Why this matters
Contractors often already paid for the lead and already sent the estimate. The easiest revenue to recover may be sitting in open quotes that nobody has checked on yet.
See how much quote value you send each month, how much may be sitting without follow-up, and what one additional recovered job could mean.
Start free for 14 daysEstimate how much open quote value is sitting without a clear follow-up plan.
Add your current estimates, see what is due today, and keep open quote value visible without sorting a spreadsheet.
Contractors often already paid for the lead and already sent the estimate. The easiest revenue to recover may be sitting in open quotes that nobody has checked on yet.
If the no-follow-up value is meaningful, add those open quotes to a tracker and give every one a next follow-up date.
Use the spreadsheet template if you are still testing the workflow, or start a trial if you want a daily follow-up board.
Get the spreadsheet