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    Claimory
    Cash Jobs

    Customer-pay work belongs on its own board

    The tint job, the wrap, the uninsured fender, the mechanical work a neighbor brought in. Claimory gives that work its own record with a customer, a quote, costs, payments and a balance, on a board that never mixes with the insurance claim pipeline. The shop quotes it, converts it, logs what it spends and sees what it actually earned, without any of it landing in insurance revenue.

    The Claimory cash jobs board for a collision repair shop, showing tabs for active jobs, estimates and completed work, four figures across the top for jobs in progress, projected profit, cost and realized profit, and job cards each carrying the customer, the vehicle and its quoted, costs and profit figures.
    Opening the job

    Most jobs start with a quote

    Claimory asks which kind of start this is before it asks you anything else, because a price the customer has not agreed to yet is not a job in the shop. The two paths keep quoted work and live work counted separately from the first press.

    1. New Estimate

      Quote the customer first

      The customer wants a number before they commit, which is most of this work. The quote is its own record with its own status, so it can sit in Sent for a week without pretending to be a job in the shop. When the customer says yes, Convert turns that approved quote into an active cash job and carries the pricing over.

    2. New Cash Job

      Skip the quote, start work

      The car is already here and the price is already agreed, so there is nothing to quote. This opens the job straight away through a four-step wizard: the type of work, the customer, the vehicle, and what you expect it to cost you in labor, parts and everything else.

    The Claimory cash jobs board with the New Job menu open, offering New Estimate to quote the customer first or New Cash Job to skip the quote and start work, with a note that most jobs start with an estimate.
    Quotes that have not closed yet

    A price you gave in May should not still read live

    The estimates tab of the Claimory cash jobs board with every status shown, listing counts for drafts, sent and approved, a total pipeline value, and estimate cards carrying the customer, the job type, the vehicle, the total, a Draft, Sent or Approved badge and a Convert button.
    1. 01

      Draft and Sent

      A quote you are still building and a quote the customer has. The Estimates tab counts each state on its own, so the question of how many quotes are sitting with customers right now has a number on it rather than an opinion.

    2. 02

      The countdown

      A quote carries an expiry date. Inside a week the card starts showing the days left, inside three days it turns urgent, and once the date passes it reads Expired on the face of the card. A stale price stops looking like a live one.

    3. 03

      Approved, and what it is worth

      Approved quotes keep a Convert button on the card, and the Pipeline Value figure above the list totals the work that has been quoted and not yet turned into jobs. That is the number a shop owner actually wants on a Monday.

    Inside one cash job

    Total cost, received, outstanding and what is left over

    The work
    A cash job is typed as Collision, Detail, Wrap, Tint, Mechanical or Misc, and it moves through Pending, Active, Complete and Delivered. The type is what your reporting groups by later, so tint work and customer-pay collision never end up in the same bucket.
    The car
    Year, make and model, plate, color and VIN sit on the job itself, and the vehicle's location is its own field: In Shop, With Customer, At Tow Yard, At Auction or Other. A job whose car is not in the building says so at the top of the record.
    A single Claimory cash job open on its financials tab, showing the customer and vehicle, the schedule marked On Track with its start and due dates and a days-in-shop count, quoted, costs, received and profit figures, a quick log panel, and cards for total cost, received, outstanding and profit.
    The clock
    A start date, a due date, and a days-in-shop count that keeps running. Past the due date the schedule block turns over to Overdue, which is visible on the job and on its card in the board.
    The paper trail
    Activity, Estimate, Files, Financials and Tasks each get their own tab on the job. Quick Log writes the nine things that actually happen on customer-pay work, from Quote Sent and Customer Approved Scope through Parts Ordered and Payment Received, in one tap rather than a typed note.
    What the job is worth

    A quoted margin and a booked margin are not the same money

    Most shops running customer-pay work on a spreadsheet only ever see the first one. Claimory carries both across the active board, so a month that looked strong on quoted margin cannot hide that very little of it has actually been collected.
    Projected profit
    Quoted minus projected costs, across active jobsWhat the work is supposed to make. It reads the price you quoted and the labor, parts and other costs you entered when the job was opened, so it exists from the first minute of the job and never waits on paperwork.
    Realized profit
    Payments received minus costs, across active jobsWhat the work has actually made so far. It reads money that has landed and costs that have been logged against the job, so a job quoted at a healthy margin with nothing collected yet does not get to flatter the board.

    Find out what your cash work actually earned

    Put last month's customer-pay jobs in and read the booked margin rather than the quoted one.

    Straight answers

    Questions shops ask about cash jobs