Pending + Done jobs only. Status changes from the Jobs dashboard reflect here live.0 jobs
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Source:
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Office:
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A cycle runs Thursday → Wednesday (Eastern). Every stop on an installer's schedule in it is on the draft — installation, field task, job — done or not: they are paid for showing up. Change an amount, hold a stop to next week or drop it for good (with a reason), add an adjustment, then Pay this cycle before Thursday 5 pm. Paid, it is frozen and the installers see it in their app; a correction goes on the next cycle as an adjustment.
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Every entry below is a legal/payment name the Payments-tab matcher checks against incoming Zelle / TD notifications. A contractor can have multiple names (DBA, spouse LLC, holding company). Any one match auto-attributes the payment.
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+ Add Company Name
For payment matching on Zelle / TD notifications.
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Send Weekly Reports
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+ Add Adjustment
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Adds a one-off line to this contractor's next report. Use negative amounts to reduce what they owe (e.g. "Overpaid last report"), positive to add (e.g. fee, charge-back).
Adjustments
One-off line items that fold into the next contractor report. Stay here until you actually send that contractor's next report.
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Partners Reports
Pay partners their share of contractor-paid jobs. Send the statement, then click K on each job (or Mark all paid) once the partner has been paid.
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Cancel Job (Finance)
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Pick the reason for finance-cancelling this job. The job stays Done in the Jobs page — only the Finance dashboard marks it as cancelled. The Finance-Cancelled webhook fires on confirm.
Archived Jobs
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Archived jobs are hidden from Finance and the Jobs dashboard. Restore one to bring it back.