How it works / Stage 6 · Billing
Cash on the shelf.
The applicator signs off. The project lands in the billing queue automatically. Reminders nudge the right person until it's invoiced. The customer's PO and your invoice number are attached together. The install photos and signature are attached together. Gross profit calculates against the bill of materials and the labour actually used — not estimates, not guesses.
The billing queue.
As soon as the applicator signs off the deliverable, the project lands in the billing queue — a single list of every job that's been installed but not yet invoiced. The owner sees the queue depth at a glance. The bookkeeper sees what to action today. Nothing falls into someone's drafts folder.
- Auto-assigned to the originating sales rep
- Reminder cadence for stale items
- Customer PO + your invoice number tracked together
- Install photos and signature attached automatically
Real gross profit.
For every project, the system snapshots:
- Revenue — final invoiced amount
- Cost — actual material consumption + labour hours
- Gross profit — revenue minus cost
- Gated by role — only owners and managers see the numbers
No more guessing which fleet wrap actually made money — and which "easy job" was a margin black hole.
Hand off cleanly to your accountant.
Invoices export to QuickBooks in the format your accountant already imports. We're not trying to be your bookkeeper — we hand off clean invoice data with the right line items, VAT split, and customer references, then stay out of the way.