Platform

How UpkeepAlerts works as a revenue recovery platform.

The platform converts customer history into a repeatable revenue recovery workflow: import, normalize, score, prioritize, campaign, and report.

The six-part workflow

UpkeepAlerts is intentionally narrow: it focuses on recoverable customer revenue, not full shop operations.

1. Import

Bring in customer history

Upload a CSV export from a shop system or spreadsheet. Useful fields include customer name, email, phone, vehicle, last visit date, service type, and ticket value.

2. Normalize

Create Customer Health Records™

The platform organizes customer and vehicle data into a structure focused on recency, value, contact readiness, and return behavior.

3. Score

Calculate recovery opportunity

Customers receive recovery signals based on overdue status, estimated value, activity, and return timing. This supports the Revenue Opportunity Score™.

4. Prioritize

Build the Recovery Queue™

The highest impact customers rise to the top so staff know where to focus first.

5. Campaign

Use Campaign Intelligence™

Customers are grouped into Critical, High Priority, Dormant, and High Value segments so outreach is targeted.

6. Report

Review executive outcomes

Reports show top opportunities, lost customers, high-value customers, and estimated recovery potential.