Review the signal
Look at linked equipment and completed service activity behind a possible follow-up.
THE OPPORTUNITIES TAB
Find possible new work in the history you already have.
Repeat visits, maintenance history, and unresolved equipment work can point to customer conversations worth having. Dorvio brings the evidence already documented in your business into an owner-facing queue so you can review it before choosing what comes next.
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
From documented work to a considered follow-up
Opportunities are built from records available in Dorvio and the rules enabled for your business—not a promise that every record will produce a sale.
Check the customer context
Confirm the current owner, equipment condition, relevant scope, and whether work was already addressed.
Decide what to do
An owner can review, snooze, or dismiss a suggestion, and choose whether to prepare an estimate or contact the customer.
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
Can Dorvio turn my existing records into guaranteed revenue?
No. Dorvio helps you review potential follow-ups from records available in the app. A suggestion is not a lead, a diagnosis, a booked job, or collected revenue.
Does it automatically import my current software's history?
This page describes records available in Dorvio; it does not promise automatic imports from another field service product. A walkthrough does not require sharing your data.
Will it automatically contact customers?
No. Your team reviews the history and decides whether, when, and how to reach out.
Is the Opportunities tab available on every plan?
Availability depends on your plan and enabled features. Ask about access during a walkthrough.