Where the margin was hiding

Upload the merchant's bill and get a real job margin

A trade counter docket, a plumbing merchant's statement, a distributor's PDF. It is read into priced line items against the supplier it came from, and each line is billed on at cost, at cost plus your markup, at a fixed agreed price, or not at all — allocated to the job it was bought for.

An invoice you issue is an invoice; one you receive is a bill. The product keeps the two apart on purpose, because the question “what did this job actually cost” has no answer while both are called the same thing.

The materials half of a job becomes a profit figure instead of a hand-typed guess.

A published rate card that prices its own jobs

The rate sheet the organisation publishes to its customers, with a non-member markup computed on top rather than maintained beside it. A job requested at a published rate is approved at that price automatically, on the grounds that the customer already saw it.

Your prices are on the wall, so the small jobs approve themselves.

Memberships that visibly earn their keep

Recurring plans with credits, included callouts and annual inspections, sold and billed through the organisation's own Stripe account, with coupons at checkout and a monthly digest telling the member what their plan actually did for them.

A plan that shows its working is a plan that renews.

Money that arrives explained

How long each client takes to pay, how much lands unexplained, and a remittance advice that turns straight into a batch payment with invoices pre-matched and deductions carried across.

Stop reconciling a bank line against a PDF by hand.

Rent in, remittance out, statement on the screen

Charges generate from each tenancy's schedule; payments and adjustments post against them; arrears age in a queue somebody can work. Tenants pay by card from their own portal.

Collected rent is remitted to the landlord net of the management fee and recorded with the payout reference, and the landlord reads the same rows the agent works from.

The landlord's statement is built from the ledger, not typed into a spreadsheet.

Payroll and pensions read, not re-keyed

Payslips are read from the accounts package the business already keeps its books in — real gross, deductions and net — and each pay period's employee and employer pension contributions go to the workplace provider the business already uses.

The numbers are filed once, by the system that files them properly.