Money Left on the Table
Every dollar Serdok has identified as unbilled, overdue, overcharged, or at risk of lapsing — ranked by size and confidence.
Total potential monthly impact
$65,060
Approved work not invoiced
3 completed work orders were marked approved but no matching customer invoice was found in QuickBooks.
Generate and send invoices for the 3 completed work orders.
$5,420
Estimate follow-ups overdue
6 open estimates totaling $18,600 have had no customer contact in over 14 days.
Prioritize follow-up calls for estimates over $2,000.
$18,600
Duplicate invoices detected
Two vendor invoices from Ferguson reference the same PO number and line items.
Dispute the duplicate charge before the payment run on Friday.
$2,100
Vendor price increases
ABC Supply raised average material pricing 7.8% over the last 60 days without notice.
Request updated pricing agreement or evaluate alternate suppliers.
$3,870
Maintenance agreements at risk
4 active service agreements are within 30 days of renewal with no scheduled outreach.
Schedule renewal calls this week to avoid lapses in coverage.
$9,200
Unbilled materials
Materials purchased against Job #4471 do not appear on the corresponding customer invoice.
Add materials cost to the next billing cycle for Job #4471.
$1,280
Warranty labor reimbursement unclaimed
Carrier warranty labor reimbursement has not been filed for 2 completed warranty repairs.
Submit warranty labor claims through Carrier's dealer portal.
$640
Vendor price increases not passed to customers
ABC Supply's 7.8% material price increase hasn't been reflected in posted labor/material rates — margin is quietly eroding on every job using their parts.
Update customer-facing material rates to reflect current vendor pricing.
$6,200
Unbilled labor hours
Technician time logged against 4 jobs was never added to the final customer invoice.
Reconcile logged labor hours against invoiced amounts before month-end close.
$2,350
Missed upsell opportunities
12 completed maintenance visits in the last 30 days involved equipment 8+ years old with no replacement quote offered.
Flag aging equipment for a replacement quote at the next service visit.
$15,400