Cash jobs are the work a customer pays for directly, outside an insurance claim: a quote, the repair, and the invoice. Claimory tracks them with the same profit visibility as claims.
Click Cash Jobs in the left rail. The screen has three views (Active Jobs, Estimates, and Completed), each with its own KPI strip so you can see pipeline value and realized profit at a glance.
Press New Job. Choose New Estimate to quote the customer first, or New Cash Job to skip the quote and start work right away. Job types include Collision, Detail, Wrap, Tint, Mechanical, and Misc.
When a customer approves a quote, open the estimate and press Convert. It becomes an active cash job, carrying the line items over so you do not re-enter anything.
A cash job has its own Activity, Estimate, Financials, and Tasks tabs. From Financials you log costs and labor and create an invoice. Realized profit shows on the list cards and KPIs.
Send a payment link or take payment through your connected Stripe account. The customer pays the invoice from a hosted checkout, and the payment records against the job.
A claim is insurance-funded work tied to a carrier and supplements. A cash job is paid directly by the customer, with no carrier involved. Both track profit, but cash jobs add quoting and invoicing.
No. Use New Estimate when the customer wants a quote, or New Cash Job to start work immediately. You can always add the financial detail later.
Cash jobs and invoicing work on every plan. Taking online payment requires connecting Stripe (available on Professional and up).