Tip · Stale Estimate Follow-Up List
Estimates: follow up within a week and name the job
A tip for contractors: follow up on an estimate within a week of sending it, and name the job and the estimate number in the first line, so the reader knows what you mean without opening an old email.
The pilot
Stale Estimate Follow-Up List (pilot)
Our stale-estimate pilot builds the weekly list from an export of open estimates, with a draft follow-up for each one. You review and send the drafts; a person checks every list before it reaches you.
Pilot. The sample is made from invented data.