Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end.
What it does: Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project.
Also called: Milestone billing, Staged invoicing
Tags: Roofing / Exteriors
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The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability.
What it does: Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue.
Also called: Job profitability, Cost tracking
Tags: Core
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A physical service address associated with a customer, containing all jobs, equipment, and history for that property.
What it does: Separates service history by property so businesses serving customers with multiple locations can track work at each site.
Also called: Service address, Property record
Tags: Core
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