Eleven kinds of money, and every shop has most of them
None of this is a lead problem. You already paid to win these people. They are sitting in your field software in a form nobody sorts by.
Unsold replacements
The changeout you quoted and never heard back about. The biggest single number on most boards.
Unsold repairs
Smaller tickets that went quiet. Cheap to chase, and they close faster than replacements.
Repairs they put off
Your tech wrote it up, the customer said not today, and six months later only the customer remembers.
Repeat repairs on old equipment
Third capacitor on a fourteen-year-old condenser. That is a replacement conversation, not a repair.
Systems past service life
The install dates are in your CRM. Nobody sorts by them, so nobody calls before it fails in July.
Memberships about to lapse
Recurring revenue that quietly stops unless somebody asks. Cheapest win on the whole list.
Members who already lapsed
They paid you every year until they didn't. Most never got a call about it.
Customers overdue a tune-up
Past their normal interval and drifting. A short text books more of these than an email.
Warranties running out
A real, dated reason to call that has nothing to do with selling. People answer these.
Calls that never got booked
Rang out on a Tuesday, went to a competitor by Wednesday. Worth almost nothing after 48 hours.
Customers who stopped coming back
Outside their normal service interval. They already trusted you once and nobody asked for a second job.
And it groups them by household
Three rows for one address is not three phone calls. It is one call with three things to say.
It knows a water heater from a boiler
Most "aging equipment" reports flag everything at one number, which makes them useless — a twelve-year boiler is barely middle-aged and a twelve-year water heater is on borrowed time. Backlog judges every system against its own service life, so the list you get is the list you would actually call.
Ordinary trade service-life ranges, not a manufacturer promise. The same logic runs through the ranking and the seasonality — an AC tune-up campaign lifts in April, a furnace one lifts in October, and a water heater call lands harder going into winter than it does in June.
One board. Ranked by dollars, not by date.
Every record gets an expected value — what it is worth times the odds of closing it. Age, equipment, contact history, season, lead source and whether they have ever replied all move the number, and you can open the maths on any record and see exactly how it got there. Then it tells you whether to call, text or email, and writes the message.
Marisol Vance
That is the whole interface. A dispatcher can work it without training, and every outcome you log sharpens tomorrow's ranking — after eight recorded wins or losses in a category it stops using an assumed close rate and starts using yours.
See your number before you give us anything
Backlog does not replace your field software. It sits next to it and does the one thing none of them do — decide who to call. You can check what is in your list right now without an account, a card or an email address.
Score it free, right now
Drop an export into the free scorer. It runs in your browser — the file never leaves your computer — and ranks the whole list in about ten seconds. No signup.
Start the trial if the number is real
Fourteen days free, no card. Your list becomes a live board that re-ranks every morning as quotes age and equipment gets older.
Work it and log what happened
Contacted, replied, booked, won, lost. Only money you type in yourself counts as recovered — that is the number you hold your team to and the one that justifies the bill.
Cheaper than the job you lost last week
One recovered ticket pays for years of this. Both plans start with fourteen days free and no card — you decide after you have worked your own board for two weeks.
- All eleven opportunity types in one queue
- Ranked by what it is worth chasing, with the maths shown
- Equipment judged against its own service life
- Tells you whether to call, text or email — and why
- Writes the follow-up and never repeats the last one
- Do-not-contact, opt-outs, quiet hours and frequency limits handled
- Learns your real close rate from your own outcomes
- Records what you actually collected, not what you quoted
- CSV import and export any time
- Everything in Solo
- Recovery rate by technician and by branch
- Weekly owner report, ready to send
- Assign records to whoever is calling
- Priority support
The scorer is free forever and takes no account. The trial takes no card — if you forget about it, it just stops, and nothing gets charged. Cancel any time and export your whole list on the way out. We can promise to find the money. Whether it closes is down to who makes the calls, and we are not going to pretend otherwise.
What owners ask first
We already pay for ServiceTitan. Why this too?
Field service software is built to run the jobs you already booked — scheduling, dispatch, invoicing. It stores your dead estimates and your install dates but it has no opinion about them. Backlog's only job is to decide which of those to call today and why. You export, drop the file in, and nothing about your existing setup changes.
Is this just a CRM with extra steps?
A CRM is a filing cabinet — you still have to decide who to call. Backlog is the decision. It ranks every open opportunity by expected dollars and hands you twelve, not four hundred. It deliberately does not do estimating, invoicing, scheduling, dispatch or accounting, and it never will.
Do I have to upload my customer list to try it?
Not for the free scorer. It reads the file inside your own browser and makes no network request with your data. Nothing is stored, nothing is logged, and closing the tab wipes it.
You would only be storing data with us once you start a trial and want a board that is still there tomorrow morning. That is stated plainly inside the product too.
Will it send messages to my customers automatically?
No, and that is deliberate. It writes the text, the email and the voicemail script from the facts on that record, and you copy and send it yourself. It will not invent a discount, a deadline, an appointment time, a prior conversation or anything else that is not in your own data.
It also holds back anyone marked do-not-contact or opted out, warns you inside quiet hours, stops offering a record after six attempts, and labels each draft as a reply to something the customer started or as marketing — because different rules apply. Following them is still your responsibility, not ours.
How is the number on this page calculated?
It is a model built from your own four inputs, with every assumption printed underneath it. It is an estimate of what is sitting there, not a forecast of what you will collect, and it is not a promise. The free scorer does the same thing against your real file instead of sliders, and your own board replaces both with actual numbers in the first week.
What happens to my data?
It is yours. There is an Export CSV button on the board — press it whenever you want and you get the whole list back, every field, including the odds we scored. If you cancel we delete it on request. We do not sell it, share it, or use it to build lists for anyone else.
My CSR will not use another piece of software.
There is one screen with a list on it. No pipeline to configure, no fields to fill in, no setup. If they can work a paper call sheet they can work this, and it tells them why they are calling — which is the part a call sheet never does.