/P aging
- Compare to the same dates last year
- Suggested tax set-aside from net income
- CSV export for your accountant
04 — Job costs & margin
Know which jobs actually made money
Margin is measured against collected revenue, not billed. Crew clock-in time and mileage are costed into the job, and a job with no costs yet reports profit as unknown — never as zero.
- Profit by job and margin report
- Crew clock in and out per job, costed
- Mileage log with an IRS summary
- Red Line floor rates warn before you underprice
Also included
More for the back office
Money dashboard
Profit cards that say “unknown” instead of inventing a number when costs are missing.
Unbilled and outstanding lists
Finished-but-not-billed jobs and unanswered estimates as a to-do list, not a report.
Estimates and invoices in the office
Internal detail pages for every estimate and invoice, searchable by number.
Price history
Every change to a service price is recorded with when it changed.
Legal documents
Pennsylvania-ready contract and notice templates, generated as PDFs from the job.
Profit by class
Tag jobs by business, service line or crew and see profit for each, with unassigned work shown so the columns still add up.
Owner draws kept out of profit
Draws and contributions post to equity, never to expenses, so reported profit stays honest.
Void with a reason
Voiding an invoice or bill asks why and keeps the record; nothing disappears silently.
Equipment and depreciation
A register of trailers, trucks and sealers with straight-line depreciation posted to the books each month.
Year-end packet for your accountant
A zip of the reports and ledger exports plus quarterly estimated tax worked out from actual profit.
Multi-tenant by design
Each business is an isolated account, enforced in the database.