Free resources

Playbooks for contractors and practices

Practical guides for presenting financing, winning more jobs and keeping more of every sale.

What You're Missing Calculator

Estimate the revenue and profit your current financing setup may be leaving behind.

How HVAC contractors turn financing into bigger tickets, higher close rates and fewer walk-aways.

How roofing contractors turn financing into closed replacements, covered deductibles and fewer walk-aways.

How plumbing companies turn financing into bigger tickets, faster yeses on emergency calls and fewer walk-aways.

How window and door companies turn financing into whole-house projects, faster decisions and fewer walk-aways.

How remodelers and general contractors turn financing into fuller scopes, faster signatures and fewer stalled projects.

How deck and outdoor living builders turn financing into bigger projects, better materials and fewer walk-aways.