Find the revenue your business is missing.

Connect Jobber or Housecall Pro and see the dollar amount you’re leaving on the table in under 5 minutes. Read-only, no card required.

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Connects toJobberHousecall ProService FusionWorkizSpreadsheet upload

The money is rarely lost on the job. It’s lost in the follow-up — the quote that went quiet, the invoice nobody chased, the customer who simply drifted away.

Perché reads your existing software, finds those moments, ranks them by dollars, and writes the follow-up for you.

Doesn't Jobber already do this?

Your field service software can remind you. It treats every quote and invoice the same. Perché works out which ones are worth your time first.

Your field service software's reminders

  • How items are orderedUsually by date or by the order records were created.
  • What a reminder saysThe same wording for every customer, on a schedule you set.
  • What it looks atIts own records, one list at a time.
  • What it tells you todayThat a reminder is due.
  • How it measures successWhether a reminder was sent.

Perché

  • How items are orderedBy dollar value, how cold it is, and the customer's lifetime value.
  • What a message saysWording that fits the situation: a quote, an invoice, how overdue it is.
  • What it looks atQuotes, invoices, past customers, leads and reviews in one ranked list.
  • What it tells you todayWhich $4,200 quote to call first, and why.
  • How it measures successWhether money came back, with identified, expected and recovered kept separate.

Field service software is great at running the job. This describes how reminder tools in that software typically work; exact features vary by product and plan. Perché sits on top of it and doesn’t replace it.

How we decide what to flag

The actual rules, in plain English. These are the defaults every account starts with.

FlagWhen we raise itDefault
Cold estimateAn estimate that was sent and is still open 14 or more days later.14 days
Unpaid invoiceAn invoice that is 14 or more days past due. Customers with a history of paying late are marked lower-likelihood.14 days
Lapsed customerA customer who has had maintenance visits before and has had no visit in 12 months.12 months
Cold leadA new inquiry with no first reply, or one that has had no update for 3 days.3 days
Expiring maintenance planA plan due for renewal within 45 days or already past its renewal date.45 days

You can change the timing. The cold estimate, unpaid invoice and lapsed customer windows are adjustable in Settings, so a shop that closes quotes in three days can set its own clock.

Then we rank. Within each flag, items are ordered by dollar value, how long they have been cold, and what the customer has been worth to you over time. Every flag explains itself in plain English with your real dates and amounts.

No black box. These are plain rules, not a mystery score. If you disagree with a flag, you can see exactly why it was raised.

Set up in minutes. No new habits.

01

Connect

Link Jobber, Housecall Pro, Service Fusion or Workiz, or upload a spreadsheet. Access is read-only.

02

See what's slipping

Perché flags the quotes, invoices, customers and leads that need attention, in plain English.

03

Follow up in a click

Review the message, press send, and track what comes back.

Simple pricing

Start self-serve with a 14-day free trial, or have us run your follow-ups.

Starter
$299/mo
For owner-operators and small crews who want to see what’s slipping and follow up by email.
Start free trial
  • ✓Jobber, Housecall Pro, Service Fusion, Workiz, or upload your own spreadsheet
  • ✓Cold estimate, unpaid invoice and lapsed customer flags, ranked by dollars
  • ✓Cold-lead and review inboxes, with suggested replies
  • ✓Configurable flag thresholds
  • ✓One-click email follow-ups
  • ✓Recovered-revenue tracking and live ROI on your subscription
  • ✓Weekly summary email
MOST POPULAR
Professional
$599/mo
The full recovery system: the product, hands-on setup, and a guarantee behind it.
Start free trial

Revenue Recovery Engine

The product, with everything in Starter plus:

  • Automatic, escalating follow-up emails (up to 3 touches)
  • One-tap text follow-ups from your own phone
  • Slack alerts and a daily summary email
  • Expected-recovery estimate and lifetime-value ranking
  • Trend, benchmark and category reports, with CSV and PDF export
  • Maintenance-plan revenue at risk and upsell opportunities
  • Take payment straight from an invoice reminder (Stripe Connect)

First $5K Sprint

Done-for-you setup and threshold tuning, plus a 20-minute call where we send your first batch of follow-ups together.

Text script library

Ready-to-send replies for the objections HVAC and plumbing customers raise. See the library

Maintenance Plan Upsell Playbook

How to price, pitch and renew plans customers keep. Read the playbook

The Payback Guarantee

Recover at least your subscription cost within 90 days, or we refund every dollar you paid. How it’s measured

Done-For-You
$1,500/mo
We run your follow-ups for you.
Book a call
  • ✓Everything in Professional
  • ✓Our team reviews your flags
  • ✓We send and manage your follow-up outreach
  • ✓Set up with a call, not a self-serve signup

Common questions

Can't find what you need? Email hello@perchesolutions.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.
During your first 90 days on the Professional plan, Perché tracks recovered revenue in your dashboard (the ROI report). Revenue counts as recovered when an estimate that was flagged is later won, or an invoice that was flagged is later paid, after you sent a follow-up from Perché. Wins that happen with no follow-up from Perché are not counted. If that total is less than what you paid us over those 90 days, contact us and we will refund every dollar you paid. The condition is that you send the follow-ups Perché writes for the items it flags. The same numbers you see in the dashboard decide the guarantee.
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.

The Payback Guarantee

Recover at least your subscription cost within 90 days, or we refund every dollar you paid. One condition: you send the follow-ups Perché writes for you.

Applies to the Professional plan.

How recovery is measured →

Ready to see what you're missing?

Get your free Money Left on the Table Audit — no card required — or book a free 15-minute call.