Recovered revenue
$24,800
Confirmed Won jobs+18.4%
Company workspace
Your recovery workspace
Connect a data source to begin reviewing your company’s estimates.
Open estimate value
$186,40087 active estimatesIn recovery
Customer replies
3439.1% reply rate+6.2%
Opportunities
16Ready for your team4 hot
Recovery funnel
How estimates move toward confirmed revenue
Estimates contacted87
Customer replies34
Opportunities16
Jobs won7
Confirmed recovered revenue$24,800
Needs your attention
Prioritized by customer intent
Recent activity
Latest recovery events across your workspace
| Customer | Estimate | Latest response | Status | Updated |
|---|---|---|---|---|
| JSJohn SmithOak removal | $4,800 | “The price is more than I expected…” | Price concern | 8 min ago |
| SMSarah MillerTree trimming | $6,200 | “Yes, can someone call me today?” | Opportunity | 24 min ago |
| MDMichael DavisStorm cleanup | $3,100 | “Try me again next month.” | Follow-up | 2 hr ago |
Recovered revenue includes only Won jobs with an Actual Job Value confirmed by your team.
No company data yet
Connect a spreadsheet once. Recora will recognize common estimate columns and sync the records into this company workspace. Unclear columns go to review. Sync never starts recovery or sends messages.
Company data
Imported estimates
These are source estimates, not recovered revenue. Recovery remains off.
0records in this workspace
0need contact or date review
Estimate recovery
Estimates
Track every estimate from first follow-up to final outcome.
No estimates imported yet
Connect a company data source, review its columns, then import estimates for this workspace.
| Customer | Service | Estimate | Date | Status | Last contact |
|---|
No estimates match this view.
Customer replies
Conversations
No conversations yet
Customer conversations will appear after real company records are synced and messaging is configured.
JS
John SmithOak removal · $4,800
Recora summaryCustomer is interested but concerned about price.
94% confidenceRecommended: call to understand scope concerns. Do not offer a discount without approval.
Human close
Opportunities
Customers showing real intent, ready for your team.
No opportunities yet
Opportunities are created from real customer responses and reviewed by your team.
Price concern$4,800
John Smith
Oak removal
“Is there any flexibility?”
Interested$3,900
Olivia Grant
Tree removal
“We’d like to move ahead.”
Call requested$6,200
Sarah Miller
Tree trimming
“Can someone call me today?”
Human active$7,100
Noah Turner
Hazard tree removal
Scope confirmed. Discussing schedule.
Won$6,100
Daniel Wright
Storm cleanup
Actual Job Value confirmed
Confirmed revenue$24,800
Data connection
Connect your data
Connect a CRM or Google Sheets. Review the data before any recovery starts.
Recommended first connection
Status unknown
Jobber
A strong first fit for Tree Service teams.
Connect Jobber to sync company estimates into Recora. Customer messages and recovery remain off.
- Authorize Jobber for this company
- Sync estimates and customer contact details into this company
- Unknown or incomplete records are flagged; no recovery starts
Sign in as a company owner or admin to authorize Jobber. No estimate sync or messages start automatically.
Estimate preview
Nothing has been imported or saved.
| Estimate | Customer | Status | Value | Last updated |
|---|
Spreadsheet connection
Not connected
Google Sheets
For teams that manage customer and estimate data in Sheets.
Connect a Google account and choose the spreadsheet Recora should read. Your data will stay separate in your company workspace.
- Choose a spreadsheet once; common estimate columns are recognized automatically
- Unclear rows or columns are flagged for review
- Import does not start recovery or send messages
Read-only access. Choose the exact spreadsheet Recora should use.
Read-only spreadsheet preview
Map columns and review import
Choose the source column for each field. Customer name and estimate amount are required. Import saves records to this company only; it does not start recovery or send messages.
Automation
Recovery rules
A clear, focused sequence—without a complex workflow builder.
Recovery is not active
No messages are sent. Recovery rules can be configured after company data is imported, messaging is connected, and your team approves the workflow.
Workspace
Company settings
Manage your Recora company profile.
Company profile
These settings belong to your Recora company workspace.
To manage company settings, sign in and complete company setup.
Messaging is not connected
No customer messages or automated recovery are being sent.