
You Are Booked.
You Are Busy.
So Why Is The Bank Account Not Growing?
Because cash leaks through the day to day execution chain. Missed change order. Material waste. Rework. Jobs sitting “almost done”. Billing and collections slipping.
Serventec Solutions helps trades businesses tighten execution so work turns into collected cash consistently.
Remote and async-first • Weekly Loom update + simple report • Meetings only when needed
Where Cash Gets Stuck
If you are working nonstop and the bank account still is not growing, it usually looks like this.
✅ Quotes go out, but follow-up is incosistent
✅ Deposits are not collected the same way every time
✅ Change orders are handled late, verbally, or not at all
✅ Jobs stall between dispatch, field, and office
✅ Material runs and reorders happen to often
✅ Waste and shrinkage are accepted as “normal”
✅ Rework and callbacks burn labour twice
✅ Closeout is not a hard gate, so billing and collections drift
None of this means the business is broken. It means the operating system is missing a few control points and a weekly rhythm that holds when things get busy.
Cash Leaks In Five Places. We Install Control Points In Each One.
Step 1: Before The Job
Quote Follow-up Discipline
Accuracy + Consistent Follow-up
Step 2: Starting
The Job
Deposits + Payment Terms
Collected
Consistently
Step 3: During The Job
Materials & Scope Control
Change Orders Captured
Step 4: Finishing
The Job
Closeout Definition Of Done
No
“Almost Finished”
Step 5: After The
Job
Billing &
Collections
Collections and AR Follow-Through
Where This Typically Applies
√ Trades, service, or industrial businesses in Canada ($2M –$10M Revenue, 10 to 50 staff)
√ Work volume is strong, but cash is inconsistent and the bank account stays flat
√ Quoting is happening, but accuracy and follow-up are not consistent
√ Deposits and change orders are not enforced the same way every time
√ Jobs stall in handoffs between field, dispatch, and office
√ Materials, ordering, and inventory feel reactive, creating waste and emergency runs
√ Rework and callbacks consume more capacity than they should
√ Decisions keep landing on the owner because positional ownership is unclear
This is not an effort Problem. It is a control and follow-through problem.
Built from 7 years inside Canadian industrial operations and applied to owner-led trades businesses.
What You Will Receive Every Week
Every week you get a loom update, a simple report, and follow-through so standards don’t slip when things get busy.
- Loom Updates: A 5-10 minute update on what changed, what’s stuck, and decisions needed for that week.
- Simple Report: A scoreboard, priorities, and next actions
- Follow-Through: We keep standards from slipping during busy weeks
Why This Usually Doesn’t Get Fixed Internally
Most owners already know where some of the leaks are. The problem is consistency under load. This work touches quoting, dispatch, field execution, materials, closeout, and collections. When nobody owns the full chain weekly, it drifts and the business reverts during busy weeks.
This work spans quoting, dispatch, field execution, materials, closeout, and collections, so it falls between roles unless someone owns the full chain weekly.

Start With A Conversation
If you’re booked and busy but cash isn’t building, we’ll confirm fit and recommend the right package level.
(403) 892-3457
warren@serventecsolutions.com