Sample desk · Home services / trades · lane: billing

Billing & payroll: what the agents did today

Your desk · Billing & payroll · Home services / trades5 done · 1 needs you · 1 queued
Done today
  1. Invoices sent for 6 finished jobs
  2. Payments matched to invoices
  3. Time cards checked against the schedule
  4. + 2 more done today
Queued
  1. Reminders for two overdue invoices
Needs your yes
  1. Approve this week's payrollDrill deeper ▸

What agents do hereAn agent invoices each job when it closes and gets payroll ready from the time cards. Payroll waits for a person.

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Billing & payroll, in a home services business. Where next?

  1. Drill deeper
  2. Next lane: Leads & estimates
  3. Back to the home services desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.