How-tos for local service owners | Deeplathe

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Automations

Retainage tracking for concrete contractors: a monthly list of holdbacks that are finally due

A monthly email lists retainage that is finally due, with drafted invoices. Cash you earned stops sitting…

Before: bookkeeper matching packing slips; after: email flagging a $142 PRV on a Ferguson bill missing from the invoice.

NEXTAutomations

Before: owner updating a retainage spreadsheet; after: a 1st-of-month email listing Hillcrest Plaza retainage due with a drafted invoice.