Confirmed lapsed
$18,600Evidence found in prior agreementsFor US loading dock and commercial door contractors
Turn old installation and service records into a live service-revenue pipeline.
Installed Revenue identifies customers, sites and installed equipment that have fallen outside your maintenance and renewal process, then gives your team a practical plan to recover the opportunity. We work alongside the systems you already use.
Regional commercial contractorsNo software replacementContractor-approved intervals only
Illustrative outputRevenue Leakage Audit
Synthetic dataAnnual opportunity
$41,400Indicative, not guaranteed revenueWeighted pipeline
$34,650Uses a synthetic 35% conversion rateAsset status188 total
Active 68Due soon 23Overdue 21Review 76
We reconcile records from
QuickBooksField-service exportsSpreadsheetsPDFs and scansEmail recordsThe hidden gap
Your current system may only know what made it into the migration.
Older invoices, work orders, spreadsheets, PDFs and email can contain sites, assets, expired agreements and repair recommendations that never reached the current workflow. That does not make every old asset lost revenue. It means the installed base must be reconciled before the opportunity can be measured.
Sites outside the workflow
Older customer and site records may never have reached the current field-service system.
Equipment without coverage
Installed assets can remain active without a maintenance agreement found in the available records.
Renewals without an owner
Expired agreements and upcoming opportunities can fall between operations, service and sales.
Recommendations not followed
Open and expired repair quotes can become invisible when records are fragmented.
What you receive
From fragmented records to a prioritised recovery plan.
We reconcile the records, separate evidence from assumptions and give your team a usable view of the installed base.
Customer and site register
A cleaned view of organisations and locations found across the supplied records.
Installed equipment register
Known assets linked to sites, service history and available agreement evidence.
Unserviced and uncovered list
Sites and assets requiring contractor review because service or coverage is not evident.
Lapsed recurring revenue
Previous recurring revenue that demonstrably expired or stopped.
Indicative service opportunity
Potential plan value for never-covered assets, labelled as opportunity rather than lost revenue.
Weighted project pipeline
Repair and replacement potential adjusted using the contractor's historical conversion rate.
90-day recovery plan
A prioritised sequence of contractor-approved actions.
Ongoing renewal workflow
An optional monthly process to keep the register and renewal pipeline current.
Evidence before claims
Clear categories, no inflated revenue figures.
The audit distinguishes demonstrable lapse from potential opportunity and from work actually recovered.
Confirmed missed recurring revenue
Previous recurring revenue that demonstrably lapsed.
Unconverted annual opportunity
Indicative service-plan value for never-covered assets. It is not guaranteed or lost revenue.
Weighted project pipeline
Potential repair and replacement value multiplied by your historical conversion rate.
Recovered revenue
Work actually renewed, approved or booked after intervention.
How it works
A practical four-step process.
No rip-and-replace implementation. We begin with the records you already have.
01
Scope
Agree the records, boundaries, delivery date, retention period and contractor responsibilities.
02
Secure transfer
Use a dedicated controlled-access folder. The public enquiry form never accepts operating records.
03
Reconcile and validate
Link customers, sites, assets, warranties and service histories. Your team confirms intervals, pricing and exceptions.
04
Deliver and act
Receive the audit, priority list and 90-day plan. Add the renewal workflow only if the pilot proves value.
Founding Revenue Leakage Audit
$750 one-time pilot
Designed for contractors with at least 500 historical jobs and records spread across QuickBooks, spreadsheets, PDFs, email or incomplete field-service software.
No long contract.The $299 monthly renewal workflow is optional after the pilot.
Request a confidential fit call Pilot inputs
- Up to 250 historical invoices or work orders
- Current customer and site export
- Active maintenance-agreement list
- Open and expired quotes
- Future scheduled-job export
- Standard maintenance pricing
Pilot outputs
- Cleaned customer, site and asset register
- Revenue Leakage Audit
- Unserviced and uncovered customer list
- Lapsed recurring-revenue calculation
- Indicative service opportunity
- Weighted project pipeline
- Prioritised 90-day recovery plan
Fits your stack
We work alongside, not instead of, your field-service systems.
Records may come from QuickBooks, ServiceTitan, Forz, ServiceTrade, simPRO, Jobber, spreadsheets, PDFs, email and paper-derived scans.
Platform names are examples only. Installed Revenue is not affiliated with those providers and does not claim a native integration unless separately confirmed.
Current records
AccountingField serviceDocumentsInbox
Historical reconciliation
One evidence-backed registerCustomers · Sites · Assets · Agreements · History
Controlled by design
Commercially sensitive records deserve a scoped process.
Live records are not accepted through the public website. Scope, confidentiality, data-processing terms, access and deletion are agreed before transfer.
Review the data-handling approach- 01Written confidentiality and data-processing terms before transfer
- 02Minimum data for the agreed pilot, in a dedicated workspace
- 03Multi-factor authentication required before live-data access
- 04Documented retention, deletion and incident-response processes
- 05No customer contact without separate written approval
See the deliverable first
A clearly labelled, fictional Revenue Leakage Audit.
The sample uses synthetic contractor data to demonstrate report structure, revenue definitions and recovery priorities. No figure represents an actual customer result.
Who the pilot is for
Focused on regional commercial contractors with a recoverable record history.
Good initial fit
- 5 to 30 technicians
- At least 500 historical jobs
- Regional commercial customers
- Incomplete installed-equipment register
- Older jobs missed in a system migration
- No clear renewal owner
Not an initial fit
- Residential HVAC
- Fire and life-safety systems
- Critical-infrastructure security
- Systems already used effectively for the full installed base
- Fewer than about 500 historical jobs
Questions
Straight answers before a fit call.
Is this another field-service platform?
No. Installed Revenue reconciles historical records and operates a renewal workflow alongside your current systems.
Do you replace our current software?
No. The pilot works with exports and source records from the systems you already use.
Do you call our customers?
Not during the audit. Any later customer contact requires separate written approval, agreed scripts and contractor control.
Is every uncovered asset lost revenue?
No. The audit separates demonstrably lapsed recurring revenue from indicative opportunity and unknowns.
Can you decide service intervals?
No. Your qualified team sets and approves all technical service intervals and equipment judgments.
Where are you based?
Installed Revenue operates from the United Kingdom and serves US contractors remotely. It does not maintain a US office.
Start with a 20-minute fit call
Find out what your current system may have left behind.
No live customer records are required for the first conversation.
Request a fit call