How to choose revenue intelligence software for a home service business

Searching for revenue intelligence software for HVAC, plumbing or electrical work turns up a mix of enterprise platforms, marketing tools and add-ons. Use these questions to sort them.

1. Which problem does it actually solve?

Some products find new customers. Others, like Perché, find revenue you already earned or nearly earned. Decide which problem is costing you more right now.

2. Does it work with your field service software?

Check the integration list for the tool you actually use, and ask what is live versus planned. See where our integrations stand, including the ones that are still in progress.

3. Is access read-only?

You should be able to connect without giving a vendor the ability to change your records.

4. Can it explain every flag?

If you cannot see why a customer was flagged, you cannot trust the number. Look for plain-language reasons built from your own data.

5. How does it measure results?

Ask what counts as recovered. A fair system only counts a win if the vendor's follow-up preceded it, and keeps identified, expected and recovered revenue as separate figures.

6. Who sends the messages?

Decide whether you want one click per message or full automation. Perché defaults to your click and offers opt-in automatic first touches on Professional.

7. How long until it is useful?

You should see real flags from your own data in the first session, not after a multi-week onboarding.

8. Is the price public?

If pricing is hidden behind a demo, ask for it in writing before you invest time. Ours is on the pricing page.