Designed, not yet wired. The numbers on these dashboard pages are illustrative. Your real book is under Live · your book in the sidebar — Today, The Field, Bring in a book.
Recoup
Switch business
🔔
SR
Recent activity
2 min ago
L3 batch sent · 9 contacts cleared the Compliance Watchdog · 2 already replied
1h ago
Mark Henderson left a 5-star Google review after his Tuesday install
Yesterday · 4:18 PM
Carla Jimenez converted via L2 financing modifier · +$8,500 attributed
Yesterday · 11:42 AM
Intake batch ready · 38 records from Tuesday's upload · 31 qualified, 5 partial, 2 parked
2 days ago
Recoup Score moved · 5.9 → 6.1 (database reachability +0.6)
Good morning, Sarah.
Day 90 · Compounding — L6 just attached. Recoup ran Sunrise HVAC this week. 6 jobs booked, $24,400 recovered.
⇄
Operator view · client configuration
Intake: Jobber webhook
Real-time webhook sync · Jobber is system-of-record · contact fields read-mostly in Recoup.
The work that ran while you focused on the business. Tap any row for detail.
Touch points Sunny is sending · every individual SMS / voice / system action
As of 11:23 AM
▤
12 records need a quick look — book is otherwise healthy (8.4/10)
Each one resolves in seconds. Clearing them unlocks 11 more campaigns this week.
Fix records →
47
Jobs that wrapped this week
The Closeout · Recoup in motion
3 ran today · $3,165 invoiced · 24 actions Recoup carried for you
Maria$1,840✓Donald$850✓Jenna$475✓
Recoup is running the closeout · LIVE
Action 0 of 8
🛠 Job closed · Maria Chen · 2:14 PM · Alex H.
Maria's $1,840 tune-up just closed.
$0
Recoup is running the next 8 actions on Maria's behalf — so Alex can drive to the next job and the customer experience just keeps going. You don't have to remember any of this.
1 · Review request sent to Mariaawaiting reply✓
2 · Maintenance plan script staged for Alex$19/mo plan✓
3 · Equipment record updated · Carrier 24ACC69-yr system✓
4 · 5-year replacement alert · May 2031fires 2031✓
5 · Referral ask · scheduled May 29fires May 29✓
6 · Dormancy clock reset · 180 days180d active✓
7 · Lifetime value updated · $4,210 → $6,050+$1,840 LTV✓
5 of your customer records are missing a detail before they can be contacted. Filling these in takes about 15 minutes — and lifts your database reachability from 7.3/10 to 9.3/10.
✎
Why this matters. These are your past customers — Recoup needs one more field on each before it can safely reach them. Complete them and they join your next dormant-reactivation batch.
Your parked records · 5
Each shows the customer and the one detail that's missing. Confirm or fill it, then approve.
5 waiting
Missing · customer name
Record #SR-2041 · phone (407) 555-0148
12-month dormant · last service Mar 2025 · A/C tune-up. We have the phone and address but no name on file — add it so the message can be personalized.
Missing · customer since date
Janet Pruitt · (407) 555-0192
Long-time customer, but no first-service date on file — that's needed to tailor a tenure-based message. Confirm roughly when she first became a customer.
Missing · equipment type
Daryl Cobb · (407) 555-0207
14-month dormant · no equipment type recorded. Adding it (heat pump, furnace, etc.) lets the reactivation message reference the right system.
Missing · last service date
Maria Esposito · (407) 555-0233
No last-service date on file, so we can't tell if she's due. Confirm her most recent visit and she'll slot into the right batch.
Missing · customer name
Record #SR-2068 · phone (407) 555-0276
13-month dormant · 9-year tenure · strong reactivation candidate. Only the name is missing — add it and this record is ready.
All records reviewed.
All 5 records are complete. Your database reachability update will reflect on your Recoup Score next week.
Same business name, different phone. Merge or keep separate?
⚉What we found: Two records share the business name "Rivera Heating & Air" but have different phones and different last-job dates. Likely two locations of the same operator.
✓Recommended: Keep separate. Both phones answer; each has independent job history.
↑Score impact: No change to Book Health — they're already counted separately.
After confirming: both records active · no further action needed.
📞 +1 555 0411✉ donald.r@email.comCustomer since 2017 · 8 yearsReactivated
✦
Sidekick · why Donald matters right now
He just re-engaged after 14 months dormant and asked about the maintenance plan unprompted — and his 9-yr Carrier is entering the replacement window. Book the tune-up, send the plan link, surface the replacement quote on-site.
Customer Value · Lifetime Standing
◷ Modeled · est.
78/100
Customer Value Score
High-value · ★★★★☆
Lifetime Value
$14,980
$3,840 earned to date · $11,140 modeled future value
▲ Rising
9-yr Carrier system is entering the 12–18-yr replacement window — a same-company replacement (~$8,500, 75–80% likely if maintained) is the largest driver. He just re-engaged via L3 and asked about the maintenance plan unprompted, which lifts retained future value.
Customer Health
Strong
Replied in 13 min · contacted today · no plan yet
System Ranking
#14 of 2,000
Top 1% of the priority reservoir
Interaction Quality
94% response
8 touch points · cadence on-target
How this ranks him: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next. Donald's rising trajectory plus strong health is what holds him in the top 1%.
Back in your pocket · from Donald
$2,315est.
Recoup-attributed revenue since signup
Touch points
8
Across L3 + L4 + L6
Responses
5
94% response rate
Booked
2
$475 tune-up + $1,840 repair
◉What Recoup is about to do for DonaldSignal · next touches queued
Sat 8:00amL4 · ReviewPost-tune-up review request · standard anglefires after Mike H. closes the job
Sun 6:30pmL6 · PlanMaintenance plan signup link · $19/moqueued behind Saturday's confirmation
~Apr 2027L3 · ReplacementCarrier replacement-window check-inSignal will time it when the window opens
Signal decides every touch · so you don't have to.
Status & Next Move
Reactivated · holding
14 months dormant until the L3 equipment-age touch landed today. He replied in 13 minutes and booked — he is back in the active cycle, but the maintenance plan keeps him there.
Recommended move: send the plan signup link — 9+ yr customers who ask about a plan convert at 62%. Send plan link →
✓
No drift risk. Contacted today, replied fast, consent clean. Re-flag only if no plan signup within 30 days of the tune-up.
Open Opportunity
Replacement quote — surface on-site
~$8,500 est.
Window open · 12–24 months
No formal estimate dispatched yet. The 9-yr Carrier hits peak failure-rate at years 10–12 — surface the replacement option at Saturday's tune-up, no pressure.
Journey timeline
Path through the layers
L5
Referred in by Carla · 2017
Initial Carrier install
L6
Maintenance cycle · 2021–2025
3 tune-ups + 1 emergency repair
L3
Dormant reactivation · today
Equipment-age angle · replied in 13 min
L4
Review request · pending
Fires after Saturday's tune-up
System suggestion: Donald asked about the maintenance plan unprompted. Customers 9+ years on system who ask about plans convert at 62%. Send the plan signup link →
Date
Type
Equipment
Tech
Amount
Source
Today (booked)
Spring tune-up
Carrier 24ABC6 (9 yrs)
—
$475
L3 · reactivation
Feb 2025
Spring tune-up
Carrier 24ABC6
Mike H.
$475
L6 · maintenance
Aug 2024
Emergency repair
Capacitor + condenser fan
Jose R.
$1,840
Inbound
Mar 2023
Annual tune-up
Carrier 24ABC6
Mike H.
$425
L6 · maintenance
Apr 2021
Drain line cleaning
Carrier 24ABC6
Jose R.
$285
Inbound
Sep 2017
Initial install
Carrier 24ABC6 system
Sarah R.
$340
L5 · referral (Carla)
One chronological stream — every call, text, voice call, job, and Recoup touch point. All TCPA-gated · full audit trail.
Today · 9:05 AM
Recoup touch point
L3 reactivation message sent
Equipment-age angle, approved in 9am batch. Signal priority 92/100.
Today · 9:18 AM
Text
Donald replied "yeah, this saturday work?"
Plus an unprompted maintenance-plan question.
+$475 tune-up booked
Today · 9:24 AM
Recoup touch point
Plan rundown sent · $19/mo offer
2 tune-ups/yr, 15% off repairs, heatwave priority.
Feb 2025
Job
Spring tune-up completed · $475
Mike H. · system age noted at 8 years.
Aug 2024
Call
Inbound call · emergency repair request
Capacitor + condenser fan failure during heatwave.
Aug 2024
Job
Emergency repair completed · $1,840
Jose R. dispatched same day.
Yr 9
of 12–18
Replacement window — opening
Carrier 24ABC6 installed Sep 2017. At 9 years it is inside the 12–18-yr replacement window's early edge; peak failure-rate hits years 10–12. Est. same-company replacement value ~$8,500.
Primary equipment
Carrier 24ABC6
Central AC · 3.5 ton · verified Sep 2017
System age
9 years
Install Sep 2017 · approaching replacement
Warranty
Expired 2022
10-yr parts warranty lapsed
Condition
Fair
2024 capacitor replacement on record
Donald's referral chain
Carla Jimenez
→
Donald Riggs · YOU ARE HERE
→
Marcus Bell (2019)
→
Janelle Pham (2021)
Donald was originally referred by Carla Jimenez in Sep 2017. He has since referred 2 customers to Sunrise — Marcus Bell (2019) and Janelle Pham (2021). Combined downstream referral value: $11,420 est. across the chain.
How Donald moves your Recoup Score
Each completed action on Donald shifts your score components. Cumulative impact since signup: +0.08 score points.
📞 +1 555 0287✉ carla.j@email.comCustomer since 2024 · newRecovered this week
✦
Sidekick · why Carla matters right now
A dead $8,500 estimate that L2's financing-modifier touch revived — she converted on first read. She is a brand-new customer with a fresh install; the maintenance plan is the move that turns one job into a decade.
Customer Value · Lifetime Standing
◷ Modeled · est.
71/100
Customer Value Score
High-value · ★★★★☆
Lifetime Value
$16,200
$8,500 earned to date · $7,700 modeled future value
▲ Rising
Brand-new customer with a fresh full-system install — a 12+ year maintenance and repair runway ahead. Financing-tier converters opt into maintenance plans at 2.3× baseline, which is the single largest driver of her modeled future value.
Customer Health
Strong
Converted on first read · install complete · awaiting review
System Ranking
#61 of 2,000
Top 4% of the priority reservoir
Interaction Quality
100% response
3 touch points · converted on Touch 3
How this ranks her: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next. Carla's large first job plus rising new-customer trajectory holds her in the top 4%.
Back in your pocket · from Carla
$8,500est.
A dead estimate L2 recovered in full
Touch points
4
3× L2 follow-up + 1× L4
Responses
1
Converted on Touch 3
Booked
1
$8,500 AC install
◉What Recoup is about to do for CarlaSignal · next touches queued
Tomorrow 8:00amL4 · ReviewPost-install review request · photo of systemfires after Jose's wrap-up call
+14 daysL6 · WelcomeWelcome cadence · plan offer at day 21sequenced — Signal handles the pacing
~90 daysL6 · First-tuneFirst seasonal tune-up + plan upsellSignal queues at the right season
Signal decides every touch · so you don't have to.
Status & Next Move
Active · new customer
Carla's $8,500 estimate had gone cold for a week. L2's Touch 3 financing-modifier message — "$147/month instead of $8,500 up front" — converted her within 2 hours. Install is complete.
Recommended move: offer the maintenance plan at the next visit — financing converters opt in at 2.3× baseline. Send plan link →
✓
No drift risk. Brand-new install, just converted, consent clean. Re-flag only if the L4 review request goes unanswered past 14 days.
Open Opportunity
No open estimate
✓Her one estimate already converted
The $8,500 AC install closed and is complete. The next opportunity is the maintenance plan — tracked under Next Move, not as an open estimate.
Journey timeline
Path through the layers
L2
Estimate sent · Day 11
$8,500 AC install · no reply 3 days
L2
Touch 3 · financing modifier
Replied within 2 hrs · +$8,500 recovered
L4
Review request · install + 4 hrs
Awaiting Google review
L6
Maintenance plan offer · pending
Queued for next visit
System suggestion: Carla converted on a financing-modifier touch. Financing-tier converters opt into maintenance plans at 2.3× the baseline rate. Send the plan signup link →
Date
Type
Equipment
Tech
Amount
Source
This week
Full AC install
New central AC system
Mike H.
$8,500
L2 · estimate recovery
One completed job. As a brand-new customer, Carla's job history will build from here — every future tune-up and repair lands in this table.
One chronological stream — every call, text, voice call, job, and Recoup touch point. All TCPA-gated · full audit trail.
Day 11
Recoup touch point
$8,500 AC install estimate sent
Estimate dispatched after on-site visit · no reply for 3 days.
Day 14
Recoup touch point
L2 Touch 1 · generic follow-up
Standard estimate nudge · still no reply.
Day 18
Recoup touch point
L2 Touch 3 · financing-modifier message
"$147/month instead of $8,500 up front."
Day 18 · +2 hrs
Text
Carla replied — converted on first read
Booked the install on the same thread.
+$8,500 recovered
Sat
Job
AC install completed · $8,500
Mike H. · L4 review request fired 4 hrs later.
Yr 0
of 12–18
Replacement window — far off
New system installed this week. No replacement pressure for 12–18 years — the value here is a full maintenance and repair runway. A future replacement would model at ~$8,500 est.
Primary equipment
New central AC
Full system · installed this week
System age
< 1 year
Brand-new install
Warranty
Active · 10 yr
Full parts warranty in effect
Condition
Excellent
New equipment · no service history yet
Carla's referral chain
Carla Jimenez · YOU ARE HERE
→
Donald Riggs (2017)
Carla originally referred Donald Riggs to Sunrise back in 2017 — a chain that has since generated $11,420 est. in downstream value. She has not been asked for a referral on her own install yet; the L5 ask fires 4 days post-install once her review lands.
How Carla moves your Recoup Score
Each completed action on Carla shifts your score components. Cumulative impact since conversion: +0.06 score points.
Sidekick · why Sandra matters right now
Your highest-LTV dormant customer — silent 13 months because an L6 reminder never fired after her 2025 repair. Her 11-yr Trane is a replacement candidate. The L3 equipment-age touch tomorrow is the catch-net.
Customer Value · Lifetime Standing
◷ Modeled · est.
62/100
Customer Value Score
High-value · ★★★★☆
Lifetime Value
$13,710
$4,210 earned to date · $9,500 modeled future value
▬ At risk
11-yr Trane XR16 is squarely inside the replacement window — a ~$9,500 system replacement is the dominant future-value driver. But 13 months of dormancy puts that at risk: every month of silence lowers reactivation odds. The L3 touch tomorrow is what flips the trajectory back to rising.
Customer Health
Recoverable
13 mo dormant · consent clean · L3 queued
System Ranking
#88 of 2,000
Top 5% of the priority reservoir
Interaction Quality
Queued
Equipment-age touch point pending
How this ranks her: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next. Sandra's high lifetime value plus aged equipment holds her in the top 5% despite the dormancy drag.
Back in your pocket · from Sandra
$0est.
No Recoup touch points sent yet — recovery starts tomorrow
Touch points
0
L3 batch fires tomorrow 9am
Responses
—
Awaiting first send
Booked
—
Awaiting first send
◉What Recoup is about to do for SandraSignal · next touches queued
Tomorrow 9:00amL3 · ReactivateEquipment-age angle · English (consent on file)first Recoup touch since signup
+5 daysL3 · Follow-upReplacement-window framingonly if no reply to the first touch
~Jun 2026L4 · Trust-buildDrip after re-engagementwaits for L3 to convert before firing
Signal decides every touch · so you don't have to.
Status & Next Move
Dormant · L3 candidate
Silent 13 months. The L6 maintenance reminder never fired in April 2025 — her Mar 2025 emergency repair flipped her to "active," but L6 resets on tune-ups, not repairs, so the cycle stalled.
Recommended move: push into tomorrow's L3 batch on the equipment-age angle — it converts at 31% for her segment vs 18% on seasonal copy. Open L3 batch →
!
Drift risk · high. 13 months past last touch and climbing. Every additional month of silence lowers reactivation odds — she is at the edge of churn. Acting tomorrow is what holds the relationship.
Open Opportunity
No open estimate
○No estimate on file
Recoup has not dispatched a quote to Sandra. The opportunity here is reactivation, then the replacement window — both tracked under Next Move and the Equipment clock, not as an open estimate.
Journey timeline
Path through the layers
L5
Referred in by Eddie Park · 2014
Original Trane XR16 install
L6
Maintenance cycle · 2018–2024
4 tune-ups + 2 emergency repairs
L6
Cycle broke · April 2025
Reminder never fired after the repair
L3
Dormant reactivation · queued
Equipment-age touch fires tomorrow 9am
System recommendation: Sandra is your highest-LTV dormant candidate. Equipment-age angle outperforms seasonal at her tenure by 13pp. Recommend pushing into tomorrow's L3 batch over the standard seasonal copy.
Date
Type
Equipment
Tech
Amount
Source
Mar 2025
Emergency repair
Capacitor + thermostat
Mike H.
$620
Inbound
Oct 2024
Fall tune-up
Trane XR16
Jose R.
$475
L6 · maintenance
Mar 2024
Spring tune-up
Trane XR16
Mike H.
$475
L6 · maintenance
Jul 2023
Emergency repair
Condenser fan motor
Mike H.
$1,290
Inbound
Oct 2022
Fall tune-up
Trane XR16
Sarah R.
$425
L6 · maintenance
Apr 2018
Refrigerant recharge
Trane XR16
Sarah R.
$340
Inbound
Jun 2014
Initial install
Trane XR16 system
Sarah R.
$2,180
L5 · referral (Eddie)
One chronological stream — every call, text, voice call, job, and Recoup touch point. All TCPA-gated · full audit trail.
Mar 2025
Call
Inbound call · emergency repair request
Capacitor + thermostat failure.
Mar 2025
Job
Emergency repair completed · $620
Mike H. · system age noted at 11 years. Last contact of any kind.
Oct 2024
Job
Fall tune-up completed · $475
Jose R. · tech flagged blower wheel wear.
💬
No Recoup-initiated touch points yet
Her first Recoup touch point fires tomorrow at 9am in the L3 batch — equipment-age angle, English (consent language on file). It will appear at the top of this stream once sent.
Yr 11
of 12–18
Replacement window — open now
Trane XR16 installed Jun 2014. At 11 years it is inside the 12–18-yr window and out of warranty — a replacement candidate within 24 months. Est. replacement value ~$8,500 est.
Primary system
Trane XR16
Installed Jun 2014 · 11 years · out of warranty
⚠ Replacement candidate · within 24 months
Furnace
Trane S9V2
Installed Jun 2014 · 11 years
Thermostat
Honeywell Pro
Replaced Mar 2025 · 1 year
Capacitor
35 µF
Replaced Mar 2025 · 1 year
Sandra's referral chain
Eddie Park (2014 · churned)
→
Sandra Mendoza · YOU ARE HERE
→
Mark Henderson (2022)
Sandra was referred in by neighbor Eddie Park in 2014, and her own referral seeded the chain that reached Mark Henderson and Tom Reilly — $23,840 est. of attributed revenue traces back through it. She has not been asked for a fresh referral; an L5 ask is gated behind a successful reactivation.
How Sandra moves your Recoup Score
If tomorrow's L3 message lands a $475 tune-up + maintenance plan signup ($19/mo):
📞 +1 555 0991✉ not on fileReferred by Mark Henderson · 5 days agoNew Lead · L5 referral
✦
Sidekick · why Tom matters right now
An open neighbor referral with a live quote request — he asked for a Tuesday time and the thread stalled 18 hours ago. The L5 attribution window closes in 9 days; dispatching the quote now is the single highest-value action on the board.
Customer Value · Lifetime Standing
◷ Modeled · est.
67/100
Customer Value Score
High-value · ★★★★☆
Lifetime Value
$8,200
$0 earned to date · $8,200 modeled future value · 8-yr projection
▲ Rising
Tom has not booked yet — his entire value is modeled future value off a neighbor referral. Neighbor referrals close at 64% vs 42% baseline, and his street is a warm cluster: converting him flags 4 more addresses for L5 outreach. The open quote is the gate to all of it.
Customer Health
Warm lead
Responded in 18 min · consent captured · quote pending
System Ranking
#9 of 2,000
Top 1% — open referral, closing window
Interaction Quality
100% response
3 touch points · replied to every one
How this ranks him: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next. Tom's open quote plus a closing attribution window pushes him to #9 on the whole reservoir.
Back in your pocket · from Tom
$0est.
Recovery lands when the quote converts — est. ~$4,500
Touch points
3
L5 intro + 2 follow-ups
Responses
3
100% response rate
Booked
0
Quote dispatch is the open step
◉What Recoup is about to do for TomSignal · next touches queued
Today 4:00pmL2 · Quote f/uEstimate follow-up · references Mark's referralfirst touch since the estimate landed
+3 daysL2 · Friction"Any questions about scope?" check-inonly if no reply to the quote follow-up
+7 daysL5 · Thank-youReferral thank-you to Mark Hendersonfires the moment Tom books
Signal decides every touch · so you don't have to.
Status & Next Move
Prospect · responded
Tom replied to the L5 referral intro in 18 minutes, then asked for a Tuesday time. The thread stalled there — 18 hours and counting. He is a warm lead waiting on you.
Recommended move: dispatch the quote and lock Tuesday 9:00 AM with Mike H. — his neighbor-referral close rate is 71%. Build the estimate →
!
Drift risk · time-boxed. Quote dispatch is 18 hours overdue and the L5 attribution window closes in 9 days. A stalled quote is the #1 reason neighbor referrals fall through.
Open Opportunity
Open quote — grinding-AC repair/replace
$4,500 est.
⏱ L5 window closes in 9 days
Range $3,200–$6,800. Grinding noise points to a fan motor or blower bearing. Neighbor referrals close at 64% — the quote-to-book gap is the only thing in the way. Build the estimate →
Journey timeline
Path through the layers
L5
L5 ask fired to Mark · Day 4
Mark named Tom as a neighbor lead
L5
L5 referral intro sent · Fri
Referenced Mark by name · TCPA opt-in
L5
Tom responded · consent captured
Asked for a Tuesday time
L2
Quote dispatch · open action
Estimate prep + Tuesday slot pending
What happens if Tom converts: Mark gets a $50 referral credit (your config) + L5 attribution closes. Tom enters the L6 maintenance cycle automatically. Sunrise picks up est. $4,500 + a lifetime customer who shares Mark's neighborhood (cluster potential).
🧰No completed jobs yet
Tom is a new referral lead — he has not booked. His first job lands here once the open quote converts. Predicted first job: ~$4,500 AC repair/replace.
One chronological stream — every call, text, voice call, job, and Recoup touch point. Consent captured on first send · TCPA gate clean.
Fri · 10:35 AM
Recoup touch point
L5 referral intro sent
Referenced neighbor Mark by name · TCPA opt-in included.
Fri · 10:53 AM
Text
Tom replied — "grinding sound for 2 weeks"
"mark said you'd be straight with me about it." Consent captured.
18 hours since last reply · estimate prep is the next step.
Open action: The thread stalled when Tom asked for a time. Your quote prep + Tuesday slot is the next step. Auto-suggest: Tuesday 9:00 AM (Mike H. has open capacity; his close rate on neighbor referrals is 71%).
Equipment not yet surveyed
Tom's system has not been inspected — the grinding noise points to a fan motor or blower bearing, but model, age, and condition are unknown until the Tuesday quote visit. The replacement-opportunity clock populates once the tech logs the system on-site.
Primary equipment
Unknown
Pending on-site survey
Reported symptom
Grinding noise
~2 weeks · likely fan motor or blower bearing
System age
Unknown
Captured at quote visit
Condition
Unassessed
Tech logs this Tuesday
Tom's referral chain
REFERRAL CHAIN · 2014 → today
Eddie Park 2014 · churned
→
Sandra Mendoza 2014–today · dormant
→
Mark Henderson 2022 · active
→
Tom Reilly today · open
$23,840 of attributed revenue est. traces back to the 2014 Eddie Park referral. This is exactly why L5 referrals are the highest-value layer per send — Tom is the live edge of that chain.
How Tom moves your Recoup Score
If the quote dispatches and Tom books the est. $4,500 job:
Direct job revenue$3,200–$6,800
Lifetime value projection · 8 yr$8,200
Mark's referral credit−$50 (your config)
L5 score impact+0.06 score
Net lifetime impact~$8,150
Cluster bonus: Tom lives on Mark's street. Same neighborhood = warm-cluster signal for L5 outreach to 4 other addresses on that block. Recoup auto-flags these as L5 candidates once Tom converts.
Sidekick · why Mark matters right now
Your cleanest advocate — one missed call became a furnace replacement, a 5-star review, and a neighbor referral (Tom). His value now compounds through the referral chain. Keep him warm; ask again when the next satisfaction signal lands.
Customer Value · Lifetime Standing
◷ Modeled · est.
74/100
Customer Value Score
High-value · ★★★★☆
Lifetime Value
$14,925
$6,725 earned to date · $8,200 modeled future value
▲ Rising
Mark's direct spend is solid, but his real driver is advocacy — his Tom referral alone projects ~$8,200 in downstream value, and his neighborhood is a warm cluster. Active advocates who refer compound faster than equivalent-spend customers who don't.
Customer Health
Excellent
5-star reviewer · referred a neighbor · consent clean
System Ranking
#22 of 2,000
Top 2% of the priority reservoir
Interaction Quality
100% response
5 touch points · replied to every one
How this ranks him: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next. Mark's advocacy multiplier is what holds him in the top 2% above his raw spend.
Back in your pocket · from Mark
$4,200est.
A missed call L1 turned into a furnace replacement
Touch points
5
L1 + L4 + L5
Responses
3
100% response rate
Booked
1
$4,200 furnace + 1 referral
◉What Recoup is about to do for MarkSignal · next touches queued
+6 daysL4 · ReviewPost-service review request · names Mike H.timed off the recent service completion
~90 daysL6 · Mid-cycleCarrier 7-yr mid-cycle maintenance check-inSignal queues at the seasonal mark
Signal decides every touch · so you don't have to.
Status & Next Move
Active · advocate
Mark is the cleanest run of the system: L1 caught his missed call in 47 seconds, L4 landed a 5-star review, L5 produced the Tom referral. He is fully active with consent clean.
Recommended move: nothing urgent — keep him warm. Queue the next L5 ask for after Tom converts, when his satisfaction signal peaks again. Open Tom's referral →
✓
No drift risk. Active, responsive, advocate-tier. Re-flag only if a maintenance reminder goes unanswered or the L5 referral stalls.
Open Opportunity
No open estimate
✓Nothing open on Mark himself
His furnace replacement is complete and there is no pending quote. The live opportunity sits one step down the chain — Tom Reilly's open quote, which Mark's referral created.
Journey timeline
Path through the layers
L1
Missed-call capture · Mon 8:17 PM
Text-back in 47 sec · +$4,200 furnace
L4
Review request · install + 3 hrs
5-star Google review left next day
L5
Referral request · Day 4
Responded with neighbor Tom Reilly
L6
Maintenance cycle · active
Next reminder on the 11-month clock
System suggestion: Mark ran the full L1 → L4 → L5 chain cleanly. His referral put Tom in your pipeline as a New Lead — est. $4,500. Open Tom's record →
Date
Type
Equipment
Tech
Amount
Source
This week
Furnace replacement
New furnace system
Mike H.
$4,200
L1 · missed-call capture
May 2023
Spring tune-up
Central AC
Jose R.
$425
L6 · maintenance
Aug 2022
Initial service call
Central AC
Sarah R.
$2,100
Inbound
One chronological stream — every call, text, voice call, job, and Recoup touch point. All TCPA-gated · full audit trail.
Mon · 8:17 PM
Call
Missed call · after-hours
Rang out at 8:17 PM — outside business hours.
Mon · 8:18 PM
Recoup touch point
L1 missed-call text-back · 47 seconds
Auto text-back fired before the lead could call a competitor.
+$4,200 furnace replacement booked
Tue · 11:00 AM
Job
Furnace replacement completed · $4,200
Mike H. dispatched.
Tue · 2:30 PM
Recoup touch point
L4 review request · install + 3 hrs
5-star Google review left the next day.
Fri · 10:00 AM
Recoup touch point
L5 referral request · Day 4
Mark named neighbor Tom Reilly · est. $4,500 job value.
+1 referral lead created
Yr 1
of 12–18
Replacement window — far off
Furnace replaced this week, so the heating system clock just reset. His central AC is the older unit but still mid-life. No replacement pressure — value here is the maintenance runway. Future replacement models at ~$8,500 est.
Heating
New furnace
Replaced this week · L1-captured job
Cooling
Central AC
In service since 2022 · mid-life
Warranty
Active · 10 yr
New furnace under full parts warranty
Condition
Good
Fresh furnace · AC serviced 2023
Mark's referral chain
Sandra Mendoza
→
Mark Henderson · YOU ARE HERE
→
Tom Reilly (open)
Mark sits in the middle of the chain — referred in via the 2014 Eddie Park → Sandra line, and his own L5 ask produced Tom Reilly, currently an open lead. If Tom converts, Mark earns a $50 referral credit and downstream value of $8,200 est. attributes to his chain.
How Mark moves your Recoup Score
Each completed action on Mark shifts your score components. Cumulative impact since signup: +0.11 score points — his is the highest single-customer contribution in the book.
◉What Recoup is about to do for this customerSignal · gathering context
⟨◉⟩
Signal is gathering context on this customer.
Touch points appear here once equipment, contact history, or response data is on file. The intelligence layer never schedules blind — we'd rather show nothing than show noise.
Customer Value · Lifetime Standing
◷ Modeled · est.
0/100
Customer Value Score
Lifetime Value
$0
How this ranks them: lifetime value, LTV trajectory, and relationship health feed the intelligence layer's priority query — together they decide who Recoup works next.
The story
Key facts
Date
Type
Tech
Amount
Source
No completed jobs on record yet. First job booking will appear here with the tech, source layer, and dollar value.
One chronological stream — every call, text, voice call, job, and Recoup touch point. All TCPA-gated · full audit trail.
💬
No touch points yet across any channel.
Every call, text, voice call, job, and Recoup touch point will land here in one chronological feed once activity begins. Signal won't fire blind — the queue waits for context.
⚙
Equipment not yet surveyed.
Captured on first tech visit or via in-home survey. Once on file, the replacement clock, warranty status, and condition feed into the priority reservoir — so Signal knows when this customer's window opens.
↯
No referral activity.
If this customer was referred in, the source appears here. If they refer out, the chain builds downstream — with attributed dollar value across the full network of relationships they brought you.
How this customer moves your Recoup Score
Each completed action shifts your score components.
Recent touch points the system sent on your behalf — every one logged and attributed. No chasing, no reminders to set: time and effort recouped, not just dollars.
recent touch points
Who it's working right now
Open contacts this layer is actively touching. Click any name to open them.
The 1–10 diagnostic that measures how much revenue you're actually capturing. Updated monthly. Click any component to see what's moving it.
Client Relationship Cluster · 6.8/10
Predicts campaign conversion
After-hours coverage4.8 / 10 ›
GBP rating (4.7★)9.2 / 10 ›
Review response rate9.0 / 10 ›
Operational Gap Cluster · 5.5/10
Pure operational lift
Estimate follow-up10.0 / 10 ›
Database reachability7.3 / 10 ›
Website speed-to-lead10.0 / 10 ›
GBP review velocity8.8 / 10 ›
Signal · Working on
Database reachability sits at 7.3. Signal is processing the
5 parked records
on its schedule — next refresh reads them back into the score automatically. No action sits with you.
Where Signal is pushing next
Three openings Signal sees from here. It's already on two.
This is what Signal's working schedule looks like at Day 90. Components shift; the picture refreshes monthly. Nothing here is for you to do.
Today
6.1/10
ActiveGBP review velocity · Job-completion → review-request runs on every closed ticket. Holding 9/30 days.
ActiveAfter-hours coverage · Signal carries this from 4.8 once Voice AI lands Day 95.
ActiveDatabase reachability · Signal is cleaning the 5 parked records on its schedule. Reads back next refresh.
90-day trajectory
7.0–7.4
Where the current cadence is heading — not where you have to get.
Where the score lives
Each component routes to a layer. Each layer routes dollars.
Signal's view: the score isn't a number floating alone — it's the cause behind which layers earn this month's dollars.
After-hours coverage→ L1 Capture
$4,800
Website speed-to-lead→ L1 Capture
↑ to L1
Estimate follow-up→ L2 Convert
$11,200
Database reachability→ L3 Revive
$5,600
GBP rating→ L4 ReputationIn score
Review response rate→ L4 ReputationIn score
GBP review velocity→ L4 ReputationIn score
Reputation components (L4) route to the score, not the dollar tally — Recoup credits L4 to Score by design, while it compounds into L1 + L5 dollars over time. Click any row to open the layer it routes to.
Ranked by close-prob × value × decay. Tap the phone to dial — Recoup's listening for the recap.
Close rate 47% · ↑ 12pp
#1 in portfolio · this week
Today's call list · 7 priority contacts
Ranked by close-prob × value × decay. Each row has the angle that's most likely to convert.
1
Tom Reilly
+1 555 0991 · L5 referral from Mark · 2-day window
Angle: "Mark mentioned the grinding noise — fan motor or blower bearing both fixable. I'd swing by Tuesday morning if that works." Why now: thread stalled when you offered the time. Re-engage with a specific slot (Tue 9am, Mike H. open).
Angle: "Wanted to confirm Saturday at 2 — Mike H. will be there. Quick heads-up: he'll walk you through the maintenance plan at the end since you mentioned wanting it set-and-forget." Why now: confirms install + primes maintenance plan (your biggest perf gap).
+$228/yr
plan opt-in
3
Greg Patel
+1 555 0612 · last 2 touches no reply · angle change needed
Angle: "Hey Greg, Sarah — I know I've reached out a couple times. Different ask: a couple of your neighbors said good things about Sunrise lately. If your system's been quiet, I'd love to know what's working — and not." Why now: maintenance angle didn't land. Switching to referral/sentiment angle on cross-portfolio data.
Angle: "Hey Sandra, Sarah — your Trane is coming up on 12 years and we're seeing more emergency calls at that age. Worth a free check before the heat hits?" Why now: equipment-age angle converts 31% at her tenure vs. 18% on seasonal copy.
$475+
$9.5k replacement window
5
Eli Brookes · warranty alert
+1 555 0344 · system warranty ends in 22 days · 5-yr Carrier
Angle: "Quick heads-up — your warranty expires May 21. Want me to schedule a free out-of-warranty checkup before then? If anything's off, we can fix it under warranty." Why now: 22-day-out warranty calls convert to maintenance plans 47%.
$228/yr
plan + check fee
6
Patricia Lee
+1 555 0617 · warranty ends in 47 days
Angle: Same warranty-end script as Eli. Why now: 6-month notice yields highest conversion to maintenance plans.
$228/yr
est plan opt-in
7
Janelle Owens · stalled reply
+1 555 0118 · replied "yes" Saturday but no booking
Angle: "Hey Janelle — saw you said yes to the tune-up. What's a good morning this week to swing by?" Why now: live booking attempts close 3× higher than another SMS nudge.
$475
booking pending
Coaching insights · what the system noticed
Pattern observations from your last 90 days. Drawn from cross-portfolio data across 89 operators in your bracket.
Updated daily
What you're doing right
Your 8-minute response time is the top quartile of your bracket.
Most operators take 32+ minutes to respond to an L1 missed-call lead. You're 4× faster. Speed-to-lead is your #1 differentiator — operators in your speed band close at 62% vs. 28% baseline. Keep it.
Biggest gap
Maintenance plan attach rate is 24pp below your bracket top-Q.
You convert 23% of new customers to maintenance plans. Top-Q operators hit 47%. The single biggest driver: pitching at the install, not after. Test this week: brief Mike H. on Carla's Saturday install · then check Tom and Eli (warranty close) for the same play.
Tendency · watch
You stall on neighbor referrals after the first reply.
Tom Reilly is one of three referrals in 90 days that responded but went 24h+ without a follow-up from you. Neighbor referrals close at 64% — but only if the second message lands within 6h of their reply. Action: set a 6h follow-up timer on every L5 thread automatically.
Pattern · positive
L2 financing-modifier touch is your #1 revenue driver.
$11,290 of this month's recovery came from Day-7 financing-modifier sends · 31% conversion vs. 18% on the plain Day-3 nudge. Your brand voice on this layer is in the top decile. Don't change it.
Your tendencies vs. bracket
Behaviors that move close rate. Vertical bar = bracket median.
Speed-to-lead (8min → 60min)
92%
Same-day follow-up rate
88%
Quote dispatch < 24h
68%
Maintenance plan pitch at install
34%
L5 referral follow-up within 6h
41%
Equipment-age angle on dormant
95%
Review request within 4h of close
78%
Best practices library · what works in HVAC sales
Curated from 89 operators in your bracket. Each card has the script + the conversion stat.
L1 · MISSED CALL
The 8-minute text-back
"Hey, sorry I missed your call — Sarah at Sunrise. What's going on?" Sent within 8 min of the missed call. Personal name + acknowledge the miss + open question.
62% reply rate
L2 · ESTIMATE
Day-7 financing modifier
After the Day-3 nudge, the Day-7 mentions financing as a soft option without pushing it. Hits when the customer has had time to compare and is doing the math.
31% conversion
L3 · DORMANT
Equipment-age angle
For customers with 8+ year-old systems: "Your [Carrier/Trane/Lennox] is coming up on [X] years and we're seeing more emergency calls at that age. Worth a free check?"
31% vs 18% seasonal
L4 · MAINTENANCE PLAN
Pitch at install, not after
Brief the tech to mention the plan during the install — never wait until you're back at the office. Lead with care, follow with the math, close with set-and-forget.
62% vs 23% post-pitch
L5 · REFERRAL
The 6-hour follow-up rule
When a referral replies, you have 6 hours before close rate drops by half. Set an auto-timer. Best second message: offer a specific time slot (Tue 9am works) — not "what works?"
64% in window · 28% after
L6 · WARRANTY
The 6-month-out warranty call
Call customers 6 months before warranty expires. "Want me to schedule a free check before then? If anything's off, we can fix it under warranty." Converts to maintenance plan at high rate.
47% plan opt-in
CLOSE
"Want me to set it up now?"
The single most effective close phrase across 89 operators. Action-oriented, low-friction, present-tense. Avoid "would you like to" — too soft. Avoid "should we" — passive.
+18pp close lift
RECOVERY
Reviving a stalled thread
When a customer replies then ghosts: don't follow up with another question. Follow up with a specific available slot. Default to "Tue 9am · Mike H. available" — concrete trumps open.
3× re-engagement
What you did this week · last 7 days
Every conversation you had. Recoup logged it · here's the recap.
When
Customer
What you did
Outcome
$ impact
Today · 9:42 AM
Donald Riggs
Replied to L3 thread · confirmed Sat tune-up
Booked
+$475
Mon · 8:18 PM
Mark Henderson
Text-back · 8 min response · scheduled Tuesday
Completed
+$4,200
Tue · 2:30 PM
Mark Henderson
Review request fired 3h post-install
5-star
★ Google
Wed · 4:15 PM
Carla Jimenez
L2 financing modifier · scheduled call back
Closing Sat
+$8,500
Fri · 10:00 AM
Mark Henderson
L5 referral request · Mark gave you Tom
Tom open
→ $4,500 pending
Fri · 10:35 AM
Tom Reilly
First touch · Tom replied with the grinding sound
Stalled
−$2,250 if lost
Sat · 7:00 AM
Jenna Park
L6 maintenance reminder · she replied yes
Scheduled
+$475
Week net:+$14,840 closed · $4,500 pending (Tom) · 1 risk ($2,250 if Tom slips). You're on pace for $59k this month — your trailing high is $52k.
Every estimate Recoup tracks — per customer, per thread. A declined estimate spawns a revision; the original is never overwritten. Click any row to open the customer.
OPEN ESTIMATES
0
sent + viewed + in Q&A
OPEN VALUE
$0
total of open estimates
ACCEPTED · MONTH
0
converted to jobs
NEEDS REVISION
0
declined · revisable
Templates · close rate is the performance metric
AC repair
Used 18×64%
Tune-up
Used 32×78%
Furnace repair
Used 11×58%
System install
Used 7×42%
Duct cleaning
Used 4×28%
Maintenance plan
Used 23×71%
Emergency repair
Used 14×89%
+ New template
Sunny will draft from your recent edits
AC repair · 2 estimates · close rate 64%. Click any row to open the customer-facing view.
Estimate · Sunny's next move
Customer
Total
Status · age
Close-prob
How Estimates work: Templated line items only — pick a template, adjust amounts, send. Estimates sent through Recoup are tracked automatically (status moves draft → sent → viewed → accepted/declined). Estimates you send from your own email are logged as "sent outside" — you mark the outcome yourself. When a customer declines, build a revision: it becomes v2 in the same thread, linked to the original, so history and attribution stay clean.
Every job Recoup booked + appointments you scheduled. Click any day to open it. Click a job to open the customer.
Synced with Google Calendar 2-way · last sync 2 min ago
THIS WEEK · BOOKED
12 jobs
$11,420 expected
THIS WEEK · COMPLETED
8 jobs
$15,260 attributed
NEXT WEEK · BOOKED
7 jobs
$8,640 expected
UNSCHEDULED
3
Tom Reilly + 2 more · waiting on quote
May 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
27
28
29
30
1
9:00 · Mark Henderson · $4,200 furnace
2:30 · Patricia Lee · $475 tune-up
2
10:00 · Reuben Walsh · $520 tune-up
3
11:00 · Greg Patel · $475 (manual)
3:00 · Linda Stevens · $3,140 repair
4
8:30 · Wendy Choi · $485 AC repair
5
10:00 · Janelle Owens · $475 tune-up
2:00 · Karen Diaz · $475 tune-up
6
10:00 · Donald Riggs · $475 tune-up
2:00 · Carla Jimenez · $8,500 AC install
7
9:30 · Jenna Park · $475 tune-up
8
9:00 · Tom Reilly · est. quote visit
1:30 · Frank Delgado · $1,210 repair
9
11:00 · Bill Trujillo · est. $475
10
11
10:00 · Helen Vargas · $475 tune-up
12
9:00 · Sandra Mendoza · $475 tune-up
13
2:00 · Brian Olsen · $3,800 system
14
15
10:00 · Eli Brookes follow-up
16
9:30 · After-hours pending
17
18
2:00 · Anita Bryson · $475 tune-up
19
10:00 · George Pham · $475 tune-up
2:00 · Mike Carrington · $475 tune-up
20
9:00 · Maintenance plan visit
21
10:30 · Pending capture
22
23
24
25
26
9:00 · Ron Kowalski · $475 tune-up
27
28
2:00 · Cluster outreach (4 addresses)
29
30
31
Day
Agenda · May 2026
Every scheduled job this month, in order. Click any job to open the customer.
Color = source layerL1 CaptureL2 ConvertL3 ReviveL5 ReferralL6 RetainManual
How Calendar works: Every booking flows from L1–L6 layers into this view in real time. You can add manual jobs (Recoup or not Recoup-sourced). Two-way Google Calendar sync keeps your techs' phones updated. If you have an FSM (Housecall Pro, Jobber, Service Fusion), this also writes back into that system — no double-entry.
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Just triggered 47
$22,300 pipeline · Sunny is about to reach out
Donald Riggs
$475
Revive9:05 AM
After-hours · unknown #
est. $625
Capture2 min ago
Sandra Mendoza
$2,100
Revivequeued today
Patricia Lee
$475
Retain11mo due
Ron Kowalski
$510
Revivequeued today
+ 42 more
First touch sent 38
$18,140 pipeline · awaiting reply
Frank Delgado
est. $4,200
Capture22 min
Brian Olsen
$3,800
ConvertDay-3 touch
Bill Trujillo
$475
Revive2h ago
Janelle Owens
$475
Retain11mo · sent
+ 34 more
They replied 21
$14,890 pipeline · Sunny is closing or routing
Carla Jimenez
$8,500
Convert"interested"
Tom Reilly (referral)
est. $4,500
Growawaiting quote
Hal Brennan
$475
Revive"saturday?"
Karen Diaz
$475
Retain"yes"
+ 17 more
On the calendar 12
$11,420 pipeline · appointment confirmed
Donald Riggs
$475
ReviveSat 10am
Carla Jimenez
$8,500
ConvertSat 2pm
Jenna Park
$475
Retainnext Tue
Wendy Choi
$485
Capturetmrw 9am
+ 8 more
Job done 8
$15,260 closed · closeout running
Mark Henderson
$4,200
CaptureTue · done
Reuben Walsh
$520
ReviveMon · done
Linda Stevens
$3,140
ConvertMon · done
Greg Patel
$475
RetainWed · done
+ 4 more
Money in 40
$26,500 this month · won
Mark Henderson
$4,200
CaptureTue
Linda Stevens
$3,140
ConvertMon
Reuben Walsh
$520
ReviveMon
Greg Patel
$475
RetainWed
+ 36 more
81%
sent →
55%
responded →
57%
booked →
67%
completed →
100%
attributed
17%
end-to-end
How attribution closes: when a booked job is marked complete, your Recoup system ties the recovered revenue to the L1–L6 source. Attribution stays open 14 days post-completion for late referrals and review-driven jobs.
To your partner, accountant, or investor. Generates a read-only link that expires in 30 days.
Link active 30 days
Recipient sees a branded report — no Recoup login required.
Include
⌛
Year-over-year comparison available after month 12
You're at day 90. We need a full year of data before YoY math is meaningful. Until then, the month-over-month deltas above are the real story.
Brand voice, team access, compliance preferences, billing, and platform connections.
Brand voice · how Recoup talks to your customers
Your voice configuration. This shapes every L1–L6 message.
Sample · L1 missed-call
"Hey — sorry I missed your call. Sarah at Sunrise HVAC. What's going on?"
Sample · L3 reactivation
"Hey {first_name}, Sarah at Sunrise — your system's been running great but it's been about a year. Worth a check-in?"
Tone
Direct · warm · operator-grade · zero corporate filler
Signature
Always signed "Sarah at Sunrise" · never "the Sunrise team"
Name your sidekick
Your Recoup-powered sidekick is yours to name. Pick something your team will actually say.
You choose this name. It appears on the launcher, the home widget, and every answer. Sunrise HVAC picked "Sunny."
Preview
Sunny — your Recoup-powered sidekick.
Ask Sunny to pull a list, queue a contact, flag a record — or just explain your numbers. Sidekick is scoped to your data and can take action when you tell it to.
Team access
3 users · role sets the default view · access tunable per surface, per person.
Name
Email
Role
Last active
Actions
Sarah Reyes
sarah@sunrisehvac.com
Owner
2 min ago
Mike Henderson
mike@sunrisehvac.com
Salesperson
4h ago
Linda Martinez
linda@sunrisehvac.com
Finance
Yesterday
Mike Henderson · Salesperson
Default salesperson view + per-surface overrides. Toggle to grant or restrict.
Mike sees what he needs to sell — Calendar, Customers, Estimates, Pipeline, Touch points. Score, Reports, and Finance stay yours. Flip any to grant or pull access; saves immediately.
Compliance preferences
TCPA + Watchdog overrides. Changes apply across all 7 layers.
Connections
What's linked to your Recoup system.
✓
Your Recoup system · live · last sync 2 min ago
Connected
✓
Job records · 1,847 jobs synced
Connected
✓
Call tracking · 12 tracked numbers · attribution active
Connected
✓
Google Business Profile · 4.7★ · 312 reviews
Connected
!
Voice AI coverage · not enabled · ready to activate
Each add-on is pre-provisioned at onboarding. Flip a flag, billing follows. No engineering required.
📞
Voice AI Coverage
After-hours live answer · review-response automation · GBP rating gate unlock. Closes your biggest peer gap (after-hours 4.8/10 → 8.8/10).
· Live answer 5–9pm + weekends· State-by-state recording consent· Every call transcribed & logged
$99/mo
🗂
Database Cleanup Service
One-time deep clean of your customer database. Our team de-dupes, normalizes phones, fixes lifecycle staging, and backfills equipment data. Best for operators with $3M+ revenue and 2,000+ records.
· Manual review of every parked record· FSM cross-reference· Equipment age estimation
$1,200one-time
📊
Branded Monthly Reports
Auto-generated PDF reports with your logo + colors. Sent to your accountant, partner, or investor on the 1st of each month. Lender-ready format.
What Recoup put back into Sunrise HVAC this month — and what's net to your books.
Finance role · operator view
NET TO SUNRISE HVAC · APRIL · SO FAR
+$22,750
Net this month
14× ROI
On the $1,650 monthly fee
$24,400 recovered · 113 jobs · 2.3× above guarantee floor · pace lands ~$26.5k by month-end.
Where this month's dollars came from
Seven layers, ranked by contribution. Click any row to open that layer.
Money Recoup has put back in your business · 90 days
$68,500 recovered minus what you paid Recoup = profit you wouldn't have seen otherwise. Pace is rising.
Dashed line = the floor we guarantee you'll clear. Pulsing dot = where you're pacing today (well above).
Your book's lifetime value · the asset that compounds
The numbers above are the flow — what came back this month. This is the stock — what your whole customer book is worth over the years. It climbs every time a layer fires.
$1.84M
Estimated lifetime value · 1,040 active customers
↑ $186,000
Added in 90 days · reviews earned, referrals kept, maintenance signed, customers revived
Every layer of the loop adds to this number. A first job is worth ~$475 — a customer kept in the loop is worth several times more over the years, and that compounding is the one thing no point tool can touch. Modeled from your book; firms up as cohort data matures.
Show the math · for your booksFor your accountant · expand to see fee + net + margin breakdown
Recovered revenue · April so far
+$24,400
Recoup Tier 2 monthly fee
−$1,650
Net to Sunrise HVAC
+$22,750
Effective margin on fee
93.2%
Cumulative net · since Day 1
+$68,500
Guarantee & receivables
Where you sit against the recovery floor + AR aging.
Guarantee floor
$9,800 · cleared 2.3× above ✓
In AR · attributed recovery
$4,120 · avg 8 days
Days under floor · rolling 90d
0
What's on the line this month
Where you'll land if the next days hold pace.
$26.5k
Projected · month-end
$9,800
Guarantee floor
2.7×
Projected vs floor
If pace holds, April closes $16,700 above floor. Last month's actual: $24,850 net.
Every time a tech closes a job, Recoup fires the next 8 actions on the customer's behalf — review, plan pitch, equipment log, replacement alert, referral, dormancy reset, LTV update, score. One moment for them. Eight actions for you.
⤺Yesterday's 8 closeouts have all returned reviews — Mrs. Chen's was 5-star. The L4 review request Recoup runs lands within 48h on 87% of closeouts this week.
2:14 PMMaria Chen · tune-up · Alex H. · 8/8 tracks+$1,840
Signal called it★ 5.0 landedL6 plan queuedL5 referral · Fri
Loyalty tier moved · third visit this year. Recoup's pre-scheduled review landed 5 stars within 54 minutes of close.
Open the closeout
● Recoup ran this closeout · resolved 47 min ago
🛠 Job closed · Maria Chen · 2:14 PM · Alex H. · $1,840 tune-up
Clock doesn't restart · she may slip back into dormant in 8 months.
7 ·Lifetime value updated · $4,210 → $6,050+$1,840 LTV · loyalty tier moved to Gold.
LTV unchanged in your system · the visit gets forgotten.
8 ·Recoup Score impact logged · +0.04GBP velocity +0.04 · feeds the next 30-day score read.
Score impact never measured · no learning loop.
Sunny's read · Maria's third visit this year · loyalty tier moved. Recoup ran the review request the moment Alex left — landed 5 stars in under an hour. The referral ask is timed for Friday because her response window is highest 3 days after service. The plan pitch for Saturday's visit was staged before Alex drove off.
This closeout, without Recoup: 1 tune-up · $1,840 invoiced · LTV unchanged · no review · no plan pitched · no referral · no 5-yr alert · no dormancy reset · no score impact. With Recoup: same job · ★ 5.0 landed · plan pitch staged · referral queued · 5-yr alert lands 2031 · 180-day clock active · +$1,840 LTV · +0.04 score. Same job. Eight times the residue.
11:32 AMDonald Riggs · capacitor + condenser fan repair · Mike H. · 8/8 tracks+$850
Sunny's read · Donald just re-engaged after 14 months dormant — the L3 reactivation worked. His 9-yr Carrier hits the replacement window in 2 years. Recoup queued the plan pitch for Saturday, the replacement alert for 2027, and the referral ask post-tune-up. Three future revenue events queued from one repair.
This closeout, without Recoup: 1 repair · $850 invoiced · LTV unchanged · no plan pitch · no 2027 alert · no referral. With Recoup: same job · plan pitch staged for Saturday · 2027 replacement alert ($8,500 future sale flagged) · referral queued · +$850 LTV · +0.02 score. Same job. Three future revenue events seeded.
8:15 AMJenna Park · spring tune-up · Jose R. · 8/8 tracks+$475
Signal called itL6 → L4 chainDormancy reset 180d
L6 11-month reminder converted to booking, immediately choreographed into the L4 review pipeline.
Open the closeout
● Recoup ran this closeout · resolved this morning
🛠 Job closed · Jenna Park · 8:15 AM · Jose R. · $475 spring tune-up
1 ·Review request sent to JennaQueued for 11am · post-service window.
Never sent · review never asked for.
2 ·Maintenance plan script staged for JoseAnnual plan offer · she's been on quarterly tune-ups for 2 years.
Never written · recurring revenue stays seasonal-only.
3 ·Equipment record updated · Lennox EL15XC17-yr Lennox system · mid-cycle.
Equipment age not tracked.
4 ·5-year replacement alert · May 2030Calendar entry created.
No 2030 alert · competitor wins.
5 ·Referral ask · scheduled May 227-day post-service window.
Never asked.
6 ·Dormancy clock reset · 180 daysCycle returns to active.
Clock doesn't restart.
7 ·Lifetime value updated · $2,180 → $2,655+$475 LTV.
LTV unchanged.
8 ·Recoup Score impact · +0.01L6 cadence +0.01.
No score read.
Sunny's read · Jenna's L6 11-month reminder converted to a booking — the cadence is working. The L6 → L4 chain is the proof: maintenance touch landed the job, review request follows automatically. This is the loop running clean.
This closeout, without Recoup: 1 tune-up · $475 invoiced · no review · no annual plan pitched · no referral · no 5-yr alert. With Recoup: same job · review queued · annual plan staged · referral queued · 2030 alert · +$475 LTV. Same job. Six future revenue events seeded.
Yesterday · 8 closeoutsall 8 reviews landed · 1 plan signed · $4,920 invoicedExpand ▾
Mrs. Chen ★ 5.0 · Reuben Walsh ★ 5.0 · Pat Wong ★ 5.0 + plan signed · Linda Reyes ★ 4.0 · Cole Bautista ★ 5.0 · Kim Ortega ★ 5.0 · Diego Halverson ★ 5.0 · Mike Owens ★ 5.0.
The plan-signed entry is the swing: Pat Wong's $19/mo signup projects to $228/yr × 5 years = $1,140 of recurring revenue that wouldn't exist without the pitch Recoup staged at job-close.
Every touch Recoup sent — what worked, what didn't, and the chain that connects them.
187
touch points sent this week
112 replied · 41 booked · $26,500 recovered
◐Touch points are working. Reply rate (60%) is top quartile, and L3 is your best earner — 22% of touches, 38% of dollars. The Day-11 angle change Recoup made is the driver.
187
Sent
184
Delivered
112
Replied · 60%
41
Booked · 22%
3
Opted out
WhenLayerCustomer · whatResult$
Today · 6:02 AM
L1
Unknown caller
After-hours missed call · text-back sent in 41s
Liveawaiting reply
—
›
Today · 9:05 AM
L3
Donald Riggs
Reactivation · equipment-age angle
Bookedreplied 13m
+$475
⛓2
Yesterday · 4:15 PM
L2
Carla Jimenez
Estimate follow-up · financing offer
Bookedreplied 2h
+$8,500
⛓3
Yesterday · 11:00 AM
L4
Mark Henderson
Post-install review request
★ 5.0replied same day
+0.1 ★
⛓3
Tue · 10:00 AM
L5
Mark Henderson
Referral request · 4-day post-install
New leadTom Reilly
→ lead
⛓3
Mon · 8:18 PM
L1
Mark Henderson
Missed evening call · text-back sent
Bookedreplied 12m
+$4,200
⛓3
Mon · 11:10 AM
L2
Sarah Wei
Estimate follow-up · standard angle
Viewedno reply yet
—
›
Sat · 7:00 AM
L6
Jenna Park
11-month maintenance reminder
Bookedreplied "yes"
+$475
⛓2
Thu · 9:00 AM
L3
9-contact L3 batch
Equipment-age angle · dormant 12–24mo
4 replied1 booked
+$620
⛓2
Wed · 4:00 PM
L2
Eli Brookes
Estimate follow-up · price-sensitive angle
Viewedno book
—
›
Tue · 5:30 PM
L1
Pat Wong
Missed call · text-back sent
Bookedreplied 8m
+$385
⛓2
Fri · 3:00 PM
L3
Patricia Lee
Dormant reactivation · seasonal angle
No replyretry queued
—
›
Fri · 11:00 AM
L4
Bill Davis
Post-service review request
★ 4.0feedback flag
+0.02 ★
⛓2
Thu · 2:00 PM
L3
Greg M.
Reactivation · received STOP reply
Opted outhonored
—
›
Operator console.
5 active clients. $89K MRR. 3 high-priority items waiting.
Ask QB · QuarterbackDemo
Cross-portfolio command.
Ask about any client, any layer, any window — or tell QB to take action across the portfolio.
PORTFOLIO HEALTH
5.9/ 10 avg
All 5 clients above their guarantee floor
MRR
$89,400
5 clients · all Tier 2
CLIENT REVENUE RECOVERED
$118K
Aggregated · this month
QB QUERIES TODAY
47
avg 2.4s response
What needs your attention
Cross-portfolio recommendations · refreshed every 4h.
High
Frost & Sons · L3 response rate dropped to 18%.
Trailing avg 24%. Test alternate message angle on next batch.
+0.6
~$1,400/mo
Medium
Apex Mechanical · DB reachability stuck at 4.0/10.
Schedule 30-min CSV cleanup with Tom.
+0.8 score
Score → 6.2
Medium
Coastal Air · A2P 10DLC pending Day 6.
Follow up with carrier today to unblock first campaign.
~$8K M1
at stake
Portfolio Intelligence Panel ▦ pattern
Ranked rule-change recommendations · learned across all 5 clients. Refreshed weekly.
High
Sunrise's L3 reply-rate is 12pp above bracket median.
Pattern: widening L3 cadence floor 180 → 210 days lifted Sunrise's reply rate from 60% → 71% over 4 weeks. Recommend applying to Apex (similar customer profile · 1,820 records · same dormancy mix).
+11pp
est. Apex L3 lift
Medium
Equipment-age angle outperforms generic L3 by 2.1×.
Pattern: across Sunrise + RKM, L3 messages that mention equipment age generated 2.1× the booking rate of generic reactivations. Recommend enabling on Frost (CSV import already includes install dates).
+8 jobs/mo
est. Frost lift
Medium
Voice AI Coverage is paying for itself on 2 of 5 clients.
Pattern: Sunrise + RKM are netting $340/mo from voice-AI deflection (non-prospect callers handled without a tech). Recommend pitching add-on to Apex — call volume profile matches Sunrise.
~$340/mo
est. Apex add-on net
Low
2-hour L4 timing beats 24-hour by 31% conversion.
Pattern: across all 4 clients sending L4, the 2-hour-post-job send window converts 31% better than 24-hour. Coastal's default is already 2 hours — confirm for Apex / Frost / RKM.
+31%
review conv.
Moat in motion. Every recommendation here is sourced from cross-client, cross-layer, outcome-labeled data. Single-layer competitors structurally cannot produce these. The learning loop tightens every week.
Clients
All active operators. Click any client to open their dashboard in operator view.
Client
Tier
Day
Intake mode
Score
This month
Status
Sunrise HVAC
Sarah Reyes · $4M revenue
Tier 2
Day 90
Recoup-managed
No CRM · manual + Sidekick intake
6.1
+$26,500
Healthy
Apex Mechanical
Tom Bennett · $2.8M revenue
Tier 2
Day 47
Jobber webhook
Real-time sync · Jobber is system-of-record
5.4
+$18,200
Action needed
Frost & Sons Heating
Mike Frost · $1.9M revenue
Tier 2
Day 22
CSV import
Periodic upload · editable post-import
4.7
+$9,800
Investigate
Coastal Air
Lisa Park · $3.4M revenue
Tier 2
Day 8
Housecall Pro webhook
Real-time sync · HCP MAX is system-of-record
3.9
—
Onboarding
RKM Climate Pros
Rick Miller · $5.1M revenue
Tier 2
Day 110
ServiceTitan
CSV / developer app · read-mostly
7.2
+$31,400
Star
QB · Quarterback
Conversational interface over Supabase + GHL MCP. Ask anything about any client, any layer, any time window.
QB
Last 12h on Sunrise HVAC:
· 4 L1 missed-call captures · 3 responded · 2 booked (Mark Henderson $4,200, Tom Riley $325)
· 1 L2 estimate follow-up sent · Day 0 touch to Carla Jimenez ($8,500 quote)
· 9 L3 contacts batched and approved at 9am · 9 sends cleared Watchdog · 2 responses so far
· Compliance Watchdog held 1 send (after-hours window) — resumed 8:00am
· No critical alerts.
L3 batches · all clients
Daily Signal-ranked dormant batches across your portfolio. 3 awaiting approval · click any row to review.
Client
Window
Contacts
Top priority
Projected
Status
Sunrise HVAC
Sarah Reyes
9:05 AM today
10 9 approved · 1 skip
Donald Riggs · 92 equipment-age angle
4–5 bookings ~$2,140
Pending
Apex Mechanical
Tom Bennett
10:00 AM today
8
Karen Diaz · 89 seasonal tune-up
3–4 bookings ~$1,710
Pending
Frost & Sons
Mike Frost
11:30 AM today
10
Hal Brennan · 81 equipment-age angle
2–3 bookings ~$1,180 · response rate dipped
Investigate
RKM Climate Pros
Rick Miller
Sent 8:50 AM
12
—
$3,400 attributed
Sent · 4 booked
Reminder: Frost & Sons L3 response rate is at 18% vs. 24% trailing. The cross-portfolio recommendation already flagged this — test alternate message angle on today's 11:30am batch before sending.
How the priority score is built: dormancy months × tenure × LTV × historical response rate × equipment-age signal, normalized to 0–100. Below 60 the contact is flagged for human review. Above 80 the contact is fast-tracked through Watchdog with reduced friction.
40 of 1,287 sends held in last 7 days (3.1%). Most holds are time-window related (quiet hours + weekend) — these resume automatically. Zero TCPA template or A2P category violations across all 5 clients.
Compliance event log · 14 days
Every hold, escalation, opt-out, and carrier event. Permanent audit trail in Supabase.
Hal Brennan · STOP keyword · all future sends blocked
2 days ago · 11:14 AM
Apex Mechanical
Hold cleared
Operator approved
Karen Diaz · frequency cap override (3rd touch in 7d)
3 days ago · 9:00 AM
Coastal Air
A2P pending
Escalation queued
Day 6 of carrier review · 4–7 days typical
4 days ago · 6:22 PM
RKM Climate Pros
Consent captured
Stored
New contact via L1 capture · TCPA opt-in confirmed
5 days ago · 8:30 AM
Sunrise HVAC
Template approved
Stored
Brand voice override for L3 equipment-age angle
Operational read: 40 of 1,287 sends held in the last 7 days — almost all time-window holds that resume automatically. Zero TCPA template and zero A2P category violations across all 5 sub-accounts. Coastal Air is the only open item: A2P pending day 6, no SMS until carrier clears it.
Campaign Rules.
Per-client behavior configuration. Config not code · click-to-activate. One rule set governs both the automated layers and the Sidekick. Operator-set · versioned · audited.
Two-gate layering. Every outbound action passes (1) the Compliance Watchdog (TCPA · quiet hours · A2P category) AND (2) this client's Campaign Rules. Rules can only be stricter than compliance — never looser. The Watchdog is the legal floor; these are the business policy.
1 · Cadence
How often Recoup is allowed to touch a customer.
2 · Quiet hours & holidays
When Recoup is NOT allowed to send (in addition to the universal TCPA quiet window).
3 · Voice & tone
The voice that goes out under this client's name. Same configuration the Sidekick uses.
Tone profile
Direct · warm · operator-grade · no corporate filler
Sample L3 reactivation
"Hey {first_name}, Sarah at Sunrise — your system's been running great but it's been about a year. Worth a check-in?"
4 · Layer enablement
Which of the 7 layers are active for this client. Click-to-activate.
5 · Sidekick bounds
What the client's Sidekick (e.g., "Sunny") is allowed to do without operator approval.
Sidekick respects the same two-gate layering. Out-of-bounds requests get acknowledged → guided redirection → next-best in-bounds alternative drawn from the priority reservoir.
6 · Audit log
Every rule change, every test-mode session — versioned and timestamped.
When
Who
Change
Diff
2026-05-22 14:30
Nelson
v8 · max-touches/week 3 → 2
2026-05-19 09:12
Nelson
v7 · L6 maintenance reminder enabled
2026-05-15 18:45
Nelson · TEST MODE
Test run · 12 sends rerouted to inbox
Health Monitor
6-check 4-hour CRON across the portfolio. Last refresh: 12 min ago.
DELIVERY RATE
98.2%
24h SMS delivery
WATCHDOG HOLDS
3.1%
Below 5% threshold
n8n UPTIME
14d
PM2 healthy · 4/10 concurrency
SUPABASE LAG
<1s
No event-log backlog
Per-client health
Click any client row for full diagnostic.
Sunrise HVAC
All checks green · 24h response rate 24% · A2P approved · brand voice configured
Healthy
Apex Mechanical
All checks green · DB reachability low (4.0/10 · improvement needed)
All checks green · Score 7.2 · L7 lift outperforming · referral candidate
Star
Sunny · your Recoup-powered sidekick
Demo · takes action, reports & explains your numbers
Ask Sunny to pull a list, queue a contact, or flag a record — or just ask what's working and where your score stands. Try a prompt below.
QB · AI configuration
Production note · how this works for real clients
Clients never see this modal. In production, every client's QB calls hit Recoup's backend, which uses your master Anthropic key. AI cost (~$0.001/query · ~$45/mo across 50 clients at typical usage) is baked into the Tier 2 fee. This BYO-key UI exists so you can demo or test with a real model on this device.
Paste your Anthropic API key to turn this browser's QB into a real Claude session against the dashboard data. Key stays in localStorage on this browser only — never sent to Recoup servers.
Get one at console.anthropic.com → API Keys. Uses claude-haiku-4-5 by default (fast + cheap, ~$0.001 per question).
Demo mode fallback: if no key is configured, QB falls back to pattern-matched canned responses. Safe for client demos — no API calls made.
Not configured · demo mode
Add a customer
Adding a single customer manually. For bulk import, use CSV import instead.
TCPA consent will be captured at first outbound touch. Numbers without consent are auto-flagged.
Demo · creates a sample row
Brand voice editor · Sunrise HVAC
These 12 variables shape every L1–L6 message Recoup sends. The preview below updates as you type. Saved to your account · applies on the next send.
Live preview · L1 missed-call
Hey — sorry I missed your call. Sarah at Sunrise HVAC. What's going on? Reply STOP to opt out.
Live preview · L3 dormant reactivation
Hey {first_name}, Sarah at Sunrise — your system's been running great but it's been about a year. Worth a check-in?
Live preview · L5 referral
Hey Tom — Sarah at Sunrise HVAC. Your neighbor Mark Henderson mentioned you've been having some AC trouble + thought I should reach out. No pressure — happy to swing by. Reply YES or STOP.
A/B testing: changes apply to a 20% canary first · if response rate holds, rolls out to 100% within 48h. You can override and force 100% rollout.
Edits not yet saved · 12 fields
Schedule an appointment
Pick who, when, and what. The appointment lands on the calendar and — if sync is on — flows to Google Calendar.
Lands on the calendar as a scheduled appointment
Create estimate
Templated estimate · pick a starting template, adjust line items, then send.
Estimate total$0
Saves as a draft until you send
Brief tech · Carla's Saturday install
Why this brief matters
Financing-tier converters opt into maintenance plans at 62% when pitched at the install · vs. 23% when pitched cold later. Carla converted via L2 financing 5 days ago — she's the textbook profile.
Carla Jimenez · 2024 customer · 1 job · $8,500 AC install Sat 2 PM Profile: Financing-tier converter (L2 Day-7) · 1st HVAC purchase Maintenance plan match: 62% probability · pitch at end of install