Insurance vs. Cash Jobs

When creating a job, you'll choose how the customer is paying — insurance or cash. This affects which fields appear and which final status makes sense for the job.

Cash / Out-of-Pocket Jobs

The customer pays you directly. No insurance fields are needed.

When the job is done and payment is collected, mark it as:

• Paid — for card, check, or bank payment
• Paid — Cash/Venmo — for cash or Venmo payment

Insurance Jobs

The customer's insurance company is covering the work. Check Is Insurance when creating or editing the job. Additional fields will appear:

• Insurance carrier — the insurance company (e.g., State Farm, GEICO)
• Claim number — the customer's claim reference
• Deductible — the amount the customer owes out of pocket
• Billed to insurance — the full amount billed to the insurer

Finalizing an Insurance Job

Depending on how your shop handles insurance:

• Mark Paid — if you've already received the check or payment
• Mark Invoiced — if you've submitted the invoice and are waiting on the check; use this to move the job out of your active list while you wait

Tips

• If you're not sure which option to use upfront, you can always edit the job later to add insurance details
• The KPI dashboard can filter by insurance vs. cash jobs to show you revenue breakdowns

Still need help? Chat with us using the support widget.

Updated on: 29/03/2026