Lost Revenue — Where The Money Goes

Every category of revenue Cowboy's is NOT collecting · Source: Housecall Pro API + estimate sample
Estimated revenue NOT captured
$
Money that isn't on the Tech Race, isn't on the YoY dashboard, and doesn't show up in HCP's headline numbers. Some is recoverable with collections / process changes. Some is gone. Some is intentionally given away as part of the Service Plan model. The point of this page is to make all of it visible so you can decide what to fix.
Cancelled Jobs (YTD 2026) …
InvoiceCustomerTechDateAmount
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90+ Day AR — Likely Write-Off Risk …
InvoiceCustomerTechDateDays OverdueBalance Due
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Recovery Plan — what to do this week

  1. Collections sweep on 90+ day AR: 175 invoices totaling $106K. CSR makes 3 attempts (call + text + email). After 3 strikes, write off or send to collections.
  2. Cancellation root-cause: 391 cancellations YTD = $207K in lost revenue. From the audit deep-dive: 3 techs (Cody Martinez, Anthony Carrillo, Alfonso Garibay) drive a disproportionate share. Sit down with each.
  3. Unconverted estimates follow-up: 7,682 lifetime estimates never converted (~$6M in pipeline). Build a 48-hour follow-up CSR script per the Audit's recommendation R4 (turn on the Leads pipeline).
  4. Track SP discount per tech: The $300K of intentional give-away to members is fine — but you should know which techs are giving the most away and whether SP pricing rules are being followed correctly.
  5. Refund pattern audit: 32 jobs mention refund/chargeback in notes. Pull and review — is one tech / one product line causing disproportionate refunds?
Cowboy's Air Conditioning & Heating · YTD 2026 (Jan 1 – Jun 8) · Source: Housecall Pro API job + invoice data + sample of 600 estimates
Generated by Michael Scott Lopez for Cowboy's Air Conditioning & Heating
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