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Bill the job

Who paid? Who's 60 days late?

JobsiteBooked's field service reporting software shows contractors who owes them, how late, and what each job made. You call the oldest balance first, and your accountant gets sales tax by rate.

  • Unpaid balances sorted into 30, 60 and 90 days late
  • Profit and margin on every job, crew hours and parts counted
  • Sales tax by rate for the dates your accountant asks for
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  • Month to month, cancel any time
JobsiteBooked Reports page with cards for who owes and how late, payments due, sales tax, payments and job profit
Owner's phone listing overdue invoices by days late, with Remind buttons and one reminder already sent.

Where it sits

Reporting sits in Bill the job

  1. Land the job

    Online booking · Estimates · Review requests · Marketing · Website

  2. Run the job

    Scheduling · Crew app · Job photos · Time tracking · Integrations

  3. Bill the job

    Invoicing · Payments · Expenses · QuickBooks sync · Reporting

  4. Bring them back

    Texting & inbox · Reminders · Customer portal · Customer list

Reporting

The answers used to live in your texts

Three questions owners ask every week, and the screen that answers each.

  • Who paid

    Every balance, sorted by how late it is

    Friday night you scroll Venmo and your texts to work out which of 60 accounts paid. The three who didn't get another text, and the evening is gone.

    Payments due lists every overdue invoice with its days late, worst first. A second report splits each customer's balance by age, from current to over 90 days. You call the oldest one first.

    • Balances by days past due
    • Each customer's balance, totalled
    • Payments coming due, listed
    Who owes and how late report: $1,095 in the 1 to 30 days late bucket, three overdue clients with Send reminder buttons
    Balances by days past due

  • Between jobs

    The loose ends, waiting on your phone

    Noon in the truck, you try to remember what's hanging. A quiet estimate, an uninvoiced job, a missed call: each one is money left sitting.

    Open the Android app and Home is on your phone. Needs you lists new requests, quotes to follow up, finished jobs with no invoice, overdue invoices and missed calls. Today's visits and what you're owed sit below.

    • Needs you: quiet estimates, uninvoiced jobs, missed calls
    • Today's visits, in order
    • Money owed: for the owner's eyes only
    The owner's Home on the JobsiteBooked phone app: missed calls, quotes to follow up, ready to invoice and overdue
    Home on the owner's phone

  • Lumber's up

    The jobs under your margin show up

    First fence of the season, and lumber has gone up since last fall's bids. You built it at the old price and can't say if it cleared 30%.

    Each job's money section sets what you charged against what it cost. That means parts from your price list, the crew's clocked hours at your labor rate and every receipt. A line with no cost gets flagged, so a job never looks better than it was.

    • Revenue, line costs, labor and expenses per job
    • Profit and margin on every job
    • Lines missing a cost, flagged on the job
    A furnace replacement flagged under a 35% margin target, with one line marked No cost set and a 24.8% margin
    A job's profit and margin
Gutter installer at the foot of his ladder below new white gutters

Fall cleanings used to leave me a pile of balances I'd lose track of. Now I see who's past 60 days and call them before they hit 90.

Brian C.Gutter company

How it works

Where the reports get their numbers

  1. Work the job

    Your crew times each visit and picks parts from your price list. You add the job's receipts.

  2. Open Reports

    Pick the dates and see payments due, balances by days late and sales tax by rate.

  3. Call the late ones

    Start with the over-90 column, then send your accountant the sales tax figures.

Related features

What feeds the reports

Questions about reports and money owed

What reports does JobsiteBooked have?
JobsiteBooked reports money owed by days past due, each customer's balance, every job's profit and sales tax by rate. You also get each week's payroll hours as a CSV, and a Home dashboard.
Can I see who owes me money and for how long?
Yes: Payments due shows each overdue invoice and how many days late it is, the worst at the top. Another report splits each customer's balance into current, 1-30, 31-60, 61-90 and over 90 days. You know who to call first.
Can I see whether a job made money?
Yes: each job lists what you charged, its line costs, the crew's labor and its expenses. Then it shows the profit and margin left. Parts picked from your price list carry their cost, and a line with no cost is flagged.
Is there a reporting dashboard for the owner?
Yes: JobsiteBooked opens on Home, which shows what needs you, jobs by stage, money owed and missed calls. In the Android app, your phone's Home has what needs you, today's visits and what you're owed.
Can I pull sales tax for my accountant?
Yes: the sales tax report shows each rate's taxable amount, tax charged and tax collected for your dates. Invoices, payments and customers also sync to QuickBooks Online, so your bookkeeper works from the same numbers.
Can I see which lead sources send me work?
Yes: every request carries the source it came from, and Home counts the new requests from each source. Next season, you know where the work came from.
Contractor checking the day's jobs on a tablet in the workshop before heading out

We do the setup

Know who's late before Monday's first call

We do the setup: your services and prices, your customers, each crew member's personal link to the crew app, and your website. Send your next invoice, and it comes off what's owed the moment it's paid.

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  • Free trial, no card
  • Month to month, cancel any time