A shop did $800,000 and the system recorded no sales at all
Six months of work went straight onto invoices. Every dollar landed, and the sales number stayed at zero.
I opened the account and the revenue was real. Six months in, money in the bank, trucks running, everybody paid. The sales figure underneath it read zero.
Their office had been writing work straight onto invoices. It is the fastest way to get a job closed and billed, and for six months it worked, because the cash showed up. What it skipped was the estimate, and the estimate is where the system learns that somebody sold something.
The money was right. The story of how the money arrived was missing, and that story is what every decision after it runs on.
So the owner had no close rate. No average ticket he could trust. No way to tell which tech sold and which one just showed up, and no follow-up list either, because a job with parts on order and no estimate behind it has nowhere to sit and wait.
Nothing was broken and nobody was cheating. A shortcut that saved the office ten minutes a job wiped out six months of evidence, and the only reason anybody found out is that somebody went looking.
Pull last month's completed work and count how many of those jobs have an estimate attached. If the count is low, your sales reporting is measuring paperwork habits instead of selling.
The notebook is where this turned up. If you want it fixed rather than described, that is a free pricebook audit, over at Titan Tech Tools.
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