Spot the quiet estimates.
See which quotes are aging and which are due for another look.
ESTIMATE FOLLOW-UP, SIMPLIFIEDBuilt for home-service teams
Your best opportunities shouldn't get lost in the shuffle.
A clearer way to organize open quotes, decide what deserves a check-in, and keep a record of the next step. No complicated CRM. No automatic customer messages.
Your estimate data stays in this browser. Nothing is uploaded or sent to customers.
A WORKSPACE YOU CAN UNDERSTAND AT A GLANCE
The follow-up list that
finally makes sense.
Review the whole pipeline at once, then focus on one estimate. This preview uses fictional companies and illustrative values; open the workspace to try the real tool.
YOUR PIPELINE
ERGood morning, let's get organized.
Open estimates4Fictional records
Quoted value$15,350Not recovered revenue
Reviews to consider2Example queue
Estimates to review View queue →
J
Juniper HomesQuoted 34 days ago
$6,850Review timing
C
Cedar Street CafeQuoted 12 days ago
$4,200Worth reviewing
P
Parkview DentalQuoted 5 days ago
$2,400Plan a check-in
NEXT STEP
Follow up on your terms.
Review the estimate, choose a date, and keep your team’s notes together.
No automatic outreach ↗Illustrative preview with fictional estimate data. It is not a live customer pipeline.
Make the next step obvious.
Schedule a manual review without triggering unwanted messages.
Stay in control of your data.
Track activity, honor contact preferences, and export a backup whenever you need.
READY TO SEE HOW IT WORKS?
Start with a few fictional estimates.
YOUR PRIVATE WORKSPACE
Estimate pipeline
Load the fictional demo or import your CSV to get started.
CSV export is for spreadsheets. Review dates can also be downloaded as a calendar file; calendar entries may include customer names. Use Full backup (.json) to preserve the complete contact history and restore it on another device.
Open estimates0
Value still quoted$0
Needs review0
Marked won0Manual status; not attributed
Follow-ups logged0Operator-recorded
Contact suppressed0Excluded from review queue
How old are your open quotes?
0–6 days0$0 quoted
7–29 days0$0 quoted
30+ days0$0 quoted
Quoted amounts are pipeline values, not guaranteed future revenue. Review timing should respect customer preferences.
Estimates
No estimates yet. Try the fictional demo.
Choose an estimate
Review its next action, edit a follow-up draft and record its outcome.
NEW ESTIMATE
Add one manually
Useful when a CSV export isn't available.
Responsible follow-up, by design.
This pilot prepares messages but never sends them. Check the customer's preferences, contact permissions and timing. CSVs are saved only to local browser storage. There are no shared accounts, CRM connections, scheduled reminders, billing or verified revenue claims.
HELP SHAPE THE FIRST CUSTOMER VERSION
Is Quote Follow-up Desk a fit for your service business?
Tell us a little about how your business handles outstanding quotes. This prepares an email request that you review and send yourself; it does not submit information to the app or enroll you automatically.
Your pipeline review
Open quoted value is potential work, not revenue. Figures use only records in this browser.