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Revenue Sol brings every part of your home-service business into one place, and a handful of core objects show up again and again across the product. Once you understand how a contact becomes a lead, how a lead turns into a job, and how a job leads to a quote, invoice, and review, the rest of Revenue Sol clicks into place. This page defines the terms you’ll see throughout the app and the rest of these docs.

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How the pieces fit together

Most of your work follows a natural path. A new inquiry creates a contact and a lead, conversations from every channel land in one conversation, and you move that lead through a pipeline of lead stages. When you win the work, you create a job, send a quote for approval, and bill with an invoice. After the work is done, Revenue Sol can request a Google review automatically. Behind the scenes, your AI Employee uses AI credits and the Knowledge Hub to reply, while automations and campaigns handle the repetitive outreach.
You don’t have to set everything up at once. Start with contacts and your unified inbox, then layer in jobs, quotes, and automations as you grow.

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Core terms

A person or business in your CRM, with details like name, phone, email, address, tags, and history. Contacts are the foundation everything else attaches to. See Contacts.
A potential job or sales opportunity tied to a contact. Leads are what you track and move through your pipeline until they’re won or lost. See Leads.
A single threaded view of all communication with a contact across calls, SMS, email, and web-form messages. Your unified inbox is made up of conversations, so you never have to jump between apps. See Unified inbox.
A visual board that organizes leads into ordered lead stages so you can see where every opportunity stands. You can run multiple pipelines for different service lines or workflows. See Pipelines.
A column or step within a pipeline (for example, New, Contacted, Quoted, Won) that represents where a lead is in your sales process. Moving a lead between stages keeps your team aligned.
The actual work you schedule and perform for a customer. Jobs carry scheduling, dispatch, routing, reminders, and calendar details, and they connect to quotes and invoices. See Jobs.
An estimate you send to a customer that they can review, approve, and e-sign. Quotes pull from your products and pricing catalog and can convert into a job or invoice. See Quotes & estimates.
A bill for completed work that customers can pay by card or text-to-pay through Stripe. Invoices support payment links, recurring payments, and refunds. See Invoicing & payments.
The usage unit that powers your AI Employee’s automatic replies and AI-generated content. Every plan includes AI credits; heavier automated messaging uses more. See AI credits.
A rule that runs automatically when a trigger occurs (such as a new lead or a completed job) to send messages, move stages, or create tasks. Recipes give you ready-made automations to start from. See Automations.
The trained knowledge base your AI draws from, built from your website, FAQs, and business details so the AI Employee and receptionist answer accurately in your voice. See Knowledge Hub.
A one-to-many SMS or email send to a segment of contacts, with A/B testing to compare versions. Campaigns are for outbound marketing, while automations are triggered and ongoing. See Campaigns.
Calls and texts run on your own Twilio or RingCentral number and are billed at carrier cost with no markup from Revenue Sol.
If a term in the app isn’t clear, reach out to the team at Infinite Rankers LLC at contact@infiniterankers.io and we’ll point you to the right place.

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Next steps

Set up your account

Connect your phone number and configure the basics to get going.

Explore the unified inbox

See how calls, texts, email, and web leads come together in one view.

Train the Knowledge Hub

Teach your AI Employee to answer in your business’s voice.