CashFlow Pilot
Get paid faster without chasing invoices
The problem
What’s leaking money right now
This is what’s happening behind the scenes in most home service operations — and why it costs you jobs even when demand is strong.
You finished the job two weeks ago. The invoice went out. And now you are waiting. You call the customer. Voicemail. You send another email. Nothing. Your office manager spends half her day chasing payments instead of booking new work. Meanwhile, your vendors and payroll do not wait. Cash flow gets tight. You are floating other people's money while your own bills pile up. The average home service company waits 30+ days to collect on completed work. That is money you already earned sitting in someone else's pocket.
The solution
How this tool fixes it
A simple, productized workflow designed to plug into what you already use — and start producing results fast.
CashFlow Pilot sends automated payment reminders via text and email. It makes it dead simple for customers to pay with one tap on their phone. Overdue invoices get escalated with follow-up sequences that are firm but professional. Your office manager stops playing debt collector and starts doing real work.
What you get
What’s included
Clear deliverables you can see and use — not a vague “AI project” that drags on for months.
Included 1 of 4
One-Tap Payments
Customers get a text with a payment link. They tap, pay, done. No logging into portals. No mailing checks. Friction kills collections. We kill the friction.
Included 2 of 4
Automated Follow-Up Sequences
Day 1, Day 3, Day 7, Day 14. Each reminder gets a little more direct. All automatic. All professional. No awkward phone calls from your team.
Included 3 of 4
Cut Your Collections Time in Half
Most customers pay within 48 hours of the first text. The ones who do not get escalated automatically until they do.
Included 4 of 4
Real-Time Cash Flow Visibility
See what is outstanding, what is overdue, and what just got paid. All in one dashboard. No spreadsheets. No guessing.
One-Tap Payments
Customers get a text with a payment link. They tap, pay, done. No logging into portals. No mailing checks. Friction kills collections. We kill the friction.
Automated Follow-Up Sequences
Day 1, Day 3, Day 7, Day 14. Each reminder gets a little more direct. All automatic. All professional. No awkward phone calls from your team.
Cut Your Collections Time in Half
Most customers pay within 48 hours of the first text. The ones who do not get escalated automatically until they do.
Real-Time Cash Flow Visibility
See what is outstanding, what is overdue, and what just got paid. All in one dashboard. No spreadsheets. No guessing.
How it works
Set up → run → results
Three steps. No big rebuild. No new software your team has to learn.
STEP
01
Step 1
Invoice is created in your system after a job is completed
STEP
01
Step 1
Invoice is created in your system after a job is completed
STEP
02
Step 2
CashFlow Pilot sends the customer a text with a one-tap payment link
STEP
02
Step 2
CashFlow Pilot sends the customer a text with a one-tap payment link
STEP
03
Step 3
Automated reminders follow up until the invoice is paid
STEP
03
Step 3
Automated reminders follow up until the invoice is paid
Results
What typically improves
Benchmarks vary by trade and market. These are directional stats until we swap in real client numbers.
48hrs
Average time to payment
35%
Faster collections
$12K
Recovered per month (avg)
Fit
Who this is for
If you’re already generating demand, this is how you stop losing it to slow follow‑up, missed calls, and manual processes.
Any home service company tired of chasing payments and dealing with 30+ day receivables.
Ready to see it in action?
We show you how it works for your business.
15 minutes. No pitch. No pressure. Just a walkthrough of the tool you pick.