Product

A revenue operations layer above your office and your field-service software.

Revenue Recovery OS is not a receptionist, a chatbot, a CRM or an FSM. It watches the moments where HVAC revenue leaks — the unanswered ring, the voicemail, the unbooked qualified caller, the quiet estimate, the cancelled window — and turns them into booked, attributed jobs under your rules.

01

Capture

Inbound calls, SMS, missed calls, after-hours and overflow are caught instead of lost. Your staff still rings first during office hours.

02

Understand

HVAC-specific qualification: intent, urgency, service area, customer lookup, deterministic safety screening, replacement signals.

03

Dispatch

Availability, booking rules, dispatch rules, technician skills, same-day limits and membership priority, applied exactly as you configured them.

04

Recover

Missed calls, unclosed estimates, cancellations, old leads, abandoned forms and bookings, financing and membership opportunities.

05

Attribute

Every opportunity moves through Estimated → Contacted → Qualified → Booked → Completed → Invoiced → Collected. Nothing is blended into one number.

Owner dashboard

Money first, operations second, everything labeled.

Owner dashboard · illustrative sample dataHEAT MODEFSM HEALTHY
Estimated pipeline
$41,820
estimated · not cash
Booked value
$16,260
confirmed in FSM
Completed attributed
$13,420
invoiced
Collected
$11,800
cash received
Live customer activity
  • NO COOL • CHANDLER · 11:43 PMAI ACTIVEREPLACEMENT HIGH
  • MAINTENANCE • SCOTTSDALE · memberBooked
  • NO HEAT • MESA · after-hoursHUMAN HANDOFFQualified
  • CANCELLATION • TEMPE · waitlist offer sentWAITLIST
This week
  • Calls recovered24
  • After-hours conversions13
  • Replacement opportunities6
  • Cancellation slots filled8
  • Estimated pipeline, booked value, completed and collected revenue shown separately
  • Calls recovered, jobs booked, after-hours conversions, replacement opportunities, cancellation slots filled, financing opportunities
  • Live customer activity with AI state, booking state and handoff status
  • System health for phone, AI, booking, FSM, SMS and database
  • Staff queue for callbacks and human follow-ups
  • Usage against plan allowances, with warnings before limits
Company Brain

Your rules, in plain English, enforced by the application.

Hours and emergency hours

Office and dispatch schedules in your timezone; Arizona's no-DST behavior handled.

Service area

ZIP codes and cities. Out-of-area callers are declined politely and recorded.

Booking and dispatch

Hold time, lead time, windows offered, same-day cutoff, jobs per technician, member priority, skill matching.

Pricing the AI may quote

Each price is explicitly quoteable or internal. The assistant cannot invent a number.

Human handoff

Ring staff first, takeover delay, overflow threshold, transfer numbers, after-hours line.

Emergencies

Gas, CO, smoke, burning electrical, medical: approved scripts, urgent alerts, no improvised repair advice.

How dispatch rules are applied →

Find the revenue your current operation is leaving behind.

A complimentary Revenue Leakage Audit reviews your phone experience, after-hours coverage, booking friction and follow-up funnels — with every finding marked observed or requiring verification.

Get a Complimentary Revenue Leakage Audit