The page should never be the thing you have to keep up to date. Instead:
1 · Mirror, don't link. Every number on the page is read from the one place it is true — the cost sheet,
the invoicing system, the bills, the WhatsApp day log — and stamped with where and when it was read.
2 · Check the pairs that must agree. A bill and the days worked; an invoice and the estimate plus change orders;
the payments and the sheet; the materials and the receipts. When they disagree, the page says so in red — before anyone
has to go looking.
3 · Missing is a failing check. A change order with no document, a draft invoice with money already collected —
those are errors the page reports, not things someone has to remember.
105 E 37th St, Richmond · the page ↗
2 of 6 checks fail — every number below is read from its source, never typed here.
Bill vs the days of record
NEEDS FIXING
The document
1.25 day(s) · $662.50 on bill 523
The record
2 crew-day(s) · $1,060.00 of record
the bill is $397.50 UNDER the days of record
Invoice vs accepted estimate + change orders
OK
The document
invoice #0007 $8,756.00
The record
quote #1400: $5,106.00 + CWO $3,650.00 = $8,756.00
Payments: the invoice system vs the cost sheet
OK
The document
$6,931.00 applied in the invoicing system
The record
$6,931.00 recorded on the cost sheet
Materials on the sheet vs the receipt lines
OK
The document
$1,192.29 on the overview
The record
$1,192.29 across 2 receipt(s)
Labor on the sheet vs days × the crew rate
OK
The document
$1,060.00 booked
The record
2 × $530.00 = $1,060.00
Does the change order have a document?
NEEDS FIXING
The document
CO-0003 $3,650.00
The record
NO document exists — the record is inside the invoicing system only
no document exists for this change order
1701 North Mallory St, Hampton · the page ↗
4 of 7 checks fail — every number below is read from its source, never typed here.
Bill vs the days of record
NEEDS FIXING
The document
6.25 day(s) · $3,437.50 on bill 518
The record
4 crew-day(s) · $2,200.00 of record
the bill is $1,237.50 OVER the days of record
Invoice vs accepted estimate + change orders
OK
The document
invoice #0008 $36,128.00
The record
the cost sheet (no accepted quote in the invoicing system): $34,528.00 + CWO $1,600.00 = $36,128.00
Payments: the invoice system vs the cost sheet
NEEDS FIXING
The document
$0.00 applied in the invoicing system
The record
$8,632.00 recorded on the cost sheet
$8,632.00 collected but not recorded on any invoice
Materials on the sheet vs the receipt lines
OK
The document
$5,819.39 on the overview
The record
$5,819.39 across 8 receipt(s)
Labor on the sheet vs days × the crew rate
OK
The document
$2,200.00 booked
The record
4 × $550.00 = $2,200.00
Does the change order have a document?
NEEDS FIXING
The document
CO-0002 $1,600.00
The record
NO document exists — the record is inside the invoicing system only
no document exists for this change order
The customer's document vs the money received
NEEDS FIXING
The document
invoice #0008 is still a DRAFT
The record
$8,632.00 has been collected
$8,632.00 has been collected against a draft invoice