The cheapest job you'll ever book is one from a client you already have. The problem is knowing which clients to call this week. The bi-weekly customer who quietly went five weeks. The pest client on a quarterly plan who skipped a quarter. The gutter clean you did last October. They're all in your records somewhere, but nobody has time to read through the records every Monday.
Top Opportunities is the ProTyz feature that does the reading for you. It's included on the Free plan, and it never messages anyone on its own.
What it does
A rule engine runs over your client list and their booking history and flags the people who are due for a conversation. Each flagged client shows up on a card on the Overview tab and in full on the Opportunities tab, with the reason they were flagged and a one-click reach-out.
There are three kinds of opportunity.
Overdue recurring clients
A client booked on a weekly, bi-weekly or monthly frequency who hasn't had a job in noticeably longer than their cadence. Maybe they cancelled once and never rebooked; maybe they moved a date and it fell through the cracks. Either way, the revenue you were counting on has stopped, and a short message usually restarts it.
Lapsed clients
A client who used to book, at whatever frequency, and simply hasn't for a long stretch. These are the people most businesses lose without noticing, because there's no missed appointment to prompt a call. They just fade.
Seasonal services
Some work comes around on a calendar rather than a schedule. Top Opportunities looks at what a client had done and when, and flags them as the season returns.
Examples by service line
The rules are tuned per vertical, so what "due" means depends on the work.
- Window, gutter & pressure washing: a client who had their gutters cleaned about a year ago is flagged as that anniversary approaches. Same for an annual house wash.
- Pest control: a quarterly client who has gone a quarter without a visit is flagged as overdue. A one-time treatment from last spring is flagged as the season comes around again.
- Carpet & upholstery cleaning: an annual carpet clean from roughly a year ago is flagged, which is exactly the kind of job that never rebooks on its own.
- Lawn care & landscaping: last year's mowing clients are flagged in spring before the first cut; aeration and fall cleanup clients as their season returns.
- Cleaning: a bi-weekly client who has gone well past two weeks is flagged as overdue; a former weekly client who stopped is flagged as lapsed.
- Pool service: opening and closing clients as spring and fall approach.
- Snow removal: last season's contracts as the first snow gets closer.
- Dog walking & pet sitting: a regular walk client who hasn't booked, or a boarding client whose usual holiday period is coming up.
If you run several of these lines under one account, opportunities from all of them appear together in the "All service lines" view, or you can filter to one line.
The reach-out
Every opportunity has a reach-out button. Pressing it opens a draft message addressed to that client with the context filled in: their name, the service, roughly when they last had it. You edit it however you like, then send.
On the Free plan the message goes by email. On Pro ($10 a month) you can send it by SMS instead, and if the client replies by text the conversation lands in your Messages inbox alongside everything else.
Once you've reached out, the opportunity is marked as handled so it doesn't nag you. If the client books, the booking attaches to their existing record and the cycle starts again.
The Monday digest
Every Monday you get a digest email listing the week's top opportunities, grouped by type, so you can plan your calls over coffee instead of opening a dashboard to remember to check. It's a summary for you, not a message to clients.
It never sends on its own
This is deliberate. Top Opportunities will never email or text a client automatically. It surfaces the client, writes a draft, and waits for you to press send. Your clients hear from you, in your words, when you decide. A spring mowing reminder that goes to someone who moved away, or a "we miss you" text to a client who fired you, does more harm than the automation saves. You know things about your clients that a rule engine doesn't, so you keep the final call.
Why this beats a spreadsheet
Plenty of owners already do a version of this by hand: a spreadsheet with last-service dates, a reminder in a phone calendar, a folder of old invoices. It works until it doesn't.
- It's derived from bookings, not typed in. Every job that runs through ProTyz updates the client's history, so the "last service" date is always right without anyone maintaining it.
- It knows the cadence. A spreadsheet can tell you the last date; it can't tell you that this client is on bi-weekly and is therefore overdue while that one is monthly and isn't.
- It knows the season. Annual and seasonal rules are set per service line, so you don't have to remember which October jobs need a call next September.
- It carries the client record with it. The reach-out draft, the client's address, pets and notes, and their full history across all your service lines are one click away, and any reply lands in the same inbox.
- It's shared. If you have an office manager or a partner, you're both looking at the same list, not at a copy someone emailed last month.
How Jobber and Housecall Pro approach this
Being fair: the bigger platforms do have tools for reaching past clients. Jobber and Housecall Pro both offer automated marketing or campaign features, typically on their higher-priced tiers, that can send email or text campaigns to segments of your client list. If you want fully automated drip campaigns to hundreds of clients, and you're comfortable paying a per-user subscription in the range of Jobber's Connect or Grow plans or Housecall Pro's Essentials or MAX plans (as of mid-2026; check each vendor's pricing page), those tools are more built out than ours.
ProTyz takes a different position. Top Opportunities is included free, it's built around the specific cadences of service work rather than generic marketing segments, and it deliberately stops short of sending on your behalf. For a 1 to 20 person business where the owner still knows most clients by name, we think a short personal message to the right ten people each week does more than a bulk campaign, and costs nothing.
Both platforms also do things ProTyz doesn't: card payments from customers, deeper accounts-receivable tools, phone support and mature native apps. (ProTyz does have invoicing now, free on both plans, and QuickBooks sync on Pro.) If what they add matters more to you than the re-engagement list, they're the right choice.
Getting it running
There's nothing to configure. Top Opportunities starts working as soon as you have clients and bookings in the system. If you're moving from another tool, it improves as history builds up; a few months of recurring bookings is enough for the overdue rules to become useful, and the seasonal rules kick in as each anniversary approaches.
You can see it populated with sample data on any demo dashboard, for example /demo/pest-control/admin or /demo/window-gutter-pressure/admin.
Start free at protyz.com — no card, about 15 minutes to a live booking page.
FAQ
Does Top Opportunities message my clients automatically? No, never. It flags the client and drafts a message; you edit it and press send. Nothing goes out without you.
Is Top Opportunities free? Yes. It's on the Free plan with email reach-out. Pro ($10 a month) adds SMS reach-out and SMS replies in your inbox.
What kinds of clients does it flag? Overdue recurring clients (past their weekly, bi-weekly or monthly cadence), lapsed clients who've stopped booking, and seasonal services coming around again, such as an annual gutter clean or a quarterly pest visit.
What's in the Monday digest? A weekly email to you summarizing the current opportunities by type, so you can plan your outreach. It isn't sent to clients.
Does it work across several service lines? Yes. If you run, say, cleaning and lawn care under one account, opportunities from both appear together, and each client has a single record with history from every line.