Common problems we fix
- Insurance payments and supplements not matched to the job they belong to
- Materials and crew costs recorded without a job
- Deductibles and homeowner payments mixed in with insurance proceeds
- Job-level profit that can't be reported until the job is fully paid
How we set it up
Each job is tracked in QuickBooks Online from first cost to final payment. We code materials, labor and subcontractors to the job, match each insurance and homeowner payment to it, and review job cost coding every month.
What you get to see
Job revenue, costs and gross profit per job, including open jobs, so you can see margin while it's still possible to act on it.
Why insurance work complicates the books
A single claim job can involve an initial insurance payment, one or more supplements, a mortgage-company check, a depreciation release and a homeowner deductible, spread over weeks or months. Materials are often bought and crews paid long before the final payment arrives. If payments land in QuickBooks without a job attached, or costs are recorded as general expenses, the job looks unprofitable while it's open and too profitable when the last check clears. Tracking every payment and cost to the job fixes that timing problem.
Questions we hear
Can you track what's still owed on each claim?
Yes. With each payment matched to its job, receivables by job show what's still outstanding.
Do you handle retail and insurance jobs differently?
They're tracked in the same job structure; we can separate them with classes so you can compare margins.
We run a lot of jobs at once. Does this scale?
Yes. High job volume is exactly where per-job tracking pays off.
Want to see what this looks like for your business?
Every engagement starts with a free Books Review of your current books and QuickBooks structure — what’s working, what isn’t and what to do next.