Let Claire take on invoice checks, purchase-order preparation and the daily work of keeping costs connected to jobs. Bring ServiceTitan, supplier invoices and QuickBooks into the same workflow—and see the financial picture before the month is closed.
Capture the invoice
Match the job & coding
Review the exception
Create supported PO or bill
Review supplier invoices and suggested job matches in AP / Cost Capture before putting costs on the job. Demo records shown.
Click to enlargeBring a supplier invoice export into Company Console and create ServiceTitan purchase orders or QuickBooks bills. Surface missing job numbers, unmatched jobs, duplicates, credits and bill/card overlaps. Put the office’s attention on the exceptions instead of entering every line again.
Check job type, business unit, conversion opportunity, sold-by credit and technician splits against your rules. Open the invoice and the evidence together, resolve the correction and move the batch forward.
Upload an invoice PDF or image and turn its fields and line items into an editable draft. Match the vendor, account and job while the original document is beside the work. Keep purchases attached to the jobs that created them.
Bring decisions, blockers and completed accounting work into a daily workspace. Cross-check ServiceTitan, the books and bank activity to find missing deposits or short exports, and work out card deposits from their underlying batches.
The P&L estimate brings projected revenue, cost of goods and operating expenses into a familiar accounting layout. Open the method behind an account and see how earlier estimates compared with the closed month. Make operating decisions while there is still time to affect the result.
Invoice-batch checks, cost capture, purchasing workflows and daily accounting checks. Your team works through the decisions and exceptions in the same workspace.
Yes. The supplier invoice workflow connects purchases to jobs and creates ServiceTitan POs.
Yes. The monthly P&L estimate shows revenue, cost of goods and operating expenses as the month develops.
Start with the work your team wants off its plate.