PR-5701 · Live
Chem Ledger
When the AR Specialist opens a Job to invoice, the chem usage submitted from the field is already priced and on the Job. The pricebook lookup and the markup math are not part of how she gets there. Billed per Job invoiced.
The promise
When a Job is ready to invoice, the chem line items are already on it. The pricebook lookup and the markup math are no longer hers to do.
What it’s built from
The capabilities assembled into this product.
How it works
The path from input to value.
- 01
A Job becomes ready to invoice
When a Job hits a ready-to-invoice state with chem-usage forms attached, the chems on it are picked up right then. By the time the AR Specialist opens the Job, the chem work is done.
- 02
Chems priced against your pricebook
Each chem captured on the Job is looked up in the pricing source the AR Specialist already maintains. Rounding, minimums, markup, and customer-specific rules apply the way she would apply them.
- 03
Clean captures land; flagged ones queue
If everything checks out, the priced line items write to the Job's billable section. Captures flagged for review (a new customer, a quantity that looks off, an unmapped chem) sit in a short queue she opens with one click.
- 04
Every decision is on the Job
When a customer questions a chem charge weeks later, the AR Specialist opens the Job and sees the chain. The tech's form, the chems read off it, the rule applied, the line that landed. One place, no archeology.
The day before. The day after.
Same moments. Lived differently.
Fourteen closed Jobs to invoice. Eight have chem-usage forms she needs to price by hand: pricebook lookup, markup math, line-item typing.
7:45 AMFourteen closed Jobs already priced. She clears two flagged captures in five minutes, then opens the day's aging report with twenty minutes to actually read it.
7:45 AMBefore
Fourteen closed Jobs to invoice. Eight have chem-usage forms she needs to price by hand: pricebook lookup, markup math, line-item typing.
After
Fourteen closed Jobs already priced. She clears two flagged captures in five minutes, then opens the day's aging report with twenty minutes to actually read it.
Six clean invoices go out. Eight chem-heavy Jobs are still mid-pricing; she flags them to finish after the morning cadence calls.
8:15 AMAll fourteen invoices out on time. She's already started on the morning cadence list, ten minutes ahead of her usual start.
8:15 AMBefore
Six clean invoices go out. Eight chem-heavy Jobs are still mid-pricing; she flags them to finish after the morning cadence calls.
After
All fourteen invoices out on time. She's already started on the morning cadence list, ten minutes ahead of her usual start.
Cadence calls start with three unbilled Jobs nagging at her. The thirty-day conversations feel rushed; her head's on the chem work waiting after lunch.
9:00 AMCadence calls have her full attention. Three customers pay over the phone with a card; one promises Friday and she logs the promise verbatim.
9:00 AMBefore
Cadence calls start with three unbilled Jobs nagging at her. The thirty-day conversations feel rushed; her head's on the chem work waiting after lunch.
After
Cadence calls have her full attention. Three customers pay over the phone with a card; one promises Friday and she logs the promise verbatim.
Sixty-day calls compressed into forty minutes. The unbilled Jobs from morning still on her list, blocking the harder accounts.
1:15 PMSixty-day calls get the full hour the Controller has been asking for. Two payment plans land; one escalates cleanly to the Service Manager.
1:15 PMBefore
Sixty-day calls compressed into forty minutes. The unbilled Jobs from morning still on her list, blocking the harder accounts.
After
Sixty-day calls get the full hour the Controller has been asking for. Two payment plans land; one escalates cleanly to the Service Manager.
DSO down a day. She knows it could be down further if chem-heavy invoices weren't slipping a day on principle.
4:45 PMDSO down three days, same-day billing holding on every Job. The Friday packet quotes the cleaner trend, and the Controller notices.
4:45 PMBefore
DSO down a day. She knows it could be down further if chem-heavy invoices weren't slipping a day on principle.
After
DSO down three days, same-day billing holding on every Job. The Friday packet quotes the cleaner trend, and the Controller notices.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not aggregate commercial chem usage into a month-end invoice. A sibling Product handles period-end roll-ups.
- ×Does not generate the invoice itself. The FSM generates the invoice at Job close from the priced line items already on the Job.
- ×Does not author or maintain the chem pricebook. The AR Specialist still owns what each chem costs.
- ×Does not score, rank, or coach technicians on chem-usage data.