Your crew ran the call.
The estimate sat unsold.
That job still exists.
Paidback scans your existing customer and lead data, ranks dormant estimates and inactive customers by job value, and gives your team a prioritized call list with a follow-up script — so you book revenue you already spent money to earn.
From a CSV export to a booked job in the same afternoon.
How It WorksUpload your data
Export customers, estimates, and past jobs from any field-service platform. Drop the CSV into Paidback. No API, no IT project, no configuration. It reads your column headers and maps them automatically.
Ranked opportunity list
Paidback scores every dormant record by estimated job value, days since last contact, and close likelihood. Highest-value opportunities surface first.
Send the follow-up
Each record includes a suggested outreach message your dispatcher can send in seconds — tailored to the job type, the estimate age, and the customer's history.
Log what actually books
Mark jobs as booked, completed, and paid. Paidback tracks only verified recovered revenue — never estimated recovery projected forward as if it were real.
Most HVAC companies follow up on fewer than 60% of their estimates. The other 40% sits in a spreadsheet.
Not because owners don't care. Because nobody has time to manually sort 200 records, figure out which ones are worth calling, and write a message that doesn't sound like a form letter. Paidback does that sorting in the time it takes to make a pot of coffee.
| Customer | Type | Est. Value (USD) | Status |
|---|---|---|---|
| Example Contact | AC Replace. | 6,200 | Paid ✓ |
| Example Homeowner | Panel Upg. | 4,400 | Paid ✓ |
| Sample Client | Repipe | 8,100 | Booked |
| Sample Customer | Water Htr. | 1,850 | Contacted |
| This month · 4 of 21 actioned | 20,550 | 10,600 verified | |
Every dormant record ranked by real job value, not recency alone.
A 6,000-dollar AC replacement sitting 45 days unsold beats a 300-dollar filter swap from last week. Paidback weights estimate size, job category, days elapsed, and prior customer spend so your dispatcher calls the right person first, every morning.
"Hi [Customer name], this is [Your name] from the office. We sent over a quote for your AC replacement back in June — just wanted to check if you're still thinking about it before summer heat really hits. We have a slot open this Thursday. Want me to hold it?"
A message your dispatcher can send in 30 seconds, not 30 minutes.
Paidback generates a short, specific follow-up for each opportunity — grounded in what the customer was quoted, how long ago, and what your company offered. Your team edits and sends; they do not write from scratch.
What your team works from, week after week.
The Weekly RhythmThe reactivation queue
Every unsold estimate and inactive customer from your import, scored and ordered by value. Work it top to bottom: each opportunity shows the job, the amount, and how long it has been sitting. A three-touch follow-up cadence keeps the unanswered ones moving until the customer books, declines, or asks you to stop.
The Monday recovery digest
One email each Monday morning: the highest-value opportunities from your latest import, the follow-ups due this week, and every job that moved to booked or paid. Your dispatcher starts the week with the list already made.
The verified revenue ledger
A booked job enters the ledger with an invoice reference, an amount, and a paid date you enter. Estimates never move the verified total. Export the one-page recovery report as a PDF when you want to see what the follow-ups produced.
Simple, transparent pricing
Choose the plan that fits your needs
Backlog Audit
See what is actually in your backlog. One export, ranked, no card.
- 1 CSV import, up to 150 rows
- Full estimated recovery potential total, multipliers shown
- Top 10 ranked opportunities with itemized score reasons
- Editable scoring rubric: trade, typical job value, band rates
Recovery
Work the backlog every week and keep a ledger you can defend to your accountant.
- Unlimited imports, unlimited scored opportunities
- Full ranked Recovery Board with filters and history
- Drafted email, phone script and text for every opportunity
- Sends from your own Gmail so replies land in your inbox
- Outcome tracking: contacted, booked, paid
- Verified revenue ledger, ROI arithmetic, CSV export
- Monday Recovery Digest: who to call, what went stale, what got paid
Verified recovered revenue only moves when a job has an invoice reference, a paid amount, and a paid date you entered. Estimated potential sits beside it, labeled as an estimate, and never moves the verified total. The ROI report sets verified recoveries against your subscription to date. Arithmetic from your own invoices, not a projection.