Setup Guide

Learn how to enter data in your invoice app so Cash Flow Smart gives you accurate margin reports automatically.

Why Data Quality Matters

Garbage in, garbage out — here's what's at stake

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Cash Flow Smart reads the data you enter in Contractor+, Jobber, or your invoice app and turns it into margin reports, job profitability analysis, and trend intelligence. The quality of those reports is 100% dependent on how you enter data. Five minutes of discipline per job entry saves hours of confusion every month.

Without good data entry

❌ Job name: Job 47

❌ Expense vendor: (blank)

❌ Category: Uncategorized

❌ Invoice description: Work done

Cash Flow Smart result: "73% of your transactions are uncategorized. No job-level P&L available."

With good data entry

✅ Job name: Johnson - Roof - 45 Elm St

✅ Expense vendor: ABC Roofing Supply

✅ Category: Materials

✅ Invoice description: Tear-off & 30yr shingle install

Cash Flow Smart result: "Johnson Roof job: 58% gross margin. Your best-performing job this quarter."

The 5-minute rule

Spend 5 extra minutes on each job entry in your invoice app. That 5 minutes gives you a full job-level P&L, sub comparison data, vertical profitability ranking, and AI-generated insights — automatically, every week.