THE REVENUE OPERATING SYSTEM FOR SERVICE BUSINESSES
Answer more inquiries. Follow up on estimates. Book more work.
We set up and manage AI agents that handle customer conversations, built to work alongside the tools you already use.
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Try Abby—see how she handles a customer inquiry.
Keep your systems. Connect the work.
Planned connections for the tools your shop uses. Explore integrations
Where revenue slips
An inquiry goes unanswered. An estimate stalls. A handoff loses context. A past customer never hears from you again.
- Capture new business
- Convert open estimates
- Bring customers back
From an open inquiry to a verified next step.
01
An opportunity stalls
A customer asks for help while the team is busy.
02
The right role takes the next step
Abby captures context and follows up when permission and rules allow.
03
The customer agrees
Availability is checked; an appointment is made only after agreement.
04
The outcome is visible
Calendar and message receipts show the result. Unresolved work goes to the right person.
The full revenue lifecycle
One platform. The entire lifecycle.
A connected customer experience from first contact to repeat business.
Front office
Answer requests, qualify intent and move the right opportunities toward a booking or an estimate.
Capture the request, check availability and confirm the next step. Abby handles supported conversations; unresolved questions stay visible for your team.
Customer request → qualified next step
Abby at work · Command Center
See results. Spot revenue opportunities.
An AI employee powered by FieldRevOS. See the day’s appointments, team decisions and completed work in one place.
Command Center
Copper Mesa Services
Today’s activity · as of Wed, Oct 7 · 12:45 PM · Arizona time
Powered by FieldRevOS
Capture → Coordinate → Verify → Follow up
Open work, recorded results and the next action, together.
Recovery today
2 missed inquiries became booked visits.
Included in today’s 6 bookings · $574 recovered booked work.
24 Calls
17 in · 7 out
30 Texts
12 in · 18 out
14 Emails
5 in · 9 out
8 Web chats
8 in · 0 out
9
New leads
Today
6
Visits booked
$1,250 booked work · 2 recovered inquiries
$650
Collected
Payment recorded
2
Needs your team
2 decisions · assigned owners
Your day
3 upcoming appointments today · Arizona time
Completed & confirmed
Needs attention & next steps
4 open · 2 need you
Recorded outcome
Maya Chen
Missed inquiry → visit booked
- Activity summary
- Maya Chen agreed to the appointment. Calendar, text and email confirmations are recorded.
- Next step
- Completed in the connected records. No owner approval is needed.
History & confirmations
Inquiry captured · Oct 7, 9:05 AM
Customer could not reach the team earlier. Contact permission was recorded.
Outbound callback connected · Oct 7, 12:38 PM
Abby confirmed the customer and the service request.
Customer agreed · visit booked · Oct 7, 12:40 PM
1:00 PM today with Taylor. Calendar entry recorded.
Confirmation text delivered · Oct 7, 12:41 PM
Text delivery recorded.
Confirmation email delivered · Oct 7, 12:41 PM
Email delivery recorded.
Working in the background
Progress, next steps and blockers
HVAC maintenance follow-ups
Waiting3 completed · 2 waiting for a reply · 12:42 PM
Appointment reminders
ScheduledNext reminder at 3:30 PM · 12:40 PM
Replacement estimate follow-ups
Setup requiredCRM workflow example · Not started
Connect CRM and agree contact rules
Review requests
Setup required3 completed HVAC jobs eligible · Not started
Review workflow is not connected
Revenue overview
Estimates, booked work and payments
- $22,100
- Open estimates
- $1,250
- Booked work
- $972
- Outstanding invoices
- $650
- Collected
3 replacement estimates
6 visits booked today
3 unpaid invoices
1 paid invoice · receipt recorded
- INV-101 · Unpaid$425
- INV-102 · Unpaid$358
- INV-103 · Unpaid$189
- INV-104 · Paid$650
The paid invoice covers an earlier AC repair.
Revenue recovery
Bring open opportunities back into focus.
Recovery goes beyond the first conversation. Use the records in your connected systems to identify what stalled, agree on the next action and track what happens.
- 01
Missed inquiries
Reconnect with people who asked for help and never reached a clear next step.
- 02
Stalled estimates
Follow up on open proposals with the right context and a clear decision to make.
- 03
Past customers
Make timely follow-up part of the relationship, with contact rules agreed in advance.
Each workflow depends on the records and permissions available. Open opportunities, booked work and collected payments stay distinct; recovered revenue requires verified payment evidence.
Design partner program
60-90 day proof window for a small group of HVAC owner-operators.
$399/month + a $997 refundable guarantee
If Abby books fewer than 10 jobs into your calendar in your first 90 days, you get the $997 back. Includes 700 call minutes a month; $0.50/min after that. Guarantee applies once onboarding is complete and your main line forwards to Abby; cancelled or duplicate bookings don't count. Full terms in writing at signup.
Questions
Clear answers before you connect the work.
What changes, what stays, and where your team remains in control.
Next Step
Collect, recover, and grow.
Review where opportunities are missed, identify the first workflows worth improving, and discuss your systems and scope.