Get from a finished job to a paid invoice without retyping, bill for service plans, and see your cash coming.
Read this ifYou run a contracting or trade business in California and take down payments and progress payments on residential jobs for owners and tenants.
The home improvement down payment limit in California is $1,000 or 10%, whichever is less. How to set progress payments and keep records that follow the work.
Read this ifYou run a service business and want to see a cash crunch weeks before it hits.
Cash flow forecasting software for a service business: when a spreadsheet, your accounting app, a forecasting app or a view built on your jobs fits best.
Read this ifYou take catering orders by text, phone and email, and track deposits in a notebook or your head.
Catering order management for cafés and restaurants: one record per order with menu, headcount, deposit and balance due, plus the deposit rules to set first.
Read this ifYou’re picking accounting software, or wondering if the one you have still fits how you invoice.
Pick online accounting software for your small business by how jobs become invoices. Ask your accountant, compare real prices, then test one real month.
Read this ifYou’re choosing an invoicing app, or you’ve outgrown the one you have.
How to pick the best invoicing software for a small business: a checklist for deposits, stage payments, payment fees, accounting sync and records.
Read this ifYou sell maintenance agreements or service plans and want them to bill without anyone chasing invoices.
How to pick recurring billing software for maintenance plans: when an app is enough, what to do when cards fail, and California’s auto-renewal rules.
Read this ifYou run a showroom or shop that orders items in for customers and takes a deposit up front.
Special order tracking for showrooms: one record per order with the item, supplier, deposit, promised date and every customer update, so nothing goes missing.
Read this ifYou type finished jobs or invoices into QuickBooks by hand, after they already exist somewhere else.
QuickBooks integration for small business in plain words: what should go across from your job system, four ways to connect, and how to test it.
