The revenue is already there.
You just need a system to capture it.
Trellis helps service teams systematically follow up on every customer opportunity — cold estimates, lapsed renewals, uncontacted customers, stalled proposals — so nothing falls through the cracks regardless of who handled the job.
Your operations software stops at the job. Your customer relationship doesn't.
ServiceTitan, Jobber, and Housecall Pro are great at dispatch, scheduling, and invoicing. But what happens to the customer after the job closes is unmanaged — and that's where the revenue leaks.
Estimates go cold
Proposals sent, never followed up. Leadership changed, someone got busy — and the job went to whoever called back first.
Renewals lapse
Service contracts and maintenance agreements expire without a conversation. The customer didn't leave — nobody reached out.
Needs go unspoken
Technicians see additional work on-site, mention it, move on. Nobody follows up. The customer hires someone else.
Customers drift away
Past customers who had a great experience would gladly hire you again — but haven't heard from anyone in 12+ months.
Execution varies by employee
Customer experience depends entirely on which employee handled the job. Some follow up. Most don't.
Managers can't see it
There's no way to know which customers got followed up with and which didn't — until the revenue is already lost.
Trellis closes the gap between your operations and your revenue.
Not a CRM. Not a messaging tool. A management system that gives service teams a consistent, accountable process for every customer opportunity — and gives managers visibility into whether it's actually happening.
Surface
Your team already knows where the opportunities are. Managers, techs, sales, and admin bring the lists — Trellis operationalizes the outreach so nothing gets dropped.
Execute
AI drafts personalized, role-specific follow-up messages. Team members review and send in under 2 minutes through their normal channels. No new workflows to learn.
Measure
Managers see every opportunity, every follow-up, and every outcome. Revenue gets attributed. Coaching insights surface automatically. Nothing falls through.
Real results. Before a structured pilot.
A branch manager at a regional fire and life safety company used Trellis informally — not even in the intended user role — and sent 9 messages to stalled and past customers.
A routine follow-up became a recurring revenue relationship
After completing extinguisher service, a simple follow-up surfaced a fire pump repair the customer needed. That repair led to annual fire alarm, sprinkler, and pump inspections — $1,025 in new recurring annual revenue that didn't exist before the message.
A stalled contract signed after one reminder
A $3,125 commercial contract had gone quiet — leadership needed to sign but hadn't. One Trellis-assisted follow-up reached the right person at the right moment. Contract signed. Without the prompt, this opportunity goes cold.
A referral ask recovered a lost invoice
After a positive customer survey, a follow-up to ask for referrals revealed the customer had never received their invoice — and needed it paid before fiscal year close. Invoice delivered same day, paid promptly.
"This was one branch manager, 9 messages, in a non-primary role. What does systematic team-wide usage look like across all your branches?"
Find out →Built for service businesses that manage teams.
Ready to see what's sitting in your pipeline?
We'll show you exactly how Trellis works for your service lines and team structure — no generic demo.
Book a Demo