Financial Management
Know your numbers. On every job.
Invoicing, payment collection, QuickBooks sync, commission tracking, and real-time profitability analysis.
Invoicing & Payments
Create professional invoices and collect payments through multiple methods. Track everything in one place.
- Professional invoice templates
- Multiple payment methods (card, ACH, check)
- Automated payment reminders
- Payment portal for homeowners
Insurance Payment Tracking
Track ACV, RCV, depreciation, deductibles, and supplement payments across all insurance jobs.
- ACV/RCV/Depreciation tracking per job
- Insurance payment reconciliation
- Deductible collection tracking
- Supplement payment allocation
QuickBooks Integration
Two-way sync with QuickBooks Online for seamless accounting. No more double data entry.
- Automatic invoice sync
- Payment recording
- Expense categorization
- Chart of accounts mapping
Profitability Analysis
Know exactly how profitable each job, crew, and job type is. Make data-driven decisions.
- Real-time job costing
- Profit by job, crew, and source
- Commission calculation
- Revenue forecasting