Two statuses, one file
Sold vs collected. Complete vs closed. When those drift apart, it looks like an ops problem. It is a cash problem.
Get paid
A job can look sold while the deposit never hit QuickBooks. It can look done in Buildertrend while the final was never asked for. Install day is a bad time to find that out.
Agents find sold jobs with no deposit and finished jobs with an unpaid final, then draft the ask tied to the job.
JobNimbus
BuildertrendSold
$48k
Collected
$19k
3 jobs sold with no deposit in QuickBooks.
Sold vs collected. Complete vs closed. When those drift apart, it looks like an ops problem. It is a cash problem.
50 up front, progress draws, COD. We check payments against the terms you already have.
A job that looks sold with no deposit in QuickBooks should flag before the crew rolls, not in the driveway.
Terms stay yours. Tracking payments no longer depends on memory.
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