Every job billed on its own.
Crews paid on Friday
Bluebird Home Services installs and repairs heating, cooling and plumbing with two technicians, three crews on subcontract, an office manager and an outside bookkeeper.
- Deposit 40%Paid Oct 20$7,480.00Paid
- CompletionPaid Nov 3$11,220.00Paid
- Heat pump unitTri-County HVAC Supply$6,940.00
- Two crewsRuiz Mechanical, Pham Electric$6,050.00
Money
Every movement on your accounts, and what it adds up to.
- Transactions
- Accounts
- To pay
- Payments
- Cards
- Debts
Project · Walsh heat pump install6 rows
Ask- All
- Income
- Spending
- Transfers
| Payee | Amount |
|---|---|
| Tom and Erin WalshCompletion | +11,220.00 USD |
| Ruiz Mechanical | −4,200.00 USD |
| Pham Electric | −1,850.00 USD |
| Tri-County HVAC SupplyBill paid | −6,940.00 USD |
| Tri-County HVAC Supply · online orderVan 2 card | −412.75 USD |
| Tom and Erin WalshDeposit 40% | +7,480.00 USD |
Transactions of one project, the Walsh heat pump job: the deposit and the completion in, the unit, two crews and an online parts order out, 28% margin and 96% of its budget spent.
Every job billed, every crew paid on Friday
An invoice per job with a pay link, crews paid in one batch, and the margin and budget of each job from its rows.
Invoices, links and cards in depth →Papers and payees
What is owed, what is late, and what arrived.
- Contacts
- Invoices
- Proposals
- Pay links
- Documents
- Owed$8,0603 clients
- Overdue$2,6401 client · 6 days
- Paid on invoices this month$13,620Walsh, Cedar Grove Apartments
The invoices
Ask- All
- Drafts
- Sent
- Partial
- Paid
- Overdue
- Contested
| Client | Total | |
|---|---|---|
| Ray Bennett | 3,560.00 USD | Sent |
| Dolores Grant | 2,640.00 USD | Sent |
| Harlow Self Storage | 1,860.00 USD | Sent |
| Tom and Erin Walsh | 11,220.00 USD | Paid |
| Cedar Grove Apartments | 2,400.00 USD | Paid |
The Bennett furnace deposit went out on Wednesday, Dolores Grant's water heater is six days late, Cedar Grove's maintenance plan bills itself on the first. Who owes what, and under which job?
Ruiz MechanicalBennett furnace, ductwork · Mercury · Operating3,600 USD○ Marisol
SignAmendReject
Crews paid in one batch on Friday, each payout with the job it was for, signed by someone who did not prepare it.
ProjectInOutNetMargin
Walsh · heat pump install5,29728%
Service calls and repairs10,40046%
Maintenance plans8,30058%
A job is a project with a budget: told at 80 and 100 percent, its margin read from its own rows.
Parts from the van, bills from the supply house, the month
A card with a ceiling in every van, supplier bills filed under their job, and October closed for the bookkeeper.
Invoices, links and cards in depth →Money
Virtual cards paid from one prepaid balance, topped up in USDT or USDC.
- Transactions
- Accounts
- To pay
- Payments
- Cards
- Debts
Cards
AskPrepaid balance $4,875 · 3 cards
| Holder | Balance | Status |
|---|---|---|
| Andre · Van 2 partsReceipt askedMetro Plumbing Supply, $96.40 on Nov 3 | $618 of $1,500 | Active |
| Luke · Van 3 partsTri-County HVAC Supply, $188.30 yesterday | $1,054 of $1,500 | Active |
| Jenna · Office and permitsCounty permit fee, $145.00 on Oct 30 | $655 of $800 | Active |
Andre orders a capacitor from the supply house's site for pickup, Luke pays a permit fee online. Can each carry a card with a ceiling, and does every charge land under its job with a receipt?
Tri-County HVAC Supply · furnace4,780
Metro Plumbing Supply · fittings1,215
Fleetway Leasing · vans1,380
Supplier bills read off their paper and filed under the job they belong to, checked for a second copy before they are paid.
Ready to close · 4 of 6
- ✓Every row has a categorydone
- ✓Every category and account has a codedone
- ✓No payment waits for a quorumdone
- ○Every expense has a receiptwon't block closing2 van charges without a receipt
- ✓Bills of the month are paiddone
- ○Invoices of the month are paid1 invoice unpaid · Dolores Grant
A closing checklist with a door into each list: rows without a category, rows without an account code, rows without paper, payments without a quorum, and every invoice still unpaid at the close.
The assistant
Ask it who has not paid for finished jobs
Jobs end on the doorstep and invoices go out by the dozen: the composer names the client to chase and offers the reminder. The assistant in full →
- Reading open invoices
- Reading the reminders sent
One client is late: Dolores Grant, 2,640 for the water heater, six days past due after two SMS reminders and no answer. Harlow and the Bennett deposit are not due yet.
What it takes on
- Who is overdue, and what next
- One line per client: how late the oldest invoice is, the reminders sent, what they promised, and one next step with its reason. Write it down and Send it are a press each.
- Receipts from the team
- Who is missing which receipt, and one Ask for receipts that sends each person their own list, with reminders on the third and the seventh morning.
- The week's payments
- The signing queue, the calendar and the forecast as one order: which of the nine fit this week and which two are marked move, with the day money is next expected.
Connections
Paid on the doorstep,
bills by mail
Crews are paid from your own Mercury or Airwallex, clients pay on the invoice's link by card through your own Stripe or by transfer, reminders go by SMS or WhatsApp from your own number, supply bills come by mail, and the month leaves for QuickBooks or Xero.
- Mercury
- Airwallex
- Stripe
- Plaid
- SMS
- QuickBooks
Who does what
Four people,
three crews, a dozen jobs a week
- OwnerSigns Friday's crew batch, reads the margin and the budget of each job, and approves the big supply bills.
- Office managerSends the job invoices and the maintenance plans, prepares the crew batch, pays the supply house, closes the month.
- TechnicianCarries a parts card with a ceiling, books each charge under its job from the phone, and sends the receipt photo.
- AccountantGets the month with every row under its job, and reads the closed period without changing it.
Control and trust
A van card,
never the bank login
- A card, not the bank
- A technician carries a card with a ceiling and sees its own charges, never the accounts, the batches or the reports.
- Prepared by one, signed by another
- Friday's crew batch is over the threshold, so it waits for a signature, and never from the person who prepared it.
- New details wait
- A crew paid before, on a bank account never used, is held until a second person confirms it by phone.
- You sign the mandate
- You sign what a van card may spend and the line above which a payout waits for a signature. Below it the office pays the week; a crew paid on details they typed themselves, or a changed bank account, comes back to a person.
Getting started
Your first hour,
in three steps
Start free with an email: no card, no time limit, nothing to install.
- A space for the companySign up, and the company gets a space of its own, apart from anything personal. The free plan includes one business space.
- One account, and the first rowsConnect one bank, exchange or platform, or drop in a statement in any language. The first rows land in minutes, each with its category.
- One real billDrop in a supplier bill's PDF, and watch it become a bill to pay with its supplier, amount and due date.
All it takes: an email and one bill.
Questions
The questions that come first
Can a client pay on the spot when the job is done?
Yes. The invoice carries a pay link: the client pays by card through your own Stripe or by transfer, and the invoice marks itself paid when the money lands. Reminders follow by email, SMS or WhatsApp from your own number.
How are crews on subcontract paid?
In one batch from your own bank account under the rule you set: above the threshold the batch waits for a signature from someone other than the person who prepared it. A crew is a contact with a bank account and a tax id on its card, not a seat and never a login.
Does a technician see the bank?
No. A technician sees their own card, its ceiling and its charges, and can book a charge under its job from the phone. The accounts, the batches and the reports stay with the people who sign.
How is the parts card funded?
From one prepaid balance the space tops up in USDT or USDC; each card gets an amount from it, and a card or a bank transfer cannot top it up. A card can be frozen or blocked at any time.
Write your first mandate
on a thirty minute call
On your own books: one position, one rule, and the first bill waiting for your button.