Should a Growing Business Hire Office Staff or a Field Tech First?

For the invoices slipping through, I’d start by matching last month’s completed jobs to their invoices. List anything missing or billed short, then check deposits, discounts and work that isn’t due to be billed yet.

Disclosure: I built Recount to flag these gaps from uploaded job and invoice exports, but you can do this check in a spreadsheet too.

Are jobs getting finished without an invoice, or are invoices going out and not getting paid? Those need different fixes.