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Tip · Stale Estimate Follow-Up List

Old estimates: confirm the price still holds

A tip for contractors: when an estimate is more than 60 days old, check whether the price and scope still hold before you chase it. A follow-up on a number that has moved can backfire.

Sample report made from invented data: Stale Estimate Follow-Up List. 19 open estimates; 12 gone quiet for 7 days or more; 4 quiet for 30 days or more.
From the sample report, made from invented data.

Stale Estimate Follow-Up List (pilot)

Our stale-estimate pilot flags those old estimates for a re-quote decision instead of drafting a chase, and drafts follow-ups for the rest. You decide and send; a person checks every list first.

Pilot. The sample is made from invented data.

See the Stale Estimate Follow-Up List pilot and its sample

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