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Help/Pipeline, PTO & AR

Pipeline, PTO & AR

AR digest, PTO chasing, commission ledger, project closeout.

  • Read the AR digest

    Daily 5pm pulse and Monday digest of installed-no-PTO and PTO-no-activation.

    Read · 1 min
  • How PTO chasing works

    Cash sorts installed-no-PTO projects into A/B/C tiers so you hit the hottest cases first.

    Read · 1 min
  • Commission ledger

    How Cash books $200 to inspectors for every passed inspection, and how to reverse mistakes.

    Read · 1 min