Revalytics · Recoverable Revenue Monitoring · Alerts layer of Recovery

Your job isn't finished when you give an estimate.

A tech drove to the house. A quote was written. The customer looked at it. Every downstream cost in the business - marketing, CSR time, field hours, materials pricing - has already been spent.

The only thing between that estimate and booked revenue is a follow-up call nobody made. Recoverable Revenue Monitoring is the alerts layer of Revalytics Recovery, pointed at one thing: estimates sitting open, aging out of the close window.

Close rate @ 24h
38%
If you touch it.
Close rate @ 36h+
6%
If you don't.
The window
24h
Narrow by design.
Recovery queue · live · sample 7 estimates aging
Recoverable right now
$47,820
Within the close window · if touched today
Queue · Top 3 · Ranked by recovery probability refreshed just now
Benchmark 38% close @ 24h · 6% @ 36h+

Illustrative. Your queue runs on your real estimate data the morning after install.

The iceberg

For every $1M you book,
another $2.6M leaks.

Recovered typically
10–20%
Inside 90 days.
Of that leak
Recoverable
Most is reachable.

Shops with $1,200+ average ticket · Revalytics network data

The gap

The work got done.
The follow-up didn't.

Trade businesses are built to execute the job. Most aren't built to execute the conversion after the job gets quoted. That's where the revenue sits. In the gap between "estimate delivered" and "job booked."

The work that got done ● Already spent

Every dollar it took
to make the estimate.

  • Ad spend produced the lead
    $40–$200 per qualified lead, depending on channel.
  • CSR time to book the call
    Dispatch, scheduling, first-touch notes.
  • Tech drive + diagnostic
    Truck cost, fuel, hour of labor. Billable only if it closes.
  • The estimate itself
    Written, priced, delivered. The expensive part is done.
What didn't happen ● Money on table

The five minutes
that closes it.

  • A follow-up call at 12 hours
    The highest-conversion follow-up window. Missed by default.
  • Answering the customer's one question
    Price, timing, financing. Often the only reason they didn't book.
  • A second touch before 24h
    Close rate drops from 38% to 6% after 24h. The window is narrow.
  • Assigning it to someone
    In most shops, nobody owns the follow-up. It's nobody's job.
  • Knowing it's aging at all
    By the time the tech asks next week, the window is closed.

"You already paid for everything it took to make the estimate. The only thing left to spend is five minutes on a call. That's the cheapest revenue you'll ever book."

The three alerts

Three signals.
Nothing else.

If it's not one of these three, we don't send it. The product's job is to protect your attention. Not compete for it.

01

The 12-hour
signal.

Estimate delivered. 12 hours passed. No follow-up logged. Conversion probability is dropping by the hour. You hear about it before the window closes.

Aging Estimate 9:14 AM
Martinez · $4,280 · 12h · 62% recoverable
HVAC replacement · quoted Tues 2:14 PM · customer opened twice · no callback logged
02

The 24-hour
cliff.

Recovery probability just hit the cliff. 38% close rate becomes 6%. Last chance, this hour. After this, it's cold.

Window Closing 6:40 AM
Patel · $12,400 · 70h · 22% recoverable
Water heater replacement · quoted Monday · opened 3x · closing in 2h
03

This morning's
worklist.

One message, first thing. The day's top aging estimates, ranked by recovery probability × dollar value. Read in ten seconds. Know what to close first.

Daily Queue 8:03 AM
7 estimates aging · $47,820 recoverable
Top 3: Patel $12,400 · Chen $8,600 · Martinez $4,280

Three signals. Not thirty. We don't guilt-trip your techs. We just point to where the cheapest revenue lives. And name the clock.

Anatomy of an alert

Every alert, closable
in ten minutes.

Every alert contains four things. Customer. Dollar. Age. Probability. Plus one tap to route the call back into the business.

1 · Category
2 · The math
3 · Context
4 · One tap
Aging Estimate 9:14 AM · via dashboard
Martinez · $4,280 · 12h · 62% recoverable
HVAC replacement. Quoted Tuesday 2:14 PM. Customer opened the estimate twice on Wednesday. No callback logged. Window closes in 12 hours. Recovery probability drops from 62% to 6% after that.
  1. 01 · Category

    How aged. How close to the cliff.

    Amber for aging (12h). Red for the 24h cliff. Blue for the daily queue. Urgency encoded in the color, readable at a glance.

  2. 02 · The math

    Customer. Dollars. Clock. Probability.

    One line, four numbers. Enough to triage the alert and decide whether to act now, delegate, or snooze.

  3. 03 · Context

    Why we flagged it now.

    Opens, reads, the specific scope of the job, and (critically) where the recovery probability is heading if you wait.

  4. 04 · One tap

    Call. Assign. Close.

    Call the customer directly from the alert. Assign the follow-up to the tech or CSR who should own it. Mark it closed when it's done. No dashboard.

Delivery

Three channels.
No new app.

Three channels. You pick which. We'll never pile them on.

01

Text.

Where your attention already lives. No app required. Alerts arrive as SMS, readable in one glance.

02

On screen.

Live alert feed inside Revalytics. Open it when you want the full picture, ignore it when you don't. Always current.

03

Inbox.

Daily recovery queue · weekly recap · window-closing escalations. Pick any combination.

The restraint promise

The product's job is to protect your attention, not compete for it. If an alert fires and you don't act, we don't send another one about the same estimate. One signal. One chance. Your call.

What this isn't

Want the AI to run
follow-ups? Get Recovery.

Recoverable Revenue Monitoring points you at the estimates that need a call. Revalytics Recovery makes the calls for you. AI-driven follow-ups, automatic outreach at the right moment, total recovered revenue reporting.

Where you are ● Alerts layer

Recoverable Revenue
Monitoring

The signal. The queue. The clock. You make the call. We just make sure you know when.

  • Daily recovery queue (ranked, 8:03 AM)
  • Aging estimate alerts (12h threshold)
  • Window-closing alerts (24h cliff)
  • Recovery probability scoring per estimate
  • SMS · email · in app dashboard

Upgrade anytime. Alert history carries over. Existing rules stay active.

From the field

"Revalytics helped us recover $121,000 in 90 days. Being able to see leads and estimates slipping through the cracks in real time, and pull them back before the window closed, changed how we run the business."

Ashley Hileman
Ashley Hileman
Owner · Home Heroes Plumbing Heating & Air

Individual customer result. Written permission on file.

Questions

Asked &
answered.

Won't this just nag my techs? +
Alerts go to you, not to the tech, unless you route them to a CSR or a dedicated follow-up owner. The product is built on the assumption that your techs are good at quoting, and that somebody else should own the follow-up. Most shops don't have that person today. This helps you see whether you need one.
Where do the close-rate benchmarks come from? +
Revalytics customer data, across plumbing, HVAC, electrical, and roofing shops. The 38% close rate at 24h and 6% after 36h are medians. Your rates will vary based on ticket size, trade category, and customer segment. We surface your specific rates during trial so you can calibrate.
What about estimates over $10K, different rules? +
Yes. High-ticket estimates ($10K+) have longer natural close windows. Customers get second opinions, arrange financing, involve spouses. Recoverable Revenue Monitoring applies different thresholds by ticket size automatically. The 12h/24h model is tuned for typical residential service estimates.
What does this pull from? +
Your FSM. ServiceTitan, Housecall Pro, FieldEdge, Jobber, Service Fusion. One OAuth connection. Every estimate created in your FSM gets tracked from creation through close or expiration. No double-entry, no CSV uploads.
How is this different from ServiceTitan's built-in follow-up tools? +
ServiceTitan tells you an estimate exists. Revalytics tells you it's aging, what the recovery probability is based on your own history, and when the cliff is coming. In a place you'll actually see it. The FSM is a record-keeper. Recoverable Revenue Monitoring is a signal.
What does this look like for my shop? +
Book a 20 minute demo first. We'll walk you through the platform on sample data from a real residential trade shop. If it's a fit, you sign up for a 14-day trial at the end of the call. We schedule onboarding to connect your FSM. The 14 days run on your real estimate data. Native call tracking is built in. No card required. Walk away anytime.
Book a demo

Close the loop.

Thirty minutes on a live call. Sample data first, your real estimate data after. The first recovery queue lands the morning after onboarding. If the alerts don't earn their keep, walk away. No card, no commitment.

20 min · Sample data · Then 14 days on yours

The recoverable-revenue alerts layer of Revalytics Recovery. Built for operators who know the estimate isn't the finish line.