RigDrop — Intake

Forward an email or text a photo. RigAI sorts it; you give it a glance.
● 2 need a glance
📷
Water heater leaking — photo via text Plumbing · Repair High confidence
Dana Whitfield · (555) 014-2288 · 412 Pecan St, Commerce TX
“Bottom of the tank is dripping and the closet smells musty. How soon can y’all come out?”
7:42 AM
✉️
Forwarded: annual backflow test reminderOtherHigh confidence
City of Commerce · forwarded by admin@ezflow…
6:58 AM
This week via RigDrop
11
9 auto-sorted · 2 needed a glance · 0 missed
Techs text job photos to your business line. Customers’ texts stay in the Inbox — RigDrop only captures approved senders.

Schedule — Dispatch

Wednesday, July 1 · Day view
2 techs · capacity 5h / 16h
To Be Scheduled 3
Water heater — leaking tank
Dana Whitfield · from RigDrop · Emergency
Sunrise Cafe — service call
Needs technician · Referral
Hose bib replacement
Ready to schedule · Online booking
8 AM
10 AM
12 PM
2 PM
4 PM
Colton E.
Slab leak re-route · Booker
Gas line pressure test · Finn
Laken E.
Faucet + disposal · Mendez
Camera inspection · Dinsmore

The Board

Wednesday, July 1 · live
● LIVE · 5 jobs · 2 techs
Today’s revenue i
$0
▲ 3 payments collected
This week i
$8,410
▲ 12% vs last week
Outstanding i
$2,180
1 overdue invoice
Memberships i
38
▲ 2 new this week
Today’s schedule
TimeCustomer / serviceTechStatusAmount
8:00Booker — slab leak re-routeColtonCompleted$1,240
10:00Whitfield — water heaterColtonIn progressest. pending
10:00Mendez — faucet + disposalLakenCompleted$486
12:30Dinsmore — camera inspectionLakenEn route$325
2:00Finn — gas pressure testColtonScheduled$210
Unsigned estimates
1
$2,890 waiting
Overdue invoices
1
$730 · 12 days
Pending approvals
0
all clear
Follow-ups due
2
estimates 5+ days old
Today’s pipeline
40%
● Completed 2   ● In progress 1
● En route 1   ● Scheduled 1

Estimates

Invoices are created automatically when estimates are accepted.
6 of 6 estimates
Estimate #CustomerTitleStatusAmount
EST-2026-0005Dana Whitfield50-gal water heater + expansion tank + PRVSent$2,890
EST-2026-0004Emily BookerSlab leak re-routeAccepted$1,240
EST-2026-0003Sunrise CafeGrease trap service planDraft$500
EST-2026-0002Saul MendezFaucet + disposal installAccepted$486
Paid this month i
$18,940
31 invoices · Export CSV anytime
Avg. days to paid i
2.4
▼ from 9.1 before ServiceRig
Close rate i
67%
accepted ÷ sent, last 90 days

Service Agreements

Recurring service contracts, plans, and automated billing.
38 active members
FRIENDS & FAMILY PLAN
Plumbing
$29/mo $348/yr
Annual whole-home plumbing inspection
Water heater flush — tank lasts longer
15% off all repairs and parts, forever
No diagnostic fees, no after-hours surcharge
Why it matters
Every completed job is a membership pitch. The tech offers the plan at the door, the agreement auto-invoices monthly, and next year’s inspection schedules itself into a slow week.

38 members × $348 = $13,224/yr of revenue that arrives whether the phone rings or not.

The Numbers

RigAI · CFO — grounded in your QuickBooks + ServiceRig data
● QuickBooks connected
How did today actually go?
Collected today i
$4,616
4 payments, incl. Whitfield deposit
Booked from intake i
3 jobs
1 RigDrop · 1 referral · 1 online
Recurring run-rate i
$13.2K/yr
▲ Whitfield joined Friends & Family

R

A day at EZFlow Plumbing

This is ServiceRig running a real plumbing shop’s Wednesday — from a 7:42 AM leak text to the evening numbers.

Six stops. About two minutes. Watch what the AI does between them.

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One text became $4,616 — and a member

7:42 AMRigDrop caught a leak text and triaged it — no call required
8:15 AMSmart Schedule placed it in Colton’s 10 AM gap
12:30 PMEstimate sent from the driveway; accepted on the customer’s phone
12:31 PMInvoice created automatically; deposit collected on-site
4:20 PMTech sold the $29/mo plan at the door
6:05 PMRigAI CFO closed the books in one question