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Cash and Numbers
Nobody can see which jobs make money, the big accounts pay net 60, and the lender wants a report you build at 11pm.
- Price
- $4,000 to $6,000
- Delivery
- 4 to 6 weeks
A Cash and Numbers engagement builds one live view of the money from the field software and QuickBooks the business already runs on. It is business systems consulting for owners who need job costing, a cash view and a lender pack without a finance hire.
QuickBooks and your field software, in one dashboard
ServiceTitan, Housecall Pro, Jobber and QuickBooks each show part of the picture. We connect them and put the numbers that matter on one screen you can open on your phone: revenue by week, margin by job type, cash in the bank after debt service.
Job costing for contractors
Every job gets a cost, a price and a margin. Every customer gets a total. The accounts that lose money get flagged, and you decide what to do about them with a number in front of you instead of a feeling.
Lender reporting that builds itself
If a bank or a board wants a monthly pack, it should come off the dashboard, not off your evening. We build the pack once and it updates itself.
What gets built
- One live dashboard from your field software and QuickBooks
- Job costing by tech, job type and customer, with negative-margin accounts flagged
- Cash view: AR aging, debt service, payroll runway
- Collections that run without you: invoice on job close, reminders, card on file, deposits
- Monthly lender or board pack
- Alerts for the five numbers that keep you up
- Price
- $4,000 to $6,000
- Delivery
- 4 to 6 weeks
The walkthrough picks the builds your shop needs. You get a one-page brief with the exact price before anything starts.
Questions about Cash and Numbers
Before you ask.
You need books that are roughly right. If they are not, we will tell you that in the walkthrough and point you to someone who can fix them before we build on top.
Usually a small web app we build and host under your account, reading from your existing systems. No new software subscription to us.
Knowledge and Handoff
What the owner knows, written down and in a system you own.
Crew and Field
Dispatch, field workflow and training the techs helped design.
Customers and Phones
After-hours calls, RFQs and estimate follow-up that do not fall through.
Custom Build
The tool no off-the-shelf software does for your shop. You own the code.
All five
The Year-One Pass
The five lines sequenced across your first twelve months.
Tell us about the shop.
Thirty minutes. You describe the business. We tell you what we would fix first and what it costs. No deck.