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FICTITIOUS EXAMPLE · Harbor Point Plumbing & Air does not exist. Every answer below was invented to show what a real owner's page looks like.from the questionnaire + scan · 2026-09-05
Built for Harbor Point Plumbing & Air · Costa Mesa · based on what you told us

Harbor Point, here's where your office hours go today, and what a system built inside your shop would do about it.

You said the pain is "work done but not billed." Three trucks, Jobber and QuickBooks, one person in the office. That is enough to draw the shop you run today, and the one you could own.

Trucks3 · 6–15 people
Runs onJobber + QuickBooks
Jobs a month120–200
In your words"work done but not billed"
Where this comes fromWHAT YOU TOLD US
01

Billing and collecting, today and with the build

Hours only. We don't guess at dollars; the audit counts those on your paper.

Today · by hand
19+
office hours a month to bill and chase every finished job properly

Your office doesn't have those hours. So the work isn't skipped, it ages: invoices go out late and get chased when someone notices.

→
With the build · the system does the work
≈1
hour a week of your approval, instead of the chasing

The same billing and chasing, done every day by the system. You look at a short list and say yes. The hours that come back to the shop get counted on your paper at the audit, then every month after.

How we got 19:120 jobs × 12 min × 2 touches × 40% ÷ 60jobs, share chased late: what you told usminutes, touches: industry figureEvery term is one you can argue with. The approval hour is our working estimate until the audit measures it.
02

Your shop, drawn

Same shop in both views. Flip the switch to see what gets added underneath it.

your shopwhere hours leakwhat gets builtyou approve
You and the office run every stage · nothing sends itself without you THE PHONEemergency callsbooked in Jobber THE ESTIMATEJobber quotes andJobber's own follow-ups THE TRUCK3 trucks120–200 jobs a month THE INVOICEQuickBooks, sent whenthe office gets to it THE BOOKservice agreements,past customers HOURS LEAK marketing retainer paid,nobody grades it HOURS LEAK finished jobs wait on photos, approvalsinvoices age · 19+ hours a month HOURS LEAK who's due, who lapsed:runs on memory WHERE ALL OF THIS LIVES TODAY Your head · the office person's memory · a spreadsheet somewhere When either of you is out, the shop forgets. Nothing connects Jobber to QuickBooks to the book. ALREADY YOURS Jobber does estimate follow-ups.We won't sell you that. Turn it on. grades it monthly YOU APPROVE same day, into QuickBooks YOU APPROVE renewals, on time later: jobs per truck BUILD 3Marketing scoreboarda report card on the bill you pay BUILD 4 · LATERCapacity viewwhen truck 4 pays for itself BUILD 1 · FIRSTJob-to-invoice closer+ receivables in value order BUILD 2Agreement enginedue · lapsed · next quarter's load every build reads and writes the brain THE SECOND BRAIN · lives on your accounts, under your keys shared by you, the office, and the builds MEMORY every customer, quote and job who lapsed, what was promised, why a decision made once stays made what the shop knows SKILLS how you invoice, how you renew, your pricing rules, your wording written down once, run the same every time how the shop does things CONNECTIONS Jobber · QuickBooks · your phone and email, as a collaborator you can revoke in one click what the shop is plugged into
Today. A job moves left to right the way it does in every three-truck shop. The orange pills are the three places you told us hours leak. Everything the shop knows lives in two people's heads.
03

The problem, the build, and what you get

In the order it would go. Each build runs on the software you already pay for, inside your accounts.

1
The leak · your words"Work done but not billed"Finished jobs wait on photos, approvals or parts. Invoices go out late and get chased when noticed.
The buildJob-to-invoice closer with a ranked receivables queueChecks every finished job the same day. Chases what's out in value order, not date order.
What you getSame-day invoices. A short list to approve each morning.Reconciled to QuickBooks. The 19 hours a month of chasing stop being your office's job.
Why Jobber can't: it shows you unbilled jobs. It doesn't rank them by value or reconcile them to QuickBooks.
2
The leakThe agreement book runs on memoryWho's due, who lapsed, and what each agreement costs to serve is in someone's head.
The buildService-agreement engineTracks every agreement, prepares the renewal paperwork, and shows next quarter's dispatch load.
What you getRenewals go out on time. Lapsed customers come back.Your agreements are why customers stay, and they finally get a number.
Why Jobber can't: agreements at this depth exist only in the enterprise tools, priced per technician.
3
The leakA marketing bill nobody gradesA monthly retainer goes out. Nobody can say what ranked, what called, or what it cost per job.
The buildMarketing spend scoreboardA computed monthly grade of the retainer, from the same scan shown below, run every month.
What you getA report card on the bill.Keep the vendor, replace them, or stop paying, on evidence.
4
The leak · laterHiring and labor cost, on gut feelThe trade's own #1 named problem. Nobody knows when the fourth truck pays for itself.
The buildCapacity viewJobs per truck per day, drive time against wrench time, from dispatch, timesheets and revenue joined.
What you getThe hire decision, with a number under it.Needs builds 1 and 2 running first, so the data exists.
✓

What we won't sell you

Estimate follow-ups and missed-call textback. Jobber already does both and you're paying for it. Turn them on; we'll show you where on the call. Selling you a feature you already own would make us the eleventh web guy.

None of these are promised from the outside. Which are real for Harbor Point, and worth building first, is what the audit decides, on your paper, with you in the room.

04

Where buyers actually find you

Machine-checked, pass or fail. The letters are reserved for what a machine can verify; opinion never gets dressed up as a grade.

ASecure and reachableHTTPS, mobile, loads under 3s
CLead captureform present, no confirmation, no tap-to-call above the fold
BFindableBusiness Profile claimed, 61 reviews, 9 pages indexed
DEmail trustno DMARC record; your invoices can land in spam

The D is the one to fix this week, and build 3 would have caught it months ago. Example grades; a real scan replaces them.

05

Who we are, and how this goes if we work together

Why the diagnosis is free: our business is building the fixes.

Build & hand-off

We build it, train your office person, hand you the keys.

Build & technician on call

Your person drives it; we're the one you text when you want it to do something new.

Build & embedded

Inside your growth, by application. One or two shops at a time.

One call. Nothing to sign. No data leaves your building.

We walk the map above against your real Jobber and QuickBooks numbers and tell you which build is worth doing first. Whatever you decide, the findings are yours.