The Money Man
Johnny Cash
The invoicing you keep meaning to do on Sunday night. Tell Johnny what you did and what you put in — he prices it off your own price list and your own rates, raises the quote or invoice straight into Xero, sends it, takes the deposit, and tells you who still hasn't paid. He reads your supplier invoices too, so the prices he quotes are this week's, not last year's.
The full list · 22 things
Everything Johnny can do.
Not a feature list from a brochure — every line here is something the live Johnny already does on a real business.
Pricing
05Searches your own supplier price lists
Your trade pricing, not RRP off a website.
Prices a whole job from your rates plus materials
Reads supplier invoices out of your inbox and keeps the prices current
The price database updates itself as the bills come in.
Builds a quote line by line while you talk
Tells you the margin before you send it
Quotes & invoices in Xero
07Creates the quote or invoice directly in your Xero
Sends the quote on a branded sheet worth signing
Your logo, your colours, your trade's artwork — and a premium pack with your photos and story for the big jobs.
Sends the quote to the customer
Converts an accepted quote into an invoice
No retyping, no lost lines.
Finds, copies and edits documents you've already raised
"Same as the last one at the Reeds', but two extra points."
Sends the draft invoice once you've okayed it
Tells you what quotes are still out there unanswered
Getting paid
06Takes a deposit up front
Raises progress payments partway through a big job
Finishes a job off: final invoice, balance, done
Checks who's paid and who hasn't
Chases the overdue ones when you tell him to
Nudges quotes that go quiet — and stops the moment they reply
Two weeks, four weeks, a last word, then filed as not won. Every nudge waits for your OK.
Housekeeping
04Creates the customer in Xero if they're new
Looks a customer up before he raises anything against them
Keeps every document tied to the job it came from
Waits for your approval on anything that leaves the building
What you'd say to him
- You“Invoice three hours labour and two downlights for the Smith job.”
- You“What's a 63 amp isolator going for now?”
- You“Convert Sarah's quote to an invoice and send it.”
- You“Who hasn't paid me?”
Plain English. No commands, no menus, no “press 1 for accounts”.
What he won't do
- Send an invoice to a customer without you approving it
- Invent a price for something that isn't on your list — he asks
- Touch your bank feed or your reconciliation
Limits are the point. A crewmate that'll do anything is a crewmate that'll do the wrong thing.
Where it all shows up
What Johnny puts on your board.
- Money on every job card: deposit sent, deposit paid, final invoice, paid
- Quotes out, quotes won, quotes gone quiet
- Anything waiting on your approval before it's sent
- The price database behind the quotes
Crewmates
Tasks
Everything the crew needs a decision on
Waiting on your say-so
Invoice INV-0901 · S. Ferguson — $2,480
Johnny priced 6.5h labour + materials off your list. Ready to send.
Post: “Battery install finished in Kyneton”
3 photos from that job · Facebook, Instagram, Google
Came in overnight
Missed-call message · 0491 57• ••• · 11:42pm
“No power to half the house.” Ringo flagged it urgent and told them you'd ring first thing.
Purchase order · Coil, drain, brackets — $412
Cathy split it across two suppliers.
Take a few hats off.
Here's the whole deal: $69 a week for the crew, billed monthly. Tell us how your business works — by voice or by form — connect your tools, switch them on. Most blokes start with Ringo; the rest are already included when you're ready.