How It Works

Every conversation. Captured. Structured. Closed.

Clip the device on. Talk to the customer. Trova does the rest. Here's exactly what happens — for service techs and estimators.

Two Modes, One Device

Same hardware. Different AI.

Service Tech Mode runs all day on every call. Estimator Mode kicks in when a tech is pricing a new job.

Featured

Service Tech Mode

For every call, every day. Captures upsells, warranty talks, customer requests, coaching moments, and compliance documentation. If your tech is on a job site, this is running.

See the flow →
Also included

Estimator Mode

For sales appointments. Captures scope, budget, objections, timeline. Generates a Good/Better/Best proposal before the tech leaves the driveway.

See the flow →
Service Tech Mode

Every service call is a chance to capture an opportunity.

A tech runs 6-8 calls a day. Trova captures what happens on every one — automatically.

[ 01 / GET DRESSED ]

Tech clips it on. One button.

Every morning, every tech puts on their Trova. Clip-on aluminum on shirt or lanyard. One button — green LED means it's capturing. No apps to fumble with. No setup between calls.

Each tech gets their own device — engraved with their name. They keep it. They wear it.

Trova clipped to a tech's shirt
[ 02 / WORK THE CALL ]

Tech does the job. Talks to the customer.

Normal service call. Tech fixes the water heater. Customer walks them to the furnace. Mentions the AC is making noise. Asks about the bathroom remodel. Tech documents the warranty talk.

What it catches on a single call
Upsell mentions Additional problems Customer requests Warranty discussions Code & compliance Equipment age Parts used Coaching moments
Tech talking with a customer
[ 03 / AI STRUCTURES IT ]

Trova extracts what matters.

Trova doesn't just transcribe. It pulls out what's worth money — upsells, warranty risk, follow-ups, coaching signals — and feeds them into the dashboard.

AI ENGINE — SERVICE CALL PROCESSED
Classification
SERVICE CALLWater heater repair — Tech: Miguel R.
Customer
Davidson residence — 124 Oak Street
Upsells flagged
FURNACE"sounds like it's grinding lately" — est. $4,800
AC UNIT2009 condenser, R-22 refrigerant — est. $7,200
Follow-up request
"Can you look at the garage outlet next time?" — logged to customer file
Warranty note
Tech confirmed thermocouple is covered; labor billed separately. Documented.
Sales coaching
POSITIVE"Tech explained R-22 phase-out — customer leaned in, asked about options"
[ 04 / DASHBOARD UPDATES ]

Office sees it. Pipeline updates.

Between the driveway and the next job, the fleet dashboard is already updated. By the end of the day, the owner sees every upsell, every warranty talk, every forgotten request across the whole fleet.

Upsells flagged in pipeline
Customer requests on the work order
Warranty discussion archived
Best moments saved to training library
Trova dashboard
[ 05 / FOLLOW-UP HAPPENS ]

Upsells get contacted. Opportunities turn into jobs.

The office reaches out to flagged opportunities while the customer is still thinking about it. Proposals go out. Jobs get booked. That's revenue your techs were leaving on the floor — now it's in your pipeline.

Estimator Mode

Sales calls to proposals — before the tech leaves.

For new-job sales calls. Captures scope, budget, objections, timeline. Generates a Good/Better/Best proposal automatically.

[ 01 / WALK & TALK ]

Walk the property. Have the conversation.

Tech walks the homeowner through the project. Captures every nuance — what they said, what they didn't, what their priorities actually are. No notepad. No phone in face. A real conversation.

Tech reviewing scope with homeowner
[ 02 / AI BUILDS THE PROPOSAL ]

Good. Better. Best. Drafted automatically.

Trova captures scope, materials, timeline, budget signals, and the customer's specific priorities. The AI builds three pricing tiers, each one referencing what the customer actually said matters.

"Your new fence will keep Rocky safely in the yard" — proposals don't sound like templates because they aren't.

PROPOSAL DRAFT — READY FOR REVIEW
Project
Garcia residence — 200ft cedar privacy fence
GOOD
$8,400 — pressure-treated pine, 6ft, basic gates
BETTER
$12,200 — cedar, 6ft, 2 reinforced gates, post caps
BEST
$15,800 — premium cedar, 8ft, 3 gates, integrated lighting
Customer voice
"Privacy matters because of Rocky" — referenced in BETTER & BEST tier descriptions
[ 03 / TECH REVIEWS & SENDS ]

Proposal lands on the customer's phone.

Tech reviews the draft on their phone. Adjusts pricing if needed. Hits send. The customer gets a polished, professional proposal — referencing their own words, their own priorities — before the tech is even back in the truck.

Tech reviewing proposal on phone
For Owners

Your whole fleet. One dashboard.

Real-time service-call feed. Upsells flagged. Coaching surfaced. Pipeline updated. The Trova dashboard gives you every tech on every call.

Trova owner dashboard

Real-time service feed

Every call across every tech, as it happens.

Upsell pipeline

Flagged opportunities, ready for office follow-up.

Coaching library

Top-tech moments saved as training material.

Every tech. Every call. Every dollar.