Unbilled Jobs — never lose track of work that's ready to invoice
Completed jobs were silently going unbilled because office staff had no single place to see them. Unbilled Jobs fixes that with a dedicated queue, smart per-job controls, and visibility on every job page.
What's new
📋 The Unbilled Jobs queue — a new page at Jobs → Unbilled (also a sidebar item with a live count badge). Lists every job in a "ready to bill" status that doesn't yet have a finalized invoice. Each row gives you the right next action in one click: Create Invoice, Add Products, or Review Draft.
⚙️ You decide what "ready to bill" means — a new Billing tab in Settings lets you flag any job status as a billable trigger (e.g. Completed, Signed Off, Ready to Invoice). Toggle on and the queue picks up matching jobs immediately. Toggle off any time.
🚫 Mark jobs as Not Billable, with a reason — some completed work shouldn't be invoiced: warranty calls, service-plan visits, internal or comp work, jobs bundled into a parent. From any unbilled row, click the ⋯ menu and pick a reason — the job leaves the queue but stays auditable.
Reasons supported: Warranty, Service Plan, Internal, Bundled (parent), Other. Reversible from the Job page.
🏷️ Default reason per Job Type — if you have a dedicated Warranty Callback or Internal Maintenance Job Type, set its Default Non-Billable Reason once. New jobs of that type are pre-marked so they never land in the queue by mistake.
💰 Billing summary on every Job page — a new panel shows Invoiced / Paid / Outstanding at a glance, with a per-invoice breakdown when there's more than one. Backed by Paylines so split payments attribute correctly.
Why it matters
No more silent leakage. If it's signed off and not billed, it's on the queue.
One screen, multiple trades. Per-tenant status configuration means HVAC, fire safety, plumbing, electrical, cleaning, and facilities operators can each define "done" their own way.
Office workflow, not field admin. Marking a job non-billable is a one-click reason picker.
Per-job clarity. Every Job page now shows what's been invoiced and what's still outstanding — without leaving the record.
Getting started
Go to Settings → Billing and turn on the job statuses that mean "ready to bill" for your business.
(Optional) Open Settings → Job Types and set a Default Non-Billable Reason for any types that should be excluded automatically.
Open Jobs → Unbilled in the sidebar — your queue is live.
Available now on all plans where Jobs and Invoices are enabled.