Finance · How it works

How Finance works

Invoices and prepays settle on their own, overdue balances chase themselves, and every dollar reconciles across brands — with CPL, CAC, ROI, and LTV in one view.

Automated workflow

WhenQueued

Job completed

Or a prepay was already collected up front

AutoQueued

Invoiced / settled

A pay link goes out for any remaining balance

AutoQueued

Dunning runs itself

Automatic reminders on overdue invoices

AutoQueued

Reconciled & reported

CPL, CAC, ROI, and LTV across every brand & location

What powers Finance

Billing per location or per technician
Pay-by-link, deposits & prepay collection
Automatic dunning on overdue balances
Metered usage (SMS, quotes) — never bundled
Cross-hub reporting: CPL, CAC, ROI, LTV

The other hubs

Each one hands off to the next, automatically.

Marketing

Fill the funnel.

Sales

Close without a site visit.

Operations

Run the work.

See Finance run on your accounts

A 30-minute walkthrough, tailored to the trades you run. No credit card.

Request a demo