Recovery dashboard

Revenue recovery

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Recoverable open?$8,450QuickBooks recovery queue
Recovered this month?$0Closed with proof
Lifetime recovered?$00 recovered wins
Follow-ups due?00 due today, 0 upcoming

QuickBooks recovery dashboard

Contractors playbook

Recover overdue invoices, then follow up on estimates older than 7 days.

overdue invoicesstale estimatespartial balances
StatusQuickBooks synced
Records scanned?4
Open invoice balances?$4,250
Open estimates?1
QuickBooks records?42 invoices, 1 estimates
Detected findings?31 invoices, 1 estimates
Overdue invoices?10 partial balances
Estimate findings?10 missing PO, 0 expiring

QuickBooks queue

Accounting leaks

Glossary

Showing 1-3 of 3

InvoiceQuickBooks

Willow Dental invoice is 38 days overdue

Invoice #1048 was opened twice, but no payment was made. The customer has paid late twice before after a short reminder.

$1,850
94% confidence
QuickBooks

Greenline Renovations never got a quote follow-up

A $4,200 estimate was sent 11 days ago. There is no reply, no follow-up email, and the contact opened the estimate yesterday.

$4,200
88% confidence
PricingQuickBooks

Signature service margin is under target

Material cost and appointment time increased, but the package price has not changed in 14 months. Margin is 11 points below target.

$2,400
76% confidence

Recommended playbook

Start with unpaid invoices, then abandoned estimates.

The current scan shows the fastest cash is already contracted or quoted. Push payment links first, then send estimate follow-ups with a clear decision deadline.

$4.2k
$3.1k
$2.4k
$1.7k
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