Invoice and job reconciliation
Matches parts, labor and invoices against what actually happened on the job.
Every job produces a paper version and a real version, and they drift. This one reads both, flags the gap, and either corrects it or puts it in front of the one person who should decide. Underbilled jobs stop shipping. Overbilled ones stop coming back as disputes.
What it reads
- The work order, the parts pulled and the labor logged against it
- The invoice that went out, line by line
- Your pricebook, and the agreement or warranty terms that job fell under
What it does
- Compares what was consumed against what was billed, on every job
- Flags underbilled work before the invoice leaves
- Flags overbilled work before the customer finds it
- Routes anything ambiguous to the person who should make the call
What you get back
- A weekly list of jobs where the paperwork and the reality diverged
- Revenue recovered from work that was completed and quietly undercharged
- Fewer billing disputes, because fewer invoices are wrong
Why this one
Most shops assume this gap is small. It is the first thing the count measures, and it usually is not.
Start with the count.
Twenty minutes and read access to your data. We come back with a real number for what is sitting there unclaimed, unreconciled or unfiled. Then you decide whether any of it is worth doing.