Close the books. Find any record.
Every open dollar bucketed by how late it is, the full history on every customer and job site one search away, and filing-ready reports for sales tax, marketing, and bank reconciliation — without a single export to spreadsheets.
The end-of-month scramble — chasing payments, digging for an old invoice, rebuilding a tax report by hand — becomes three screens you already have open.
Every open dollar, aged at a glance.
Total outstanding up top, then every invoice sorted into buckets by how far past the due date it is. You always know exactly what's current, what's slipping, and what needs a call today.
Accounts Receivable — total outstanding, aging buckets, and what's overdue, all on one screen.
| Invoice # | Status | Customer | Type | Due Date | Days | Total | Actions |
|---|---|---|---|---|---|---|---|
| I-100482 | Past Due | Riverside Property Mgmt | Drain | 04/12/2026 | 38 | $2,140 | |
| I-100471 | Past Due | Oakmont Realty ⊘ DNS | Hydro Jet | 04/18/2026 | 32 | $3,580 | |
| I-100465 | Past Due | Bell & Sons Plumbing | Camera | 04/22/2026 | 28 | $1,260 | |
| I-100459 | Past Due | Harborview Apartments | Drain | 04/28/2026 | 22 | $4,910 | |
| I-100450 | Partial Paid | Cedar Lane HOA | Drain | 05/02/2026 | 18 | $1,840 | |
| I-100442 | Past Due | Monroe Facilities | Drain | 05/06/2026 | 14 | $980 |
Work the past-due list top to bottom.
Filter to past-due in one click, sort by days overdue, and send a reminder with the invoice attached without leaving the row. The accounts that don't pay are flagged before you waste a call.
- Sorted by days past due — the oldest, biggest balances rise to the top automatically.
- One-click reminders — email the invoice and a payment link straight from the row.
- Partial-paid tracked separately — see exactly what balance is still owed on each invoice.
- DNS flags carry through — don't waste a follow-up on an account that won't pay. See billing →
Every job, invoice, and contact — one search away.
Open a customer and their whole history is right there: past jobs, every invoice and what's still owed, all their contacts, and each job site. No digging through folders or asking who handled it last time.
- Full job history — every visit they've ever had, with dates, techs, and outcomes.
- Invoices & balance — what's been billed, what's paid, and what's still outstanding.
- Contacts & job sites — every person and every address tied to the account. See the CRM →
Every address remembers its own story.
A customer can have a dozen job sites — and each one keeps its own running history of notes, past jobs, and files. The gate code, the recurring root problem, the camera video from last spring: it's all on the address, ready for the next crew.
- Notes that stick to the site — access codes, parking, recurring issues — never re-explained.
- Every job at that address — what's been done before, by whom, and what was found.
- Files on the address — camera videos, photos, and reports filed where the work happened.
The reports you actually file — already built.
Sales tax broken out by state and city, a clean customer list for marketing, and a payment report that ties out to the bank. Pick a date range, run it, export. No formulas, no reconciling by hand.
| Jurisdiction | Taxable Sales | Rate | Tax Collected |
|---|---|---|---|
| NJ State Sales Tax | $84,210.00 | 6.625% | $5,578.91 |
| Cherry Hill (Camden Co.) | $31,440.00 | 0.500% | $157.20 |
| Philadelphia City | $22,180.00 | 2.000% | $443.60 |
| Camden City UEZ | $9,860.00 | 3.3125% | $326.61 |
| Total | $147,690.00 | — | $6,506.32 |
Sales tax split out by state and every city / local jurisdiction — copy the numbers straight onto the filing.
Sales Tax Reports
Tax collected, broken out by state and by every city or local jurisdiction you serve — built to drop straight onto your filing.
- State & city rates split out
- Any month or quarter
- Export to CSV for filing
Customer Reports
Pull a clean, filtered customer list — names, emails, service history — ready to drop into your email and marketing tools.
- Email lists for newsletters
- Filter by service or area
- Win-back & re-marketing
Payment Reports
Every payment by method — cash, check, card, ACH — totaled and dated so deposits tie out to the bank statement.
- Split by payment method
- Match deposits to the bank
- Settlement-level detail
The back office, framed as outcomes.
Know what's owed, today
Total outstanding and every aging bucket on one screen — no spreadsheet to rebuild each morning.
Collect without the chase
Work the past-due list by days overdue and send a reminder with the invoice from the row.
Answer any question in seconds
Customer and job-site history — jobs, invoices, contacts, notes, files — one search away.
File and reconcile, fast
Sales-tax, marketing, and payment reports built and ready — pick a range, run it, export.
Coming from QuickBooks, Jobber, or Housecall Pro?
We bring over your customers, open balances, and payment history so the books keep tying out without a gap on day one.
Run the back office from one screen.
15-minute demo. We'll pull up a live AR aging view, open a customer's full history, drill into a job site, and run a sales-tax report you could file today.