Finance & Billing - Thread Docs

Time, invoicing, agreements, and the money questions attached to tickets.

Agreement Profitability

Compute the effective hourly rate on an all-you-can-eat fixed-fee agreement — agreement revenue divided by logged hours — or scan for loss-making clients.

Billable Analysis

When someone asks how billable hours break down by technician, client, or period, or wants to see unbilled-work exposure from time entries.

Billing Forensics

When someone asks "why is the client billed X" and the charge needs to be traced to its source across tickets, time entries, agreements, and vendor invoices.

Invoice Dispute Investigation

When a client disputes an invoice line, reconstruct the work evidence from tickets and time entries, then draft a factual response backed by the record.

License Billing Reconciliation

Reconcile a client's billing against reality — RMM devices, license export, onboarding tickets — to find missed adds, missed removals, and discrepancies.

License Cost Optimization

When someone wants to find unused, duplicate, or oversized licenses for a client and get downgrade/reclaim recommendations with a savings estimate.

Out-of-Scope Billing Flag

Flag a ticket that looks like work outside the client's agreement — projects, installs, non-covered users — with a quote path, not silent free work.

Procurement Quote Request

When a ticket needs hardware or software purchased and you want a structured quote-request note (specs, quantity, budget, needed-by) plus a vendor email draft.

Project Profitability

Check whether a fixed-fee project is on budget — logged hours versus budgeted hours, burn alerts at 70% and 90%, and documented evidence of scope creep.

QuickBooks Invoice Draft

When time-and-materials work on a ticket is done and you want a QuickBooks invoice drafted from its time entries — created as a draft, never sent.

Seat Count True-Up

Monthly true-up for per-seat and per-device agreements — compare actual counts from RMM and onboarding tickets against billing, and produce evidence.

Stripe Payment Link

When approved out-of-contract work needs to be paid and you want a Stripe payment link generated and placed in the ticket reply draft.

Tech Utilization Report

Report billable utilization per technician — logged billable hours against capacity — with role-aware targets and framing as workload economics, not worth.

Time Entry Revenue Audit

When someone wants to find tickets that were worked with no time logged — revenue leakage by technician or period — and get the gaps fixed the right way.

Warranty Claim Handling

When a device fails and you need to know whether it's under warranty, how to file the claim, and how to arrange a loaner while it's away.