Ask what a job was quoted at and you get three answers. The spreadsheet says one thing, the system another, and someone remembers a third. A single source of truth fixes that: one place that holds the answer, so nobody has to go and check.
Nobody calls it a problem, because nobody is wrong for long. Someone checks, the meeting moves on, and the checking never shows up anywhere. It's the cost in the business nobody has ever added up. Put your own numbers in and see what a year of it is worth.
The checking isn't the worst part. The worst part is when nobody checks. Last month's number gets used as if it's true today. A decision gets made on it before anyone notices.
Then it stops being about numbers. Once your team has been wrong in front of a customer twice, they stop trusting the system. They phone the one person who knows. That person becomes the system, and they can't take a vacation.
Not another screen to keep up to date. One record per job. It changes when the job changes, and everything else reads from it.
What it was quoted at, what's been paid, what stage it's at, who touched it last. Not a copy of the answer. The answer.
A quote is accepted. A deposit is paid on the invoice you sent. The record is right before anyone thinks to update it.
What's out, what's owed, what's waiting on us. You read it, instead of asking three people and adding it up.
Nobody's at a desk. By Monday morning, everyone already knows. The steps are real; the names and the amount are examples.
The hard part isn't the screen. It's agreeing what a job is, what its stages are, and which number wins when two disagree. We work that out with you and your team. Most businesses we work with don't have a system yet; if you have a customer list, we import it for you. You get the price before we start.
Income Mavericks is where the jobs, the payments and the one screen live. Rather set it up and move your own records? It's the same system, without us in it.
Illustrative. Names and values are examples.
You mostly don't. It stops being where the number is decided, and becomes a place it's read. So the copy you send out and the copy someone edits on Thursday can't disagree.
Most businesses we work with don't have a system yet, so there is usually less to move than you'd think. If you have a customer list, we import it for you. Automations you already run somewhere else get rebuilt, and that is quoted separately from setup. Where two sources disagree, we ask you which one wins, once.
Not if it updates off things that already happen. A payment clears, a quote is accepted, and the record moves. Anything that still needs someone to remember is something we haven't finished building.
Income Mavericks does. It's the only platform we build on, so it's the one we can stand behind. We import your customer list for you. Automations you already run in the old one get rebuilt, quoted separately from setup, and once they're running the old subscription can stop. Two systems that both claim to hold the answer is the problem this page fixes.
Less than you'd think. Most of them only ever read it. The people who enter things learn one screen instead of three. We show them how, rather than sending a manual.
A record is only as right as what feeds it. These are the usual places it goes wrong first.
We'll go through what it's meant to answer and what keeps making it wrong.