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Estimate follow-up

Win back the jobs that went quiet.

Unsold estimates and old leads get worked on a schedule you approve: a check-in, an answer to the question that stalled them, a payment option, a call. The ones who are ready go back on the calendar, and the rest are closed out on the record so you know where you stand.

Book a free 20-min call Watch it play out →
  1. Lead
  2. Estimate
  3. Sold
  4. Production
  5. Paid
Your estimates folder

The cheapest job to win is one you already quoted.

You already paid for the lead, the drive and the estimate. A quiet estimate is often a question nobody answered, a timing problem or a budget worry. It is not always a no.

Following up on every one takes time nobody has, so most estimates get one call and then sit in “Estimate sent” for good.

EST #0388

Window replacement

Booked
Customer
Pat Morgan
Source
Unsold estimate
Saved in
Housecall Pro
  1. Quiet
  2. Followed up
  3. Talking
  4. Booked
Conversation track8 entries
  1. Your team
    Estimate sent: window replacement, $14,800

    Then no reply for 9 days.

  2. AI assistant
    Day 9: friendly check-in
  3. AI assistant
    Day 12: payment options email

    Sent with the financing you already offer.

  4. AI assistant
    Day 16: follow-up call, Pat answered
  5. Homeowner
    Pat was waiting on a tax refund
  6. System
    Revisit booked: Sat 11:00 AM with Mike
  7. System
    Housecall Pro updated

    Stage moved from Estimate Sent to Revisit Scheduled. Follow-ups stopped.

  8. System
    Mike got the notes

    Waiting on tax refund · re-measure back windows · asked about payments.

Example work order. Fictional names and times. Watch it play out →
The follow-up schedule

The schedule your office would keep if it had time.

Start small

Start with five estimates.

Bring five unsold estimates to a free 20-minute call. We will go through them with you, mark who needs a follow-up and what to say, and show which parts could run on their own. Old lead lists are worked in batches, with consent checked first.

Book the five-estimate check →

Price
A workflow build, $1,500–$5,000 depending on the sequence and how many old leads need cleaning up first. Pricing →
Monthly plan
Care keeps the schedule running as new estimates go out. Partner reviews which messages get replies and tightens the rest each month. Plans →
Read first
Contractor Lead Reactivation: Scripts & ROI Calculator →
Questions

Questions about estimate follow-up

Is it OK to text old leads?
Only people who agreed to be contacted get texts or calls, and every text includes a way to opt out. We review your consent wording before any list is worked.
Will it annoy customers?
You approve the wording and the schedule. It stops as soon as someone replies, and a person can take over any conversation.
What happens to the ones who say no?
They are closed out with the reason on the record, so your pipeline shows what is actually still open.
Next step

Bring five unsold estimates.

Book a free 20-minute call and we will go through them together. You leave with a follow-up plan for each one.

Book a free 20-min call Watch a job run, lead to paid →