Source Data Checklist
The inspection only works if the source records can prove the leak.
Revenue Watchdog does not count opinions, dashboard screenshots, or manager updates toward the guarantee.
The first 30 days require source records that show where revenue leaked, how much it is worth, who owns recovery, current status, and proof that the leak was fixed or excluded.
The guarantee starts with proof.
Only documented annualized recoverable opportunity from approved source data counts. If the data cannot survive inspection, the opportunity stays excluded until fixed.
Required Records
Bring records that connect demand to recovery ownership.
Calls and leads
Inbound calls, missed calls, abandoned calls, booked status, source, CSR, campaign, call outcome, and callback status.
Jobs and dispatch
Job id, customer id, location, business unit, job type, booked date, completed date, status, value, technician, and cancellation status.
Estimates and proposals
Estimate id, job id, customer id, value, status, sent date, owner, follow-up activity, sold date, lost reason, and aging.
Service agreements
Eligible customer, offer status, sold status, active or expired agreement, renewal date, value, owner, and proof of offer or decline.
Maintenance and recurring work
Due dates, scheduled dates, completed dates, overdue accounts, skipped visits, canceled visits, and last contact date.
Customers and old opportunities
Customer id, source, created date, last service date, lifetime value where available, tags, owner, and open follow-up status.
Manager execution
Tasks, notes, recovery attempts, follow-up status, owner, due date, escalation status, and proof of completion.
Platform-specific request.
The platform is not the product. It is the evidence source. Use the system you already have to prove what leaked and who owns the next action.
ServiceTitan
Prepare call, job, estimate, agreement, recurring-service, and customer exports. Do not rely on dashboard screenshots when exported records are available.
Housecall Pro
Prepare customers, jobs, estimates, recurring plans, messages, and open follow-up activity tied to stale estimates and lapsed customers.
Jobber
Prepare requests, quotes, jobs, recurring visits, client activity, skipped visits, and open quote follow-up.
FieldEdge / Service Fusion / Workiz
Prepare call, dispatch, job, estimate, agreement, maintenance, and customer records with owner and status fields visible.
BuildOps / ServiceTrade
Prepare service calls, work orders, proposals, agreements, assets, renewals, technician recommendations, and aged open work.
What fails inspection.
Screenshots instead of exportable source records.
Summary reports with no source row, owner, status, or date.
Duplicate rows that inflate annualized opportunity.
Missing values for estimate amount, job value, agreement value, or recovery status.
No named data owner who can answer export and reconciliation questions.
No executive who can enforce manager ownership when leakage is documented.
How to prepare before the call.
Name the data owner
Assign one person who can pull records and answer source questions during the first 30 days.
Pull the last 90 days
Use recent operating data first. Longer windows can help later, but the first inspection needs current leakage.
Keep source IDs visible
Call ids, job ids, estimate ids, customer ids, agreement ids, and owner fields must stay attached.
Do not clean the story
Send the operating truth. Missing owners, stale records, and incomplete follow-up are exactly what the inspection is meant to expose.
Decision Standard
If the records exist, the next question is whether leadership will act on what they prove.
Revenue Watchdog is valuable only when the company is willing to assign owners, enforce deadlines, review proof weekly, and install the recovery function when the opportunity case is documented.