Built for plumbing, roofing, HVAC & glazing

You're burning ad cash. MarginFlow stops the leak.

Most paid leads never become banked jobs. MarginFlow turns hot traffic into same-day quotes, signed on-site extras, and invoices that actually pay.

14.2days

Lead-to-Cash Velocity

Ad clicks aren't payments

Most leads never get quoted same day

Hot leads cool off fast

Slow replies kill close rates within hours

Crews miss extras on site

You leave margin behind on every job

Invoices sit unpaid

You lose working capital and pay interest

You're paying for traffic, not banked jobs

Ad spend without conversion is just waste

The Flow, Rebuilt

From ad click to money in the bank — here’s how the flow changes.

Every touchpoint is engineered for speed, confidence, and cash collection. Scroll the new end-to-end flow your team never has to fight with.

Step 01

Lead Captured

→ Auto-tagged, deduped, and routed instantly.

Meta, Google, and web enquiries land in one queue with source tracking and owner assigned in seconds.

Step 02

Instant Response (≤60s)

→ SMS/email asks for postcode and photos.

A branded sequence confirms receipt, collects context, and schedules the site visit before competitors react.

Step 03

Quote Same Day

→ Branded PDF delivered while they’re hot.

We assemble pricing, attachments, and T&Cs, then ship a signature-ready proposal within hours.

Step 04

Extras Signed On Site

→ One-tap e-sign with photos and notes.

Crews capture the upsell, customer signs on glass, and the change order syncs back automatically.

Step 05

Invoice Auto-Sent

→ Within 30 minutes of job completion.

Completion triggers the invoice, payment link, and friendly cover email without admin chasing.

Step 06

Cash Collected Predictably

→ Gentle reminders at Day 3, 7, and 14.

Escalating yet polite sequences collect payment while keeping client relationships intact.

Step 07

Margin Dashboard

→ Track speed, overdue %, CO profit, and ROI.

You see every KPI against baseline in a Monday email and optional live dashboard.

Done-for-you by CLVR

Get paid faster. Protect your margins.

MarginFlow installs in 3–5 days and runs in the background — same-day quotes, on-site signed extras, and invoices sent the same day. We do the work; you get the cash.

Every lead gets a quote in under 24 hours.
Every quote is chased automatically until it closes.
Every completed job issues an invoice the same day.
Every overdue gets followed (politely) until it's paid.

You don't log in. You don't manage it. We run it. Every Monday you get a results email.

Book a 15-minute walkthrough
Live in 3-5 days•30-day guarantee•by CLVR Automations
Weekly Results — Quotes Faster, Cash Sooner
Monday 8:00 AM

This week vs baseline

Time-to-Quote:11.8h (↓42%)
Win Rate:38% (↑9 pp)
Invoice Lag:0.8 days (↓61%)
Overdue:£6,220 (↓31%)

Actions taken automatically

• 16 quotes followed up (2/5/7-day cadence)
• 11 invoices issued on job completion
• 7 overdue reminders sent
Simple. Automated. Effective.

Three steps to more cash

We install, we run it, you get paid faster. No new software to learn.

1

We install in 3 days

Connect your tools. Capture your baseline. Test the flow. Done.

2 hours of your time
Two short calls, that's it
Zero software changes
Works with your existing stack
Live in 72 hours
From kickoff to first automation
Xero connected
Read-only access granted
Jobber integrated
Webhooks configured
Baseline captured
Ready to measure results
2

It runs automatically

Every lead quoted. Every quote chased. Every job invoiced. Every payment followed up.

Quotes in 24 hours
Automatic reminders if delayed
Follow-ups at 2, 5, 7 days
Polite nudges until they respond
Same-day invoicing
Job done → invoice sent automatically
Payment reminders
Gentle escalation until paid
MarginFlow Active
Running 24/7
Today
16 quotes followed up
2/5/7-day cadence
Today
11 invoices sent
Same-day on completion
Today
7 payment reminders
Polite escalation
3

You see the results

Every Monday, hard numbers vs your baseline. No fluff, just facts.

Weekly email report
All key metrics in one place
Compare to baseline
See exactly what improved
Optional dashboard
Drill down if you want details
Weekly Results
Monday 8:00 AM
Time-to-Quote
11.8h
↓42%
Win Rate
38%
+9pp
Invoice Lag
0.8 days
↓61%
Before & After

The transformation

From chaos and cash leaks to automated precision

Before MarginFlow

3-7 days
to send a quote
Leads go cold, competitors win
80%
of change orders missed
Margin left on every job site
7+ days
to send invoice after job
Cash flow strangled
30-90 days
chasing overdue payments
Manual follow-ups, wasted time

With MarginFlow

< 24 hours
to send a quote
Strike while leads are hot
95%
of change orders captured
Protect every penny of margin
Same day
invoice sent automatically
Cash flow accelerated
2x faster
payment collection
Automated, polite reminders

Stop bleeding cash. Start banking more jobs.

Features that convert leads to cash

Six systems working together to stop ad waste and accelerate your cash flow

Speed-to-Lead

Every lead gets an instant SMS/email reply confirming receipt and setting expectations for quote timing.

How it works: Webhook from Meta/Google Ads or form submission triggers instant branded reply via Twilio/SendGrid with UTM tracking and lead deduplication.
→ Keeps leads warm while you prepare the quote

Quote Accelerator

Automated follow-ups at 2, 5, and 7 days after quote sent until customer accepts, rejects, or requests changes.

How it works: Monitors Jobber/Xero quote status; sends polite SMS/email reminders with quote link. Stops when quote is marked won/lost or customer replies.
→ Typical 10-15pp win rate increase

Change Order App

Crew captures on-site extras with one-tap e-sign, camera upload, and instant deposit request link.

How it works: Mobile-optimized form with Stripe payment link generation. Attaches to job ID in Jobber; updates invoice automatically. Works offline, syncs when connected.
→ Capture 75%+ of change orders vs 20% manual

Invoice Turbo

When job is marked complete in Jobber, invoice is created in Xero and sent to customer same day with payment link.

How it works: Jobber webhook → Xero API creates invoice → SendGrid sends branded email with Stripe/bank transfer link. Includes line items, photos, and T&Cs.
→ Reduce invoice lag from 7 days to same-day

Cash Flow Guard

Polite reminders at 7, 14, and 21 days overdue with escalating tone. Stops when paid or customer responds.

How it works: Daily Xero sync checks invoice status. Sends SMS/email with payment link. Respects quiet hours (08:00-18:30) and STOP requests. Logs all interactions.
→ 25-40% reduction in overdue balances

ROI Dashboard

Weekly email with hard numbers: time-to-quote, win rate, invoice lag, overdue balance vs baseline.

How it works: Aggregates data from Jobber, Xero, and internal logs. Compares to baseline captured during install. Optional web dashboard for drill-down analysis.
→ Know exactly what's working, no guesswork

Real Results

Example results from contractors using MarginFlow

Book to verify for your business

HVAC Contractor

£1.2M annual revenue, 8-person team

Quote Lag
48h → 11h↓77%
CO Capture
18% → 68%+50pp
Overdue Reduction
£18k → £11k↓39%

Quotes out same-day and payments sped up. Night and day.

Roofing Company

£2.8M annual revenue, 22-person team

Win Rate
31% → 44%+13pp
Invoice Lag
9d → 1.2d↓87%
Overdue Reduction
£42k → £29k↓31%

Overdues down ~30% in six weeks.

Plumbing Services

£850K annual revenue, 5-person team

Quote Lag
72h → 14h↓81%
Win Rate
26% → 38%+12pp
CO Capture
12% → 71%+59pp

We're capturing extras we used to miss completely.

Results vary by business. Book a walkthrough to see what's realistic for your operation.

Book a 15-minute walkthrough

The MarginFlow Guarantee

30-day performance guarantee: if we don't improve at least two baselines (Time-to-Quote, Invoice Lag, CO compliance) within 30 days, we will waive setup fees until targets are hit.

We measure against your data, not guesses:

Time-to-Quote (hours)
average time from lead to first quote
Win Rate (%)
accepted quotes / decided quotes
Invoice Lag (days)
job completed → invoice sent
Overdue (% or £)
outstanding beyond due date

What we need from you:

  • • Keep running your business as usual
  • • Send us access to Xero/QuickBooks, Jobber/Sheets, email/SMS/WhatsApp
  • • Nominate an approver for 30-minute check-ins
Quiet hours & safeguards: sends only 08:00–18:30, max 1 SMS + 1 email per contact per day, STOP/unsubscribe respected automatically.

Calculate Your ROI

See how much ad waste you could recover and how much working capital you could free up.

Interactive calculator — adjust inputs to see your numbers

ROI Calculator

Calculate your potential savings

Expected Improvements

Your Results

Extra jobs / month:0
Extra margin / month:£0
Cash acceleration:£0
Total monthly benefit:£0

In this scenario you could add ~12 jobs/month and free £5,100 in working capital.

Frequently Asked Questions

Everything you need to know about MarginFlow

Stop letting your margins slip away.

MarginFlow isn’t another app. It’s a system that turns paid leads into predictable revenue — same-day quotes, on-site signed extras, automated invoicing, and faster cash in the bank. The Sprint builds it. The Retainer keeps it running.

The Sprint

We map the flow, wire in your stack, and prove the numbers inside a single week.

The Retainer

Our ops team runs the automations, tunes copy, and reports KPIs every Monday.

🎯 Book Your Private ROI Walkthrough