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Conto
Concept prototype · Trades and field service

You run the jobs. You control the payments.

You're Maya Rodriguez, owner of Ridgeway Roofing. Request customer payments, pay suppliers, and approve or decline crew payouts while Conto checks each action before money moves.

Customer depositsMaterials + suppliersCrew payoutsJob-level audit trail

Ridgeway Roofing

Sacramento, CA · 8 active jobs

Maya Rodriguez

Owner & payment approver

Owner workspace
OverviewJobsPaymentsCrew

Collected this week

$24,650

Across 6 customer payments

Open invoices

$18,240

4 customer balances

Bills due

$12,980

Suppliers and crews

Your approvals

2

2 payouts need your decision

Your payment desk

Choose what you need to send, pay, or approve next.

RR-1042
Dry-in complete

Park residence

1842 Loma Vista Dr · Sacramento, CA

$21,450

Contract + signed change order

Collected

$9,250

Cost budget

$16,450

Committed

$5,820

Job progress · 4 of 6 milestones67%

Your next money action

Send a customer payment request

RR-1042

Elena Park

Ready

Customer payment · RR-1042

Prepared by Priya ShahOffice managerRidgeway job system

$5,400.00

Amount to collect

Send Elena the next progress payment request before you schedule the shingle installation and next crew draw.

Review 3 source recordsPhotos, documents, and job data

Signed payment schedule

Contract RR-1042 · dry-in draw

Matched

Inspection sign-off

Jul 26 · Luis Ortega

Verified

Customer delivery

SMS + email on file

Ready

Milestone verified

Conto checks this when you act

Contract context matched

Conto checks this when you act

Secure collection

Conto checks this when you act

If completed

Elena Park → Ridgeway

Available before

$38,420

Available after

$43,820

Projected margin

$5,000

You choose the action. Conto checks it before money moves.

Source

Office manager prepared

Policy

Ready to check

Collection

Ready

What this demo is testing

The job is the financial control center.

Cash in and cash out, together

Customer deposits, supplier bills, and crew draws stay attached to the same job instead of being reconciled after the fact.

Controls before money moves

The job system supplies budget, milestone, and vendor status. Conto applies the payment rules at the moment money is requested.

You keep authority

You send customer requests, pay suppliers, and approve or decline crew draws. Conto enforces your controls before money moves.

One operating record

The job, invoice, approval, payment state, and receipt remain linked in a clean audit trail.