Owner questions, answered from your own paperwork
No separate data entry: the numbers compute from the jobs you complete and the invoices you keep current.
Busy isn't the same as paid
You know you worked every day last month. What you don't know is how much actually came in, who's sitting on your money, or whether this slow stretch happens every year. Answering that means digging through bank deposits and WhatsApp photos of receipts. In Mr. Cotiza the answers come out of the paperwork you're already doing.
Every job you complete issues an invoice, and every payment you record lands in its month. From that alone you get cash and taxes collected for the last twelve months. You also get the quotes still open, your win rate, and what's owed to you, sorted by how long it's been waiting.
So Friday afternoon has a plan: start with the oldest money owed, call those clients, and see at a glance whether one client has quietly become most of your business.
How the numbers work
- 1
Work the pipeline
Complete jobs in the app and record payments the day they land. There's nothing else to enter; the page reads what you already did.
- 2
Read the top line
Cash collected this month, the tax inside it, the value of quotes still open, your win rate, and the total owed to you.
- 3
Follow the trend
Twelve months of cash and of taxes collected, and six months of completed jobs, as simple bar charts.
- 4
Chase the oldest money
What you're owed sorts into current, 1 to 30, 31 to 60 and over 60 days; click a bucket to see exactly those invoices.
- 5
Know your clients and your crew
Your top five clients by cash collected and, with a team, each person's active, upcoming and finished jobs.
The short version
Cash collected, month by month
Every payment you record lands in its month, so growing, flat or seasonal is visible at a glance, without a spreadsheet.
Receivables aging
Who owes you and for how long: the collections list you work oldest first on Friday afternoons.
Top clients, eyes open
Your top five clients by cash actually collected, and a clear view when one of them has become most of your revenue.
Team workload
Active, upcoming and finished jobs for each person, plus the unassigned pile, so you can see who's carrying the work.
Common questions
- Will it tell me which jobs made money?
- No. It tracks what you billed and collected, not what a job cost you. There's no expense tracking in the CRM yet, so profit per job isn't something it can show.
- Where do the numbers come from?
- From the jobs you complete and the payments you record. Completing a job always issues an invoice, so if you work the pipeline in the app, the numbers fill themselves in.
- Can I pick my own date range?
- Not yet. Money looks back twelve months and jobs six. You can export your job book as a CSV for your own analysis.
Win the next job with less paperwork
Join the contractors running quotes, jobs, crews, and invoices on Mr. Cotiza. The profile is free. No credit card required.
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