Mostly clean. Two problems to fix before trusting profit numbers.
- Customers match across your job software and your books
- Payments from the last 30 days tie to bank deposits
- 23 invoices never reached QuickBooks$18,979
- 4 invoices have totals that don't match between systems4 invoices
Sent to your bookkeeper with the list. Profit by job type below excludes the affected jobs.
Two more quotes passed 14 days with no answer overnight. That makes 18 open quotes worth $61,598, led by two repipes.
- 1Call the 18 open quotes, starting with the two repipes$61,598
All are more than 14 days old with no response. Steady follow-up typically wins back a share of these.
- 2Collect from the 12 late payers already on next week's schedule$38,818 late in total
75 invoices are more than 30 days late. 12 of those customers have a visit booked, so ask before the truck rolls.
- 3Look at drain cleaning pricing25% vs 46% margin
Your busiest job type (1,137 jobs) is your least profitable. Water heater installs earn 46%.
Also the least profitable, at 25% margin against 46% for water heater installs.
One tech closes 74% of his quotes. The rest of the team closes about half.
One tech's callback rate is more than double the shop's.
- “Which job types made the most money last quarter?”
- “Who owes us more than $1,000 and is on the schedule this week?”
- “Will cash be tight in the next 30 days?”
Sample shop. Names and numbers are fictional.
