For operators

Give the team one opportunity to work on next.

You don't need another report to scroll through. You need a clear issue, the evidence behind it, and an operating decision your team can make.

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How Revvy fits a weekly operating meeting

  1. Start with the biggest gap the team can act on.

    Review booking, quote follow-up, repeat customers and usable capacity together. A large number is only useful if the team can do something about it.

  2. Bring the evidence into the meeting.

    See the sample and definitions behind a finding. Separate a recorded gap from a hypothesis about its cause.

  3. Set a measure before changing the process.

    Choose a baseline and a review date. Follow-up recorded on aging quotes, or the booking rate on leads old enough to have booked, gives the team something concrete to compare when the analysis runs again on fresh records.

The meeting card

Give your next team meeting a clear starting point.

Start with the work that deserves attention. Review the evidence. Agree on an owner and a measure. Come back with fresh records to see what changed.

See the action plan in the demo

This week

Demo

Suggested action

Review the 66 aging quotes with no follow-up recorded. Confirm an owner, available capacity, and the first batch to contact.

Owner
To agree in the meeting
Measure
Aging quotes with a follow-up on record
Baseline
9 of 75
Capacity check
46.3% of schedule slots used

Suggested action for Contoso Plumbing & Drain, a demo business. Nothing has been sent. Anyone can re-run the shared demo's analysis over another period, which changes the figures there.

What the team would watch

Every figure with the count behind it.

Booking, quote follow-up, repeat customers and usable capacity, side by side, each with the count behind it.

Contoso Plumbing & Drain

Demo
Leads at least 14 days old that booked 636 of 1,348 · target 80%
47.2%
Decided quotes that sold 57 of 187 · target 45%
30.5%
Quotes open 14 days or more with a follow-up on record 9 of 75
12%
Customers with more than one completed job 118 of 550
21.5%
Schedule slots used 700 jobs in 1,512 slots
46.3%
Room on the schedule, modeled 33% of idle slots treated as fillable, a judgement you can change
268 more jobs a year

Contoso Plumbing & Drain, a demo business, October 1, 2025 to September 30, 2026. The targets are Revvy's defaults, judgements you can change, not industry benchmarks.

CSV import works today. Live ServiceTitan, Housecall Pro and Jobber connections are planned. The demo's records come through Revvy's demo adapters, and no account with any of them is called.

For operators

Make the next move small enough to own and clear enough to measure.

See the action plan in the demo, then decide what your team would put on it first.

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