Every dollar tied to its job.
The full money stack: invoices, payments, cash, commission, payroll and mortgage on the same record as the work.
Everything the work needs.
Invoices
- Days open counts on every open invoice and stops when it closes
- A prepayment request is created for each invoiceable deposit requirement
Payments
- A payment must be complete before it leaves draft
- Payments apply to the matching deposit requirement
- An applied payment is reversed, not deleted
- Invoice and receivable totals update as payments land
Receivables
- One summary per contract: received, credits, net sale, open balance, days open and status
Cash flow
- A received payment becomes a settled cash entry
- Job cost lines plan the cash going out
- Direction and category fill in for you
- Status only moves forward
- Balances recalculate across periods when anything changes
Commission
- Commission is calculated from the job and each person’s role
- Approving a commission job approves its entries
- Approved commission collects in a batch for the pay period
Draws and payroll
- Draw requests are checked against what is earned
- An approved draw is issued and tracked on the person’s draw account
- Pay periods are generated ahead from payroll settings
- Payroll prep calculates each pay period
- A payroll run creates a payout for each person and settles draws
- When cash settles, paid status carries to the run, payouts and commission
Mortgage
- A mortgage payment opens a mortgage case with its check records
- Releases update the check and the case totals
- Release forms prefill from the check
Bank and periods
- Each bank account keeps a running balance by period
Three modes. You stay in charge.
Planned. AI works inside the same rules as every person on your team.
Audit
Reads invoices, payments and cash flow. Finds the invoices open longest and payments missing a link. Writes nothing.
Plan
Proposes follow-ups and cash timing. You review and approve every change.
Execute
Acts only when you authorize it.
One record, from first contact to final result.
Every unit of work is an Action. The Result of each Action decides the next one, so nothing is left without an owner or a next step.
Single source of truth
One record for each project. Notes, calls, photos, results and points stay with the record, not with a person.
Canonical
One rule set. The same rules apply on the phone, on the desktop and in every module.
Action engine
Actions AE runs every step. An Action ends with a Result, and the Result decides what happens next.
Deterministic
The same Result leads to the same next step every time. Nothing is guessed.
Nothing forgotten
A case always has a next action until a final Result closes it.
Cradle to grave
Each module hands its record to the next: lead, deal, work, money, claim and warranty.
Setup is guided and short. Each product is optional, so you start with one. Specified behavior of the platform; products open as listed.
What gets fixed.
| The problem | The answer |
|---|---|
| Nobody can distinguish billed, collected and outstanding money. | Show the amount requested, received and still due. |
| Collection follow-up gets forgotten. | Associate outstanding money with an accountable next Action. |
| Payments are difficult to match to the correct customer or work. | Preserve clear relationships between payments, customers and the obligations they satisfy. |
| Revenue looks healthy, but the economics of the work are unclear. | Bring the relevant revenue and cost information into a defined financial view. |
| Financial handoffs require repeated entry and reconciliation. | Preserve consistent references between connected financial and operating records. |
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