Start with the records. End with a clearer next move.
Revvy reads the records a trades business already keeps, measures each rate against a target you can change, and shows the working behind every figure.
Five steps from records to a next move
Bring in the records
Import CSV files of your leads, calls, quotes, jobs, invoices and marketing spend. The checks Revvy can run depend on the records you have for the business and the period. Live connections to ServiceTitan, Housecall Pro and Jobber are planned.
DemoContoso Plumbing & Drain: Its records come through Revvy's ServiceTitan demo adapter, and no ServiceTitan account is called. Each demo business has a demo adapter of its own.
Check the baseline
Review the period, the definitions and the data coverage. See how many leads are old enough to judge, and how many quotes are still waiting on a decision.
DemoContoso Plumbing & Drain: Records cover October 1, 2025 to September 30, 2026, 365 days. 1,348 of 1,392 leads were at least 14 days old at the end, so the 44 newer ones are left out of the booking rate. Of 265 quotes presented, 187 were sold or lost, and the close rate is taken over those 187.
Inspect the opportunity
Revvy measures each rate against a target and works out what closing the gap could be worth, as a range with its working. Wins that act on the same jobs are not added in full, and the added work is checked against the open slots on the schedule.
DemoContoso Plumbing & Drain: Booking rate 47.2% (636 of 1,348 leads) against a target of 80%. Close rate 30.5% (57 of 187 decided quotes) against 45%. Upside of $226K–$338K a year and $72K–$108K one-time, shown apart and never added together.
Choose what to look into
Use the findings, the breakdowns and the action plan to focus the team. Confirm the cause before you change how the work is done.
DemoContoso Plumbing & Drain: 66 of the 75 quotes open 14 days or more have no follow-up on record. A missing record can mean nobody followed up, or that it happened outside the system, so it is a question for the team, not proof.
Review with fresh records
Run the analysis again once new records are in. Compare like-for-like periods, and note what else changed: demand, the mix of work, staffing and the targets.
Questions people ask
Does Revvy replace our CRM or field-service software?
No. Revvy reads the records your systems already keep and helps you choose what to work on first. Your team keeps running customers, jobs and follow-up in the systems it uses today.
Which integrations are available?
CSV import works today. Live connections to ServiceTitan, Housecall Pro and Jobber are planned for real accounts; none is live yet. The demo's records come through Revvy's demo adapters, one per demo business: Contoso Plumbing & Drain through the ServiceTitan demo adapter, Northwind Heating & Air through the Housecall Pro demo adapter and Fabrikam Roofing through the Jobber demo adapter. No account with any of them is called.
Is the opportunity estimate a forecast?
No. It is a range worked out from the records supplied and the targets in use, with its formula and assumptions shown. What actually happens depends on how the work is done, on demand, on margins and on crew time. It is revenue, not profit; where a gross margin is on file Revvy also shows gross profit, which is not net profit or EBITDA.
Are the targets industry benchmarks?
No. They are judgements you can change for each business, and Revvy holds no industry benchmark data. In the demo they are Revvy's defaults: a booking rate of 80% and a close rate of 45% on decided quotes.
Does Revvy contact customers automatically?
No. Revvy finds and sizes the opportunities and keeps the action plan. It sends no messages, makes no calls and dispatches no one; your team does that work in its own systems.
Does a high score mean the business is doing well?
No. The Opportunity Score measures headroom: how much measured shortfall against the targets is in the records. A higher score means more supported upside, not a healthier business, and a well-run business scores low. It is not a health, credit or quality rating.
Does high confidence mean the revenue will happen?
No. Confidence reflects how many records sit behind a figure, and nothing else. It is not a probability that an improvement will work. It sets how wide the range is: the lower the confidence, the wider the range.
Does AI work out the figures?
No. Every figure comes from Revvy's rules-based engine, and no model is asked for a number. When an AI provider is configured, a model can reword a finding's explanation, and its answer is checked against the calculation before it is shown. Without one, a fixed template writes the explanation from the calculation. No AI provider is configured in the live demo, so its explanations come from that template, and each one is tagged with who wrote it.
Can I try it on my own records?
Not in the demo. It has no sign-in, and anything entered there is visible to anyone who opens it, so do not enter real business or customer data. Sign-in for real customers is not built yet.
See the process in the demo.
Open a demo business, follow one finding to its evidence, and change a target to see what moves.
Open the Contoso demo