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How Rivvet works

Your front office is where revenue leaks.

Rivvet is not a prompt box or generic voice bot. It is built around your trade, service area, calendar, website leads, approval rules, estimate process, and the work that actually turns into revenue.

Missed calls recoveredspeed-to-lead protected Estimates kept warmfewer dead quotes Campaigns owner-approvedno rogue sends Revenue briefedvalue visible
30-minute shop map Trade, phone flow, calendar windows, approvals, ROI
Owner app Summit Heating & Air Live
Owner brief

Overnight demand, worked before the trucks roll.

After-hours calls booked, emergency capacity protected, estimates nudged, and owner approvals separated from routine work.

live
Owner dashboard Needs Review Controls Reception Concierge Marketer Estimates ROI
NowNo-cool callBooked 2-4 PM · tech assigned
Owner approvalsMain repair margin$7.2K estimate · follow-up held
Already runningReview requests22 sent · 9 new · 4.9 avg
Jobs booked18+6 after hours
Pipeline revived$18.4Kestimates + reactivation
Reviews this week94.9 average
Today's work9 jobs
9:42 PM last nightWater heater leak · South JordanBooked itself with reception. Shutoff walked, photos in.
8:00 AMDrain cleaning · RivertonAssigned before the trucks roll
10:30 AMWater softener install · DraperCustomer replied yes to campaign
Coming back
2019 water heaters31 homes · end of life this year
Softener service64 homes · 18 months since install
Spring sprinkler turn-onSending after owner approval

The operator pain

The owner cannot be the backup plan for every lead.

Calls come in after hours. Estimates go quiet. Good customers wait for reminders. Slow weeks need campaigns. Rivvet gives those jobs a worker while the owner keeps approval over the risky moves.

Shop operating loopEvery action checks owner rules first
PainRulesFixValue
No-cool callIn area · 2-4 PM
Estimate replyFollow-up approved
Campaign ideaOwner review
Step 1 · map the shop

Rivvet learns what should happen before it acts.

The walkthrough starts by mapping the trade, service area, call types, calendar windows, estimate process, customer lists, approval rules, and what counts as value.

PainMissed calls, stale estimates, idle lists, calendar gaps, and review moments are leaking value.
RulesService area, job types, calendar windows, pricing exceptions, offers, handoffs, and owner approvals are set first.
FixRivvet answers, follows up, books, reminds, drafts campaigns, and escalates the work that needs a human.
ValueBooked jobs, revived pipeline, campaign replies, estimate wins, and next recommendations stay visible.
Attractbetter demand Captureevery channel Convertbooked work Retainold + new customers ProveROI included
Control roomRules before action
After-hours bookingOn
Owner approval before campaignsOn
Discount and estimate exceptionsApproval
Show ROI in every briefOn
RecommendationOpen two extra no-cool windows during the heat wave, then send a tune-up offer to customers due for service.Owner can apply, edit, or ignore.
Step 2 · assign the work

Each Rivvet employee owns a front-office leak.

Tap each employee to see the pain it solves, the fix it runs, and the value the owner can see without reading another dashboard.

Receptionist
Calls become qualified booked work
Value live
FixAnswers, captures urgency, checks service area, and offers only approved calendar windows.
ControlEscalates exceptions, pricing questions, and jobs outside the rules.
ValueMore calls become clean booked jobs with the recovered value shown to the owner.
Owner commandWhat needs a human?
Allowed to runMissed-call text, booking confirmation, review request after completed jobTrusted
Approval requiredDiscount, campaign send, unusual quote follow-up, unhappy review responseOwner
RecommendationRoute overflow calls after 5 PM and keep one emergency slot openApply
ROI proofBooked work, revived pipeline, campaign replies, and estimate winsDaily
Step 3 · keep control

Routine work moves. Risky work waits for the owner.

Rivvet should not freewheel through the business. Discounts, unusual estimates, campaign sends, unhappy reviews, and edge cases stay gated by toggles, approval queues, and clear recommendations.

Control toggles Owner approvals Recommendations Ad hoc campaigns ROI included
Step 4 · go deeper by trade

Bigger jobs need more than a booked appointment.

Rivvet core handles multichannel booking, approved campaigns, owner control, and ROI reporting. Trades Upgrade adds deeper estimate, reputation, payment, financing, and job-value workflows around the field visit.

Estimate BuilderCreate cleaner estimates from job context, photos, options, and approved pricing logic.
Estimate TrackerKnow which quotes were sent, viewed, ignored, reopened, and won.
ReputationAsk happy customers for reviews when the job outcome supports it.
Payments & FinancingMove approvals, deposits, and financing steps without slowing the crew.
Offer LibraryKeep replacement, maintenance, tune-up, and seasonal offers approved.
Job Value BriefShow the owner what was booked, quoted, collected, reviewed, and still open.
What changes

The office stops being the bottleneck.

The point is not another dashboard or AI wrapper. Rivvet is different because it works from the operating reality of the shop: trade rules, capacity, approvals, customer history, and revenue proof.

Before Rivvet
Website demandVisitors bounce before they know what to do next
Inbound channelsCalls, texts, chats, and forms are handled differently
Old customersSeasonal, referral, and maintenance revenue waits in a spreadsheet
Owner guessingNo daily view of what created value or needs approval
Rivvet active
OptimizedClear service path, offer, and booking action
BookedOne operating logic across phone, text, chat, and web
MarketedApproved campaigns bring back customers at the right moment
ProvedOwner sees booked work, ROI, and next recommendations
Build the map

Show us where work leaks. We will show how Rivvet fixes it.

In the demo, we map your trade, service area, phone flow, calendar windows, approval rules, follow-up, campaigns, and ROI view.

Book demo