Stop losing revenue you already earned

Perché connects to Jobber, Housecall Pro, Service Fusion, or Workiz - or just a spreadsheet - and automatically flags the cold estimates, unpaid invoices, and lapsed customers costing you money every month.

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✦Read-only integration ✦14-day free trial ✦Cold estimates · unpaid invoices · lapsed customers ✦Works with Jobber, Housecall Pro, Service Fusion, or Workiz ✦Encrypted at rest ✦Cancel any time ✦One-click follow-ups ✦Real ROI tracking

Today's flags

Example - what your dashboard surfaces

Cold estimate

Sent 11 days ago, no response

Furnace replacement quote

$4,200

Unpaid invoice

27 days past due

AC tune-up + repair

$610

Lapsed customer

14 months since last visit

Due for annual maintenance

$220

Three ways revenue quietly slips away

None of it shows up as a loss on a P&L. It just never comes in - because nobody had time to go looking for it. Perché watches for all three, every night.

Cold estimates

Quotes you sent that went quiet. Follow up before the customer books with someone else.

Unpaid invoices

Work you already did, sitting uncollected. A reminder is often all it takes.

Lapsed customers

Past customers overdue for their next maintenance visit - low-effort, high-margin revenue.

How it works

No new workflow to learn - Perché runs alongside the software you already use.

Connect your field service software

Connect Jobber, Housecall Pro, Service Fusion, or Workiz in a couple minutes - read-only, nothing changes on your side. Don't use one of these? Upload a spreadsheet instead; we work with whatever you've already got.

We flag what's slipping through the cracks

The moment you connect - and every night after that - Perché scans for estimates that have gone cold, invoices that are past due, and customers who haven't booked a maintenance visit in a while. Thresholds are yours to set.

Follow up in one click

Each flag comes with a ready-to-send message - email or text - so turning a flag into a booked job or a paid invoice takes seconds, not a spreadsheet.

Built to be trusted with your data

Perché only reads what it needs to find revenue - it never touches your CRM, and nothing goes to a customer without your say-so.

Read-only integration

We pull estimates, invoices, and customer records to analyze - we never create, edit, or delete anything in Jobber, Housecall Pro, Service Fusion, or Workiz.

Encrypted at rest

Connected account tokens are encrypted, passwords are hashed, and all traffic runs over HTTPS.

You're in control

On Starter, every message requires your click. Automatic follow-ups are opt-in on Professional - off by default.

Real ROI tracking

See exactly how much you've recovered against what you're paying for the subscription - not just a raw flagged total.

Perché vs. doing it yourself

Most HVAC businesses already have this data sitting in Jobber, Housecall Pro, Service Fusion, Workiz, or a spreadsheet - it's just not being watched every day.

	Tracking it yourself	Your FSM's built-in reports	Perché
Cold estimates flagged	Only if someone remembers to check back	Not typically built in	✓ Every night, automatically
Unpaid invoices flagged	Manual review of open invoices	Basic aging report, no follow-up	✓ Automatic + ready-to-send reminder
Lapsed maintenance customers flagged	Rarely tracked at all	Not typically built in	✓ Automatic, on thresholds you set
Follow-up message	You write it from scratch	N/A	✓ Ready to send in one click - email or text
Time required per week	Hours, if it happens at all	Minutes to pull a report, hours to act on it	✓ A few minutes

Simple pricing

Start with the core product, or go hands-off with automatic follow-ups, SMS, Slack, and deeper reporting.

Starter

$299/mo

For solo operators and small crews getting revenue recovery on autopilot.

Start free trial

✓Jobber, Housecall Pro, Service Fusion, Workiz, or upload your own spreadsheet - no FSM required
✓Cold estimate, unpaid invoice, and lapsed customer flags
✓Configurable flag thresholds
✓One-click email follow-ups
✓Recovered-revenue tracking + live ROI on your subscription
✓Weekly digest email

Common questions

Can't find what you need? Email perchesolutions@gmail.com.

It connects to your field service software (or a spreadsheet you upload) and scans your estimates, invoices, and customer history. When it finds a cold estimate, an overdue invoice, or a customer who's lapsed on maintenance, it raises a flag with a ready-to-send follow-up - you decide whether to send it.

Jobber, Housecall Pro, Service Fusion, and Workiz today, with ServiceTitan support in progress. If you don't use a field service platform, you can upload a spreadsheet instead - we'll walk you through matching your columns to what we need.

No. The connection is read-only - we pull estimates, invoices, and customer records to analyze, but we never create, edit, or delete anything in Jobber, Housecall Pro, Service Fusion, or Workiz.

On the Starter plan, every message requires your click - nothing goes out automatically. On Professional, you can opt in to automatic first-touch follow-up emails; that's off by default, and SMS always requires a manual click regardless of plan.

Yes. Field-service connection tokens are encrypted at rest, all traffic runs over HTTPS, and passwords are hashed - we never store them in plain text. We don't sell your data or your customers' data to anyone.

Yes - a 14-day free trial on either plan. No card required to sign up and see your first dashboard - you'll only add one when you choose a plan, and you won't be charged a cent until the trial ends. Cancel any time before then from Billing.

Starter covers the core product: connect your FSM (or a spreadsheet), get flagged on cold estimates/unpaid invoices/lapsed customers, and follow up by email. Professional adds automatic escalating follow-ups, SMS, Slack alerts, deeper reporting, and the ability to collect payment directly from a follow-up via Stripe Connect.

Cancel any time from Billing - you keep access through the end of the period you already paid for. If you want your account and data permanently removed, Settings has a separate "Delete account" option that does that immediately, and you can export all your data as a ZIP any time before or after.