Bring three recent jobs to the free call, with a rough idea of what each one billed. We will look at what each job left, name the one that surprised you most and agree on a next step. The practice runs it by video, at a time that fits around your crews, with no paperwork and no payment attached. Pick a slot below. A few minutes of preparation is plenty. If the weather changes your day, the confirmation carries a link to move it.
The call stays short. You name three jobs from the last couple of months. We ask what each one billed, what the labor and materials cost, and what was still owed when the crew left the site.
One of those jobs usually looks fine until the costs sit in a line. A small roof can swallow a week of crew time. A busy remodel can leave less than a repair you already know how to run. We say which of the three did that, in numbers you can check against your own notes.
Then we agree on a single next step. Sometimes that is a monthly close with every cost on its own job. Sometimes it is a look at the next bid before it goes out. Sometimes it is nothing further, because the books already answered the question. Nothing is signed on the call, and nothing is billed for it.
A rough note is enough. A photo of the invoice and a guess at the crew days will do. If a customer is still holding part of a payment, say so, because that holdback is part of what the job left.