Tampa Bay · Pinellas · Licensed contractors only

PCF stops revenue leaks · not another dispatch OS

Your crew is fine.
Your money is leaking.

From quote to cash—nothing slips through

ServiceTitan, Jobber, and Housecall run the trucks. They list jobs. PCF stops revenue leaks — sitting quotes, unpaid work, after-hours billed like Tuesday, why you lost, the Florida clock. A 14-Day Playbook Build on tools you already have. Live CashBoard is optional after.

Fifteen minutes, face to face

Fixed $5,000 · Half to start · Done in two weeks · You keep the process & scripts

The leak

Crews are busy. The leak is the money.

Following up is “later”

The $12k–$18k jobs sit because the shop is too full to chase. Best shops raise the next quote, drop the small stuff, and call the pile the same day.

After-hours billed like Tuesday

Saturday no-cool. Storm call. Sewer backup. They’re not shopping three quotes. Price it like OT. That’s margin — if someone follows it.

Work already done. Unpaid.

Every open invoice is money you already earned. Florida clock: you file. We alert. Not collections. Not legal advice.

The playbook

What you get in 14 days

Not a vague retainer. A fixed 14-day install of habits, scripts, and a board rhythm you run every morning. Live digital CashBoard is optional after the 14-Day Playbook Build.

  1. Kickoff map — how your leads and money move today
  2. Board setup — every lead has a home (your tools, or optional CashBoard)
  3. Estimate templates — your top 3 job types
  4. Follow-up scripts — missed call, quote sent, no decision, review ask
  5. AR chase sequence — Day 1 / 3 / 7 / 14 language
  6. Two 45-min live sessions — on your real pipeline
  7. 30-day scoreboard — still sitting, win rate of closed jobs, after-hours, unpaid

Hands-on working sessions with you over two weeks — a fixed install, not a vague monthly retainer.

See the system

This is what “installed” looks like

Concrete tools — not a binder of theory. A board your office opens every morning. Scripts that sound like a real shop. A scoreboard the owner can read in ten seconds.

Deliverable · Board rhythm

Following up is gold. They pick. You click.

Every quote and unpaid job has a home. The gold column is the work a booked shop was too full to chase — plus Saturday jobs they priced like Tuesday.

  • Quoted → Following up → Won / Lost
  • After-hours badged as high margin
  • Works on tools you already have — or live CashBoard after
Deliverable · Scripts

Language that sounds like your shop

Not corporate CRM copy. Short SMS and call openers your office can send without rewriting every time — quote follow-up and AR chase on a fixed cadence.

  • Day 1 / 3 / 7 / 14 sequences
  • Missed call · quote sent · no decision · review ask
  • Respectful AR — firm, not debt-collector
Messages Quote follow-up · Day 3
Checking in on the commercial RTU quote — $18,900. Crews are booked; want us to hold the start window through Friday, or release it?
You · Today 9:14 AM
AR · Day 7 email subject

Open invoice — RTU remainder ($12,800)

Following up on the remainder for RTU #1. Pay when you can: [pay link]. If you already paid, reply with the date so we can mark it clear.

Missed call

“Sorry we missed you — this is [Shop]. Still want us to take a look at [job]? Reply YES and we’ll lock a window.”

No decision

“Checking in on the estimate. Want us to hold the price through Friday, or should we release the slot?”

Review ask

“Glad the job’s done. If we earned it, a quick Google review helps other owners find us: [link].”

Deliverable · Scoreboard

Still sitting. Then why we lost.

Still sitting $78.6k Quotes not closed + unpaid work
Win rate 70%
Of closed jobs not the pile
After-hours $11.2k
Unpaid > 30 days $24k

Sample illustration of a booked HVAC shop — they win most of what they close. The pile is what they were too full to chase. Your board uses your real pipeline. No income promise.

Deliverable · Estimate template

Top 3 job types — ready to send

Estimate · 3-ton SEER2 changeout
Scope3-ton changeout, permit, haul-away, startup
Labor$4,850
Equipment$7,600
Total$12,450
Includes 12-month workmanship · Valid 14 days · After-hours billed as OT

Built around your top jobs — not generic blanks. CashBoard estimates. A quote is an estimate. Playbook Day 3 and Day 10 are manual: scope, supplier quote by hand, markup, labor. Licensed owner is the customer.

Optional after the 14-Day Playbook Build · CashBoard

The leak board. Keep the trucks where they are.

CashBoard does not replace ServiceTitan, Jobber, or Housecall. It ranks sitting money and lets the owner talk a job in from the truck. Jobber, QuickBooks, Housecall, and ServiceTitan stay on the trucks until you connect. Tokens never live in the browser. We never collect their customer’s money.

  • Stop these first — dollars × age × after-hours × Florida clock
  • Talk it in from phone, tablet, or laptop. Board card with follow-up status — you drive the chase, the board tracks it.
  • Missed after-hours calls land on the board. High-margin work. Price OT.
  • Connect when ready. You still approve send.
  • CashBoard shop available after playbook — pricing set, checkout link available after playbook. The 14-Day Playbook Build $2,500 deposit is the only live payment today.
Morning habit

They pick. You click.

A dispatch board is not a leak board. This is.

Still sitting $78.6k Sample · booked HVAC shop
Talk it in 90 sec
Connect Async
You file We alert
Income promise None
Fifteen minutes, face to face

Fixed $5,000 · You keep the scripts, templates, and operating rhythm. Optional CashBoard keeps the digital board live.

Pricing

Simple. Fixed. Deposit to start.

Most owners start here

14-Day Playbook Build

$5,000

$2,500 deposit to start · $2,500 on day 14

  • Everything in the deliverables list
  • Board rhythm installed on tools you already use
  • Optional CashBoard after the 14-Day Playbook Build. CashBoard shop available after playbook — pricing set, checkout link available after playbook. The 14-Day Playbook Build does not include hosted CB forever.
  • HVAC, plumbing, electrical, roofing, GC, landscaping, pest, carpentry, windows, remodel
  • Tampa Bay / Pinellas focus
Pay deposit — $2,500

7-Day Pipeline Blitz

$2,500

$1,250 to start

  • Outreach structure + scripts
  • Calendar blocks + GMB/review checklist
  • One live session
Ask on fit call

Revenue Ops Desk

$3–5k/mo

After the 14-Day Playbook Build · 90-day min

  • Weekly 45-min call
  • Async support
  • KPI scoreboard
After they buy

Who this is for

Licensed contractors — not homeowners

Licensed contractor outfits in the Tampa Bay area — HVAC, plumbing, electrical, roofing, GC, landscaping, pest, carpentry, windows, remodel. The shops that keep the best crews already look like this in the morning. Hungry shops want that. Booked shops: raise the quote, drop the small stuff, take after-hours. If you need a tech at your house, hire a licensed contractor — this site is for owners.

Quote to Cash

After the 14-Day Playbook Build, run quote to cash here

The 14-Day Playbook Build is the door — leak stop on tools you already have. After they buy, the shop runs quote-to-cash on CashBoard. Talk the job in. Board card with follow-up status — you drive the chase, the board tracks it. Invoice with their processor, their link. Draft PO template — you submit the order yourself. Manual send with approval gate — you approve, we send. Keep Jobber, ServiceTitan, and Housecall for trucks. We never collect or hold their customer’s money.

1 · Quote

Talk it in from the truck. Board card with follow-up status — you drive the chase, the board tracks it. Name plus phone or email. Photo does not identify parts or price them.

2 · Invoice

Won work becomes an unpaid card. Their processor, their link — we never collect or hold customer funds. Manual send with approval gate — you approve, we send. No unattended Day 1 / 3 / 7 / 14 blast.

3 · Parts

Draft PO template — you submit the order yourself. No live ordering, no inventory sync, no EDI.

Not a dispatch OS. Not an income promise. Keep Jobber / ServiceTitan / Housecall for trucks. See integrations.

FAQ

Straight answers

Do you replace Jobber / ServiceTitan / QuickBooks?

No. Keep them for trucks. ServiceTitan is a dispatch OS — Follow Up is still a list, AR aging is still a report, Marketing Pro is extra, implementation is months. Jobber sends two reminders then can archive the quiet quote. Housecall is strong SMS and driveway pay. None of them own revenue-leak stoppage. They do not rank sitting money, badge after-hours as high margin, tell a booked shop to raise the next quote, or ring the Florida clock. PCF stops revenue leaks. CashBoard is that board — by a long shot. You file. We alert.

Is this monthly software?

The 14-Day Playbook Build is fixed $5,000 — no monthly required. Scripts, templates, and the process stay yours. CashBoard is optional after they buy. CashBoard shop available after playbook — pricing set, checkout link available after playbook. The $2,500 deposit is the only live payment today. You can still run the rhythm on a spreadsheet without us.

How does CashBoard compare on price?

Price talk is after they buy. CashBoard shop available after playbook — pricing set, checkout link available after playbook. First conversation is still 15 minutes, face to face. No $ on first touch.

Do I get CashBoard with the 14-Day Playbook Build?

The 14-Day Playbook Build installs your board rhythm on tools you already have. CashBoard is optional after they buy. CashBoard shop available after playbook — pricing set, checkout link available after playbook. We’ll show the 14-Day Playbook Build vs CashBoard on the 15-minute fit call so there’s no surprise.

Are you estimators?

Yes. CashBoard estimates. A quote is an estimate. Playbook Day 3 and Day 10 are manual: scope, supplier quote by hand, markup, labor. Licensed owner is the customer. Photo does not identify parts or price them.

Do you file liens or collect?

No. Florida Chapter 713 is your leverage. You (or your construction attorney) file. CashBoard rings the bell. Not legal advice. Not collections.

How fast do we start?

Deposit clears → kickoff same day → sessions within the 14-day window.

Does CashBoard connect to Jobber / QuickBooks / ServiceTitan?

Coming. Nothing is live until you connect. Dispatch stays in Titan / Jobber / Housecall. You can talk a job in from the truck. We do not scrape your supplier. We never collect their customer’s money — their processor, their link.

Guarantee?

We do not guarantee income or a close rate. We guarantee the 14-Day Playbook Build deliverables in writing, and that using the board as a morning leak habit makes quotes, chase, and unpaid jobs a short owned function instead of a Sunday scramble. Results speak. If the board stays closed, no software will save it.

If I run CashBoard, how do I get help?

Help is in the app. FAQ first — same answers as this page. Ask Help (Claire’s team). If it cannot close it, it opens a ticket in that thread and a human replies there. You will not hunt a phone tree. You will not be told to call the founder to get unstuck.

Start the 14-Day Playbook Build

$2,500 deposit · Secure card checkout (Stripe)

Pay $2,500 deposit

Prefer a fit call before paying? Call or text (727) 761-6968, email a 15-minute fit call, or message Pro Contractor Flow on Facebook.

(727) 761-6968 · Facebook: Pro Contractor Flow

Request 15 minutes, face to face

Licensed owners only · Tampa Bay / Pinellas · We call you back

Or call / text now: (727) 761-6968 · Prefer email? dan@procontractorflow.com