Field Intelligence
Your techs see everything. Most CRMs remember nothing.
Every job visit, your technician walks past a furnace, a water heater, maybe a mini split — a map of that home's next five years of work. RivetFlo captures it, remembers it, and turns it into perfectly-timed outreach. Your CRM stops being a filing cabinet and becomes a living, breathing system.
- Every visit makes the record smarter
- Outreach tailored to the actual home
- Synced back to your CRM
The story
How one AC repair becomes years of booked work.
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1
The tech notices
On an AC repair, your tech clocks the rest of the mechanical room: furnace from 2009, water heater from 2016, a newer mini split upstairs.
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2
RivetFlo documents
The job notes, line items, and service history get read automatically and turned into structured equipment records — make, age, filter sizes, condition — attached to the home.
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3
The system watches
Lifecycle schedules run in the background — maintenance coming due, consumables aging out, equipment entering its end-of-life window — tuned to each home's real conditions.
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4
The outreach lands
"Hi Sarah — when we fixed your AC, we noticed your furnace is from 2009. Worth a free assessment before another winter?" A replacement conversation, started by a note.
The flywheel
Every visit feeds the next one.
This is why it compounds: each job adds knowledge, each piece of knowledge produces outreach, each outreach books another visit.
Equipment & install dates
Every system in the home — age, model, condition — recorded once, remembered forever.
Consumables & filters
Filter sizes and change intervals tracked per system, so reminders arrive with the right part already named.
End-of-life timing
Equipment approaching the end of its lifespan triggers a replacement conversation before the 2 AM failure — planned jobs, not emergencies.
Maintenance cycles
Annual services and tune-ups fire automatically per home — with schedules adjusted to real conditions (in water treatment, even the water chemistry sets the cadence).
Conversation memory
What was said, asked, and promised — kept with the record, so every touchpoint has context.
Two-way CRM sync
Housecall Pro, Jobber, ServiceTitan, HubSpot — records, events, and booked jobs flow back into the system you already run.
The difference
A review button texts everyone the same thing. We know the furnace in the hallway.
| Review widget | Marketing agency | AI answering service | RivetFlo | |
|---|---|---|---|---|
| Review requests after jobs | ✓ | ~ | ✓ | ✓ |
| Answers your phone 24/7 | ✗ | ✗ | ✓ | ✓ |
| Books jobs end to end | ✗ | ✗ | ✓ | ✓ |
| Knows the equipment in each home | ✗ | ✗ | ✗ | ✓ |
| Outreach tailored to each home | ✗ | ~ | ~ | ✓ |
| CRM gets smarter every visit | ✗ | ✗ | ✗ | ✓ |
AI answering services are real and useful — some charge $3,000–$4,000/mo for it. Answering is where they stop. It's where Field Intelligence starts.
On our plans: Field Intelligence is the layer that separates Basic from Gold →
Common questions
Field Intelligence, explained.
What is Field Intelligence?
Field Intelligence is RivetFlo's system for turning what your technicians see on every job into structured customer knowledge. When a tech notes the equipment in a home — the furnace, water heater, softener, mini split, install dates, filter sizes — that becomes a living record that drives tailored outreach for years: maintenance reminders, consumable replacements, and end-of-life conversations timed to the actual equipment in that actual home.
How is this different from review-request software?
A review button sends every customer the same text after a job and stops there. Field Intelligence knows what's installed in each home and when it needs attention, so the outreach is specific — "your water heater is hitting year 11" — and it keeps producing booked jobs for years, not just a star rating once.
How is this different from hiring a marketing agency?
An agency blasts campaigns at your whole list and reports on clicks. Field Intelligence engages each customer about their own equipment at the moment it matters, answers their replies, books the job, and writes everything back to your CRM. It's operations and revenue, not just impressions.
Does it work with my existing CRM or field software?
Yes — RivetFlo syncs with Housecall Pro, Jobber, ServiceTitan, and HubSpot. Equipment records, lifecycle events, conversations, and booked jobs flow back into the system you already run, so your CRM becomes the living record instead of a filing cabinet.
Your install base is a goldmine. Start mining it.
Book a 20-minute demo and we'll show you what Field Intelligence would do with the customer history you already have.