Revenue Opportunities

Turn every job into more revenue

Ergova helps your team identify add-on work, surface recommendations at the right time, and convert more on-site opportunities into booked revenue.

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Most additional revenue is lost in the moment

Technicians see problems every day, but without a structured way to capture and hand off opportunities, add-on work lives in memory, texts, or sticky notes. When recommendations vary by person and nobody tracks what was offered, you leave money on the truck.

Revenue opportunities fail when timing is wrong, follow-up is manual, and leadership has no view into what was proposed, accepted, or missed—so you can't coach the field or fix the process.

Missed on-site opportunities

Issues spotted on the job never make it into a trackable next step.

Inconsistent recommendations

Every tech explains add-ons differently—customers hesitate.

No revenue tracking

You cannot see offered vs. accepted vs. lost across crews.

Follow-up breakdowns

Promised callbacks slip when there is no owner or SLA.

Ergova turns opportunities into structured, trackable revenue

Prompts and bundles aligned to job type, equipment, and history
Clear estimated value and customer-ready language for every suggestion
Status from surfaced → recommended → accepted or follow-up—no black holes
Handoff into estimates, scheduling, or invoicing without re-keying

How Revenue Opportunities works

From the active job to booked add-on revenue—with context preserved end to end.

Step 1
Detect opportunities
Surface add-on work, repairs, or upgrades during active jobs based on context and history.
Step 2
Recommend clearly
Package suggestions with scope and value so techs can explain and customers can decide fast.
Step 3
Convert to revenue
Turn accepted work into estimates, scheduled visits, or invoice line items in one flow.

What revenue opportunity workflow looks like in Ergova

A live queue tied to jobs and techs—not a spreadsheet tab. See value, status, and the next action before the opportunity ages out.

Revenue opportunity queue

Active jobs · opportunities surfaced

Today8 open

Customer / property	Recommended	Est. value	Status	Tech	Next
Johnson Residence	Water heater flush	$180	Recommended	M. Ortiz	Create estimate
Oak Street Office	Filter replacement	$95	Accepted	A. Chen	Add to invoice
Maria Lopez	Panel upgrade review	$650	Follow-up	J. Rivera	Schedule call

Ergova helps you spot revenue your team would otherwise miss

Revenue Opportunities uses job context—not generic lists—so recommendations match what is on the truck and what the customer already trusts you to do.

Smart opportunity detection

Surface relevant add-ons from job type, equipment, and account history—not random SKUs.

Recommendation timing

Know whether to suggest during the visit or after—so you do not rush or miss the window.

Revenue potential alerts

Prioritize jobs with the highest expansion value before the truck rolls away.

Follow-up intelligence

See which declined or pending opportunities are worth a second touch—and which are not.

Grow revenue from work already in motion

Measure ticket lift and capture rate—not just activity counts.

Ticket size
Increase average ticket value
Structured prompts and bundles raise line-item attachment on real jobs.
Same-day capture
Capture more same-day revenue
Fewer opportunities lost between the driveway and the office.
Fewer misses
Reduce missed add-on opportunities
Every surfaced item has an owner and a next step.
Team visibility
Track revenue opportunity performance across teams
See what works by crew, trade, or account—then coach with data.

Connected to the rest of your operation

Revenue Opportunities is not a bolt-on. It ties the job in the field to estimates, scheduling, and cash—so expansion revenue is operational, not anecdotal.