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PIVOTL

@pivotl.io

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🏆 #1 Home Service Financial Services Firm
💰Fractional CFO Coaching
💻 ServiceTitan Implementation
📚 Bookkeeping
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A little friendly competition never hurt anyone. 🏎️🏁 The PIVOTL team took things up a gear at Circuit Florida. Fast cars, good company, and the kind of team building we can get behind. Whether we’re on the track or getting your books back on track, we’re all about keeping things running smoothly. LETS GOO 🏁💥🏎️ by @pivotl.io
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7 days ago
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Its Not Sexy however its the path to millions. If you are in HVAC plumbing or electrical you need to understand your books. And you need a CPA who understands your industry. Not every CPA does. Your CPA needs to understand your margins. Your labor. Your overhead. Your pricing. Your cash flow. And exactly how a home service business operates. The numbers tell the truth. Learn how to read them and make better decisions. #leadership #hvac by @pivotl.io
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a month ago
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Another great event! Thank you Rocket group and SCALE!!! At PIVOTL, we help you know your numbers, so you can SCALE!! 🚀🚀 taken in Columbus, Ohio by @pivotl.io
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a month ago
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Giveaway time!!! Tag your company and win this incredible gear donated by the generous people at @boschtoolsna and sponsored by @pivotl.io To enter: 1.) Tag your 2.) Follow Pivotl and Bosch Professional Power Tools and Accessories 3.) Share this post I will announce the winners this coming Thursday July 30th on my evening livestream! ***In addition to these items, you will be entered to receive a free financial analysis from the team at Pivotl Fractional CFO and Accounting Services. BUILT by the trades FOR the trades.*** Good luck! #hvac #electrician #likeabosch #hvaclife #boschpowertools by @pivotl.io
24
3 months ago
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****ANNOUNCEMENT**** Almost exactly a year ago, a guest asked if he could pray over me... like, legit head-down... He prayed that I would be “the voice of our industry” and my conversations would spread far and wide. The other day, one of my reels was shared from California to a friend here in Texas - they had no idea we knew each other. 200K views/listens/interactions in the last 90 days... Two. Hundred. Thousand. 🤯🤯🤯🤯🤯🤯🤯 Prayer. Answered. This labor of love has taken a hobby, to an endeavor I never would’ve imagined. Ladies and Gentlemen, I am so incredibly proud to announce, that the So I Was In This House Podcast is now brought to you by Pivotl. Who is Pivotl? Pivotl currently serves over 100+ home service, HVAC, plumbing, and electrical companies as their fractional CFO’s and bookeepers. They’ve specifically designed their systems for the trades, and by the trades. You work hard, shouldn’t you know where that hard work is going at the end of each month? Get your free financial score at: pivotlscore.com or go to pivotl.com Tell them Everett sent you! #homeservices #businessowner #tradesbusiness #plumbing #hvac by @pivotl.io
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5 months ago
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We had a great 1st day and the @servicetitan toolbox for marketing and Ai today. Top 3 take Aways: 1. Create a SMS campaign for unsold estimates right away. 2. Design an automated “we miss you” email campaign to keep customers engaged that haven’t used the company in over 1 year. 3. Become an AI architect and use it to put more automation in your business and your life. We @pivotl.io learned a ton taken in Renaissance Atlanta Midtown Hotel by @pivotl.io
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10 months ago
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Last week, Rett got to meet with one of our awesome clients, Ampere Electric!! It’s always great to get visit clients at their place of business. Also they happen to be the best electrical company in Las Vegas! taken in Las Vegas, Nevada by @pivotl.io
2
a year ago
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Last week we connected with hundreds of incredible HVAC, plumbing, and electrical business owners who are changing the game. 💪 From conversations about profit strategy to growth systems and leadership, one thing was clear — the trades are thriving when business owners have clarity and confidence in their numbers. 🔥 We loved hearing how contractors are thinking ahead to 2026 — smarter pricing, stronger cash flow, and better balance between the field and the office. Big thanks to everyone who stopped by, and shared stories. You remind us why we do what we do. 👏 Here’s to building more profitable, less stressful, and more purpose-driven trades businesses. #ServiceWorldExpo #TradesBusiness #HVACBusiness #PlumbingBusiness #ElectricalContractor #PIVOTL #PIVOTLMOMENT #ContractorGrowth #BusinessStrategy #FinancialClarity #HomeServicePros taken in Service World Expo by @pivotl.io
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a year ago
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Last week our PIVOTL team had the incredible opportunity to be at Pantheon 2025 in Anaheim! We came together with so many inspiring leaders, innovators, and friends in the trades to share ideas, learn, and celebrate the future of our industry. Events like this remind us why we do what we do — building community, pushing boundaries, and helping contractors succeed at every level. So proud of our team for showing up with passion, curiosity, and drive. 💪 Here’s to taking everything we learned back home and turning it into action for our partners and clients. Until next year, Pantheon — we’re fired up for what’s ahead! 🚀 #Pantheon2025 #ServiceTitan #PivotlTeam #Community #Innovation #Growth #fixyourbooks #tradespartner #finance #fractionalcfoservices by @pivotl.io
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a year ago
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💰 If YOU aren’t confident in your pricing… why would your techs be? In this clip from the Socks Gone Podcast, I break down why your team’s belief in your pricing is the hidden driver behind higher close rates and bigger tickets. When you’re confident, your techs are confident. When your techs are confident, customers feel it—and they buy. 📌 Watch the full episode on YouTube—Link is in bio. #SocksGonePodcast #SockKnocker #HVAC #Plumbing #Electrical #HomeServicePros #SalesTraining #TechTraining #BusinessGrowth #PriceConfidence #TradesBusiness #BookedOrBusted by @pivotl.io
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a year ago
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Cost your jobs. Check your P&L. Repeat. Who makes more money? You do. #contractors #homeservices #profits #entrepreneurship #tradework #finance by @pivotl.io
1
a year ago
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Hiring a bookkeeper doesn’t drain your cash; it protects it. #bookkeeper #bookkeeping #business #finance #accountingservices by @pivotl.io
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a year ago
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