Ready-to-bill rollup

Ready-to-bill is everything that's been done on a job but not yet invoiced. The number lives on the dashboard so you never miss revenue you've already earned. For service-heavy and T&M shops, this is the single most important number on the dashboard — it's the gap between work delivered and cash collected.

What's in the rollup

Approved time entries + approved material entries + approved change orders, minus what's already been invoiced. That's your ready-to-bill number per job. Items that haven't been approved by the foreman don't count yet — they're work-in-progress, not ready-to-bill.

Across all jobs, the dashboard shows the total ready-to-bill amount. If that number is $18,000 on a Friday afternoon, you have $18,000 of work the customers owe you that you haven't billed yet. Bill it.

Bill it

From the dashboard, Ready to bill (KPI) lists the jobs with un-invoiced work. Click any job → New invoice → pre-populated with everything ready. Review (maybe edit some descriptions for customer readability), send. Five minutes per job.

For shops with weekly T&M billing, you can batch this — open every job with ready-to-bill, generate invoices for each, send them all. The Friday-afternoon ritual that pays for the weekend.

Cadence

Best practice: bill ready-to-bill every Friday. Customers expect end-of-week billing on time-and-materials jobs, and weekly cadence catches problems early — if a customer pushes back on a $300 line, you find out at week one, not at job close two months later.

For fixed-price work with milestone billing, ready-to-bill behaves differently — it accumulates between milestones, then drops to zero when the milestone invoice goes out. Either pattern works; pick what matches your work type.

When ready-to-bill stays high

If your ready-to-bill is consistently growing without being billed, something's stuck. Common causes: foreman hasn't approved time entries (training issue), change orders are unsigned (chase the approvals), customer is on a delayed billing plan (intentional). Look at the dashboard ready-to-bill by job — the outlier jobs are usually the ones with a process issue worth solving.