Finance & Billing

15 skills in this category.

Agreement Profitability

When someone wants the effective hourly rate on an all-you-can-eat (fixed-fee) agreement — agreement revenue divided by logged hours — or a 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 a charge or questions an invoice line and you need to reconstruct the work evidence from tickets and time entries, then draft a factual response.

License Billing Reconciliation

When you need to reconcile what a client is billed for against what actually exists — RMM device export × license export × onboarding/offboarding tickets — to find missed adds, missed removals, and billing 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

When a ticket looks like work outside the client's agreement (projects, new installs, non-covered users or sites) and it should be flagged before hours pile up — with a quote path instead of 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

Someone wants to know 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 time — compare each per-seat/per-device agreement's actual counts (RMM devices, onboard/offboard tickets) against what billing says, and produce the evidence pack for adjustments.

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

Leadership wants billable utilization per technician — logged billable hours against capacity — with role-aware targets and explicit framing that utilization measures workload economics, not a person's worth. Leadership-only.

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.