Capturing value‑added services before month‑end close
Value-added work is harder to bill when the request, the work and the price are recorded in different places — or not at all. The basics: turn every client ask into a record, close every job with a quantity or hours, and check each kind of work against your pricing or inclusion terms before the month closes.
- 01Record the request
- Give client requests one place to land — a shared mailbox folder, a request log, or a work order created on the spot.
- Ask supervisors to turn phone and walk-up requests into a note the same day: who asked, what, which client.
- Keep the client's request with the completion records and the terms that apply — together they support a charge if it's questioned.
- 02Record the work
- Close every work order with a count, a quantity or hours — not just 'done'.
- For hourly projects, keep a labor sheet against the project, not just in payroll.
- Photos help for rework and damage, especially when the work was the client's request.
- 03Map it to a rate
- Every kind of extra work your clients ask for should have a rate-card line or a contract clause — or a deliberate decision that it's included.
- When a client asks for something new, agree the price before the work, in writing.
- Review the rate card when a client's work changes, not only at renewal.
- 04Close the month
- Match requests to work, and work to invoice lines, before invoices go out — the month-end checklist guide covers this.
- Record waivers as decisions, with who approved them and the work covered, to tell deliberate waivers apart from missed charges.
Not sure how much of this is already working? The Unbilled Work Review compares one closed month in the records you provide; each item shows its supporting records and what's missing, a Miko reviewer checks every item, and your controller decides every charge. See a sample review →
By Eric Yun, Miko Labs · October 2, 2026 · All guides
Twenty minutes. No records on the call.