Jobber
Great driveway app. Two reminders, then a quiet quote can archive. Connect when ready. You still approve send.
Integrations
Keep the trucks. Run quote to cash here.
After the 14-Day Playbook Build, the shop runs quote-to-cash on CashBoard. Keep Jobber, ServiceTitan, Housecall Pro, and QuickBooks for trucks, SMS, and books. Talk it 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. We never collect or hold their customer’s money.
ServiceTitan
Dispatch OS. Follow Up is still a list. Marketing Pro is extra. Implementation is months. We stop the leak without ripping the trucks out.
Housecall Pro
Strong SMS and driveway pay. Still not a revenue-leak board. Connect when you want unpaid and quotes on one glass.
QuickBooks
Books stay in QB. Invoices can carry the shop’s own pay link — their processor, their link. PCF never collects or holds the customer’s money. Coming. Nothing is live until you connect. House QB is a separate system.
Quote to Cash
After the 14-Day Playbook Build, the shop runs quote-to-cash here. Talk it in. Board card with follow-up status — you drive the chase. Invoice with their processor, their link. Draft PO template — you submit the order yourself. Manual send with approval gate — you approve, we send.
What this is
We estimate. Quote = estimate. Licensed owner is the customer. Not a dispatch OS. Not an income promise. Not App Store this week. Tokens never live in the browser.
Connect when ready. You still approve send. The 14-Day Playbook Build still runs on tools you already have. We never collect their customer’s money.