Prototypes

Orders move from proforma to completed without paper, with supplier POs, a production-run check, sample loans and the Monday card reconciliation.

A bank statement PDF becomes a journal entry import that ties out to the penny before anything gets coded.

Paperwork-free fittings, tickets and follow-ups that travel with the shop instead of living in a binder.

Review a stack of Schedule K-1s in one grid. Every value links to its source page, and trust checks hold the export until a preparer approves each K-1.

Bills of lading are matched to their packing slips and PO. A person confirms each one before a row lands in the existing shipping log.

True profit per job, crew, customer and service, costed with burdened labor, drive time, fuel, materials and a share of overhead.

Invoices that land in a Google Group are read, routed to the bookkeeper who owns the property, and held for approval before QuickBooks Desktop.

Two-location food cost and variance in one place, with sample invoices and made-up recipes so nothing real is uploaded.

A job cost ledger that keeps cost-to-date, purchase orders and change orders without retyping QuickBooks Online into Excel.

Loaner door and finish samples with who has what, when it is due back, and what is still on the shelf.

A quote builder that opens on a finished kitchen example with live totals, rates and line items in the browser.

K-1-specific review beside TaxDome and Lacerte: source links, activity flags and named approvals before anything is exported.

Job status, loose parts and revision handoffs beside Cabinet Vision / Mozaik, without changing drawings or CNC files.

Phone-first job folders with invoices, subbie days, approved extras and a running margin on the final invoice preview.