BACK OFFICE SKILL · EVERY INDUSTRYJob Closeout
Job Closeout
Get paid faster.
Final invoice, review request, and warranty record, sent automatically.
AT A GLANCE
DepartmentBack office
Works inEvery industry
Runs onQuickBooks, GoHighLevel, JobTread, ServiceTitan, Contractor Foreman
You getPaid faster, with more reviews.
Ways to buyDIY, Installed, or Managed
the final invoice is ready the day the job closes.QuickBooks · JobTread
Every jobgets a review request, not just the ones you remember.GoHighLevel
01 · WHAT IT DOES
What Job Closeout does
Job Closeout handles everything after the last day on site. When a job is marked complete, the final invoice is built in QuickBooks, a review request goes out at the right moment, and the warranty record is created and filed.
Finished jobs stop sitting unbilled, and you collect reviews from every happy client, not just the few you remembered to ask.
02 · THE PROBLEM
The job is done, but the final invoice, the review request, and the warranty paperwork sit for weeks.
Sounds familiar?
Final invoices go out a week or more after the job ends
You rarely ask for reviews
Warranty details live in someone's head
Cash is tied up in finished work
That's us. Book a call →03 · HOW IT WORKS
Step by step
◌ YOUR APPROVALThe final invoice, before it sends.
01The job is marked complete
02The final invoice is built in QuickBooks
03A review request goes out at the right moment
04A warranty record is created and filed
04 · HOW IT CONNECTS
How it connects
Runs on these tools
QuickBooksAccounting, invoicing, and payroll, Online or Desktop.GoHighLevelCRM, texting, and marketing automation for local service companies.JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Contractor ForemanConstruction management for small and mid-size contractors: estimates, schedules, daily logs, time cards, and change orders.Works in every industry
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Agents that run it
BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Stacks it connects
JobTread + QuickBooksPayroll prep from time entries, with approval before postingGoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitServiceTitan + QuickBooksInvoices and payments synced to QuickBooks without re-keyingGoHighLevel + ServiceTitanNew leads create the ServiceTitan customer and book the jobRelated skills
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callIt builds the invoice and waits for your OK before sending.
Google by default, plus any site you choose.
Job details, materials, dates, and warranty terms, filed on the job and sent to the client.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.