See every recoverable dollar and act in one click.
Unify stale estimates, cold leads, declined repairs, and aging-equipment opportunities in one actionable queue.
Revenue Recovery
$34,860 recoverable this week
Stale Estimates
Estimated value $9,200
Declined Repairs
Estimated value $11,450
Aging Equipment
Estimated value $14,210
Aggregate missed revenue by category and value
Rows are grouped into clear categories so owners can prioritize the biggest recoverable dollars first.
See recovery categoriesKey benefit: You focus team effort where ROI is highest.
Stale estimates
$9,200
Declined repairs
$11,450
Aging equipment
$14,210
Launch follow-up from the same dashboard row
Send texts, enroll sequences, or schedule callbacks without opening multiple screens.
See action controlsKey benefit: Recovery becomes a daily workflow, not a monthly scramble.
Automation
Thanks for reaching out. What time works best?
Customer
Can we do tomorrow at 2?
Dispatcher
Booked for 2:00 PM. See you then.
Keep queue quality high without manual reporting
Automated refresh logic updates opportunities and hides dismissed rows until they are relevant again.
See refresh logicKey benefit: Teams spend time acting, not rebuilding lists.
New
12
Estimate Sent
8
Won
5
Aging indicator: 4 leads have been idle for 7+ days.
Got a question?
Free resources
Guides, templates, and checklists to help you get the most out of this feature.
Service Agreement Growth Guide
How to enroll more members from completed jobs and build predictable monthly revenue.
Read moreMRR Forecast Template
Track enrollments, churn, and recurring revenue trends with one operator-friendly sheet.
Read moreRevenue Recovery Playbook
Processes to reactivate stale leads, declined repairs, and aging-equipment opportunities.
Read more