CRM or workflow changes have bloated WIP – how do you finance the gap?

Switching to a new CRM or dispatch platform like ServiceTitan can temporarily slow your billing and balloon your work-in-progress. Suddenly it takes longer to invoice and your accounts receivable stretch. This is a cash-flow issue, not a profitability issue. Plug the gap with a short-term line of credit or contract CAPLine so you can pay techs and suppliers.

If the change results in a permanent increase in working capital needs—because you’re doing more work—consider increasing your revolving limit. Be careful with factoring here; selling invoices too often can train clients to delay payment and invites questions about your solvency. Above all, tighten your processes: invoice the same day the job closes, collect deposits on equipment and train office staff on the new system before going live. Technology should make you richer, not poorer.