Written spec · Sample
Finished jobs become draft invoices
Price valid 30 days
1. What you told us
The system everything depends on: QuickBooks Online, plus a project tracker for jobs.
What it won't do: "QuickBooks can’t see when a job is finished in the other tool. Invoices go out late and extra work gets missed."
What that costs today: measured in section 6.
2. What we will build
Every finished job becomes a correct draft invoice in QuickBooks, built from the work that was recorded.
3. Outcomes, tested on your data at handover
- When a job is marked complete in the project tracker, a draft invoice exists in QuickBooks within one business day, with lines taken from the recorded work, not from memory.
- Time or items that were done but never billed are listed before the invoice is sent, not found at year end.
- Work that was not on the original quote is not invoiced until it is agreed in writing.
- Monday morning, a one-page list of who owes what is in the owner's inbox. The owner does not open QuickBooks to get it.
4. Out of scope
- QuickBooks reminders, aging reports and payment recording. QuickBooks already does these.
- Replacing QuickBooks
- Collections past 45 days (handed to the owner)
- Cleaning up invoices from before the go-live date
- A second capability
- Running it afterwards (that is ongoing support)
5. Systems touched
- Project tracker
- read only, via its API
- QuickBooks Online
- written to, draft invoices only
- the Monday list
We do not change how QuickBooks or the tracker work.
6. Baseline, measured before work starts
- Days to collection
- [current value]
- Hours a week chasing invoices, and by whom
- [current value]
- Invoices a month
- [current value]
- Open receivables
- [current value]
You sign off on these numbers before we build.
7. Timeline
- Week 1 to 2
- connection and server
- Week 3 to 5
- the capability
- Week 6 to 8
- handover, instructions, training
8. Price
$7,500 fixed.
- On signature
- $2,500
- At demo
- $2,500
- At handover
- $2,500
9. If we cannot connect
Some systems will not connect cleanly and this cannot always be known in advance. If the connection cannot be made, the engagement stops after stage one and nothing further is owed.
10. Acceptance
Every outcome in section 3 is tested one at a time on your real data at handover. If one does not pass, we keep working at no additional charge until it does.





