Sales intelligence
Know the moment your customer opens your estimate.
Stop guessing. Riveta tracks every time your estimate is opened — who looked, when, and how many times. Follow up at exactly the right moment, every time.
Real-time open notifications
Get notified the instant your customer clicks the approval link. No more wondering if they received it.
Open count and last-viewed time
See how many times an estimate has been opened and exactly when the last view happened.
Full approval event timeline
Every event logged in order: sent, opened, viewed again, approved, deposit paid. A complete record for every job.
Built-in follow-up intelligence
Know when to call: if they have opened it three times but have not approved, that is a hot lead. If it has not been opened in five days, the reminder fires automatically.
Approval event timeline
Estimate sent
Day 0, 2:14 PM
Viewed
Day 0, 6:32 PM (2 hours later)
Viewed again
Day 1, 8:45 AM
Approved
Customer signed
Deposit paid
$750 collected
Same-day approvals changed everything
I used to spend an hour on every estimate. Now I describe the job and Riveta handles the line items — customers get a professional quote the same day I do the walk-through.
Marcus Webb
My close rate went up noticeably
Sending a detailed, itemised estimate the same day makes a difference. Customers trust you more when you look organised from the start.
Diana Torres
Deposit day is now sign day
The AI draft is good enough that I only tweak a couple of lines. I send it, the customer signs, and I collect the deposit — all before I leave the driveway.
Rick Hanson
Frequently asked questions
What exactly does Riveta track?
We log every time the approval link is opened, including the timestamp, IP address, and device type. You see an open count and a full timeline for each estimate.
Will my customers know they are being tracked?
No individual tracking disclosure is shown to customers. The data is used to help you follow up intelligently and to maintain an audit record of the approval process.
How do automated reminders connect to view analytics?
Riveta's follow-up reminders fire on a configurable schedule. The analytics show you what happened between sends — so you can see if a customer opened it right before approving.
Is this available on all plans?
View tracking and the approval event timeline are available on all Riveta plans, including the free plan.
Win the job. Lock the deposit. Move on.
Start free — no credit card required. First signed estimate and deposit collected in under 10 minutes.