Review repeat visits
Look at completed service activity tied to equipment, not a guess about future repairs.
EQUIPMENT INSIGHTS + OPPORTUNITIES
Your service records can point to the next conversation.
Dorvio's Opportunities tab evaluates documented HVAC work and equipment history for patterns worth reviewing, such as repeat repairs or maintenance timing. You get the context; your team decides whether any follow-up is appropriate.
Request a walkthroughHVAC first. Electrical and plumbing in the future.
OWNER REVIEW QUEUEReview first
The next conversation may already be in the record.
Documented work → evidence to review → your decisionRepeat service activityLook back at completed visits for an equipment system.
Maintenance timingReview the last documented maintenance work.
A follow-up worth consideringCheck the evidence before making an offer.
BUILT FOR HVAC CONTRACTORS · DESIGNED FOR THE FIELD
THE BIGGER PICTURE
Opportunity signals with the work behind them
Look into the visits and equipment involved before contacting a customer. A walkthrough does not require access to your customer data; not every signal calls for a quote.
Consider maintenance
Check documented maintenance history and whether a follow-up is relevant.
Keep revenue claims honest
Unpriced ideas stay unpriced; prior repair costs and draft quotes are not collected revenue.
See how Dorvio could work for your business.
No customer records or software switch needed to start a conversation. We'll follow up personally to learn about your workflow and show you how Dorvio approaches service history and Opportunities.
Frequently asked questions
What does known potential mean?
It reflects evaluated opportunities with known, relevant prices. It is not all possible work, a predicted conversion rate, or collected revenue.
Are equipment insights an automatic diagnosis?
No. Dorvio surfaces recorded service evidence for a qualified contractor to review before acting.