Claimory is the management layer for collision shops. Cash jobs (customer-pay PDR, touch-ups, lease-return repairs, classic restorations) get their own workflow inside the same platform you use for insurance claims, without mixing the two. Quote, deposit, schedule, log parts and labor, collect the balance before pickup, and never lose a customer-pay job to a sticky note again. Cash job management unlocks on Professional at $129 per month per location.
A cash job is any repair the owner pays for directly instead of running through insurance. Common examples: a small dent on a lease return the customer wants fixed before turn-in, a fender bender the driver does not want to report to their carrier, a touch-up on a used car before resale, or a classic car restoration billed by the hour. The work is billed to the customer, not an adjuster, so the shop uses a quote and final invoice instead of an estimate and supplement.
Write an itemized quote with parts, labor, and materials. Send it, collect a deposit when the customer approves, and convert the quote to an active cash job in one click. Schedule the start date, assign the tech, and log parts and labor as the work moves through the shop. When the work is done, the quote becomes the final invoice and any unpaid balance flags before the vehicle leaves the lot.
Cash jobs live on a dedicated cash job board, not the claim pipeline. Your insurance work and customer-pay work never mix. The owner sees a single dashboard view (claims plus cash plus loaners plus AR) but the day-to-day boards stay clean. PDR, touch-up, full-panel refinish, mechanical, detailing, restoration: categorize the work so reporting splits which job types actually make money.
Log parts and labor as the job runs. Claimory compares actual cost to quoted price so you know whether each PDR panel, touch-up, or restoration actually made money. Reporting splits cash revenue from insurance revenue so you can see what customer-pay work is contributing each month, not just at year-end tax time.
The shops most likely to lose money on cash work share two patterns: deposits that never got recorded, and final balances that walked off the lot when the customer paid 'next week'. Claimory records every payment by method (cash, check, card, ACH), shows the running balance on the job, and surfaces unpaid jobs before vehicle delivery. A shop running 12 cash jobs a month at a $650 average ticket that loses one balance a month to walk-offs is a year of subscription paid back in 30 days.
Quotes that have not been approved after your follow-up window surface on the dashboard. The customer who asked for a fender quote two weeks ago and never replied is back on the radar instead of buried. Conversion improves because you are not relying on memory.
Cash job management unlocks on Professional at $129 per month per location and higher. Starter at $49 focuses on insurance claims. There are no caps on cash jobs, quotes, or job types on Professional, Elite, or Enterprise.
Claims have an adjuster, a carrier, an estimate, and supplements. Cash jobs have a customer, a quote, a deposit, and a final invoice. Claimory uses separate records for each. Claims live on the claim board with supplement aging. Cash jobs live on the cash job board with deposit and balance tracking. Reporting splits cash revenue from insurance revenue.
Yes. Claimory records deposits and final payments by method: cash, check, card, or ACH. If your shop processes cards through a terminal or payment gateway, log the transaction against the cash job and the balance updates automatically. Outstanding balances are flagged before vehicle delivery so nothing leaves the lot unpaid.
Yes. Once the customer approves the quote, convert it to an active cash job in one click. The itemized pricing carries over to the final invoice. If costs shift during the work, you update the invoice and the customer sees the change before pickup.
PDR, touch-up, full-panel refinish, customer-pay collision, mechanical, detailing, restoration. Categorize the work however your shop labels it. Reporting splits which job types actually contribute the most margin.
No, by design. Cash jobs have their own dedicated board so the claim pipeline stays clean for insurance work. The owner has a unified daily view, but the day-to-day boards stay separate so cash jobs do not get lost among 60 active claims.