Collect the activity
Subcontractors or franchisees submit activity reports for the billing period. Bring those reports together with the service records for their assigned accounts.
Billing Automation / Upcoming Admin packageExplore JanGuard
Check the work before
you settle the bill.
Bring service records, subcontractor and franchisee activity reports, and credits into one billing workflow. Reconcile the work behind the numbers before the period closes.
INSIDE JANGUARD / Franchise administration
Review statements and the notes behind them.
Keep the period’s activity and adjustments close to payment obligations and their history.
September statement
Review$9,000Activity
−$900Adjustments
$8,100Net statement
Oakline Facility Services
Tracked service activity$8,400
Additional activity$600
Confirmed miss credit−$150
Franchise fees−$450
Promissory note payment−$300
Promissory note · PN-014
Active$12,000Original principal
$8,400Remaining
$300Installment
Payment history
September 1, 2026$300Recorded
August 1, 2026$300Recorded
July 1, 2026$300Recorded
Illustrative principal-only terms. Agreement changes and payment records remain attached to the note.
Interface recreation based on JanGuard’s app screens · Fictional sample data · Select the tabs to explore
From field activity to financial review
Review the records behind each statement amount
Bring monthly activity from subcontractors or franchisees together with service records, confirmed credits, and adjustments. Explore what makes up a sample statement.
Select a line to inspect its source
| $8,400 | |
| $600 | |
| −$150 | |
| −$450 | |
| −$300 |
Net statement amount$8,100
Illustrative amounts and terms · $9,000 activity − $900 adjustments.
Fictional franchise account · Interactive product illustrationExplore the full administrative picture →
A record behind every amountClose the period
Close the period
with the work in view.
Billing starts in the field. Connect the office’s financial review to the visits, activity reports, and adjustments that explain what is owed.
Reconcile the work
Compare reported activity with scheduled visits and service records. Review the services behind the payments owed and identify discrepancies before finalizing billing.
Review adjustments
Issue credits where appropriate and keep the reason connected to the account and service period. Resolve exceptions with the context behind the original work.
Prepare the billing
Use the reviewed activity and adjustments to support billing and statements, giving the office a repeatable process for each period.
An illustrative period reviewReconcile first.
Reconcile first.
Then finalize.
A reported visit, a missing record, and a credit need different treatment. Keep the supporting detail close so your office can make the right adjustment.
Use activity reports from subcontractors or franchisees to organize the billing cycle, while exceptions remain visible for review.
Period reconciliationSAMPLE RECORDS
Service activity
MatchedCompare the activity report with the visit record.
Missing service report
ReviewConfirm what happened before adjusting the amount owed.
Credit adjustment
RecordedKeep the credit and its reason with the account.
Reviewed service amounts − applicable creditsAmount owed for the period
Conceptual example. Actual amounts depend on the agreement, reviewed activity, and applicable adjustments.
Built around the people doing the workYour billing cycle.
Your billing cycle.
Their activity, connected.
The same principle applies whether the work is delivered by subcontractors or a franchise network: start with the service record and carry its context into the financial review.
Subcontractor activity reports
Bring submitted activity into the period’s review. Compare the reported services with the account’s records, review discrepancies, and prepare billing with the supporting context.
Franchisee activity reports
Give regional offices a consistent way to review franchisee activity alongside service records, credits, and statements as part of the billing cycle.
Credits with an explanation
Keep adjustments understandable. Connect a credit to the relevant account, period, and reason so the office can explain the amount owed.
Billing automation questions
How do activity reports support automated billing?
Activity reports from subcontractors or franchisees provide the period’s reported work. The planned workflow brings those reports together with service records for reconciliation, adjustments, and billing preparation.
Does a missing service report automatically create a credit?
A missing report is an exception to review, not proof that the work was not done. Review the service context and agreed terms before issuing a credit.
Does this automatically send payments?
This page describes billing preparation and reconciliation against payments owed. It does not describe automatic bank transfers or disbursements.
Which plans include Billing Automation?
Billing is part of the upcoming Admin package in Standard and Premium. Contact JanGuard to discuss availability and your billing workflow.
How does this work with QuickBooks?
The planned QuickBooks connection is also part of Admin. Supported records, sync direction, and billing integration behavior will be confirmed at launch.
Plan a clearer billing cycleBring your process.
Discuss billing automation ↗Bring your process.
We’ll talk through the workflow.
Tell us how your team reviews activity reports, reconciles service records, and handles credits today.