Upload the estimates your team has not closed. Within one business day, RevTriage returns a personally reviewed, ranked follow-up list showing who deserves attention first, why they rank there, and the next action to take.
Illustrative preview only. Your report is generated from your submitted pipeline data.
A ranked list of the estimates to work first, the verified evidence behind every priority, and a specific recommended action for each one. Every report is personally reviewed before delivery, normally within one business day of receiving usable data.
RevTriage is for teams with real quoted work sitting open—not accounting audits, lead generation, or another CRM. We help your team decide where to follow up first.
We evaluate value, age, status, last contact, and available notes so your team starts with the opportunities most deserving of attention.
Every priority includes the supporting evidence. Your team can understand the ranking instead of trusting a black box.
Receive recommended timing and a specific follow-up action, not another dashboard your team has to interpret.
Use the estimates you already have. We turn the export into a prioritized plan.
Complete the secure $99 founding-customer checkout through Stripe. The regular price is $149 after the first 25 completed purchases.
Submit one or more anonymized CSV, XLSX, or text-based PDF exports of your estimates or open opportunities. See how →
Within one business day, get a personally reviewed report showing the estimates to work first, the evidence, and the recommended next action.
Inspect a representative completed audit before you pay. Your report uses your own pipeline data and gives your team business-specific priorities and next actions.
See a Sample ResultIf your report does not provide meaningful, actionable insights from the data you submit, contact us within 14 days and we will refund 100% of your purchase. No revenue outcome is guaranteed; the promise is that the analysis should be useful.
Estimate-based service businesses such as HVAC, roofing, remodeling, painting, landscaping, plumbing, electrical, and similar companies.
No. Export the pipeline data you already have and submit it on our pipeline submission page after checkout.
Ideally opportunity ID, estimate date, amount, status, last contact date, job type, salesperson, and relevant non-sensitive notes. Remove unnecessary personal information.
CSV and XLSX files are accepted, along with text-based PDF reports that contain a clear opportunity table. You may mix file types in one submission. Scanned or image-only PDFs are not supported yet.
Upload up to 5 files containing at least 3 active opportunities in total. The files may contain up to 2,000 combined rows and must stay under 3MB combined.
Every report is personally reviewed by our team before delivery. Normal delivery is within one business day of a valid upload.
Both. Every metric and ranking is calculated by a deterministic engine from your submitted data, not AI guesswork — and every report is then personally reviewed by our team before it's delivered to you.
RevTriage's analysis engine scores and ranks every opportunity using deterministic rules, and a member of our team personally reviews every generated report before it's delivered.
No. The audit identifies opportunities and recommended actions. Actual sales outcomes depend on your customers, team, market, and execution.
Checkout is securely processed by Stripe.
The first 25 completed purchases receive the full Revenue Recovery Audit for $99 instead of the regular $149 price. The checkout automatically closes when all 25 places are claimed.
No. The limited, non-identifying fields sent to our AI provider to generate report commentary are not used to train any models.
Your submitted files and generated report are automatically and permanently deleted 30 days after your order, or sooner at your request.
Yes — email support@revtriage.com and we'll remove your submitted files and any generated report.
No. RevTriage never contacts your customers or prospects — your report is for your internal use only.
The audit scores whatever verified fields are present; missing fields are excluded from scoring rather than guessed at. For the most complete results, include opportunity ID, estimate date, amount, status, last contact date, job type, and salesperson.
Yes — contact support@revtriage.com any time with questions about your results.
Upload your open estimates and know which ones deserve attention first.
Find My Best Follow-Ups — $99