Move high-value open estimates to follow-up list
Move high-value open estimates to follow-up list
Your open estimate requests over $2,000 often sit unreviewed, delaying quote follow-up and costing booked jobs. Route those estimates to your follow-up board so staff can act the same business day.
Overview
High-value estimates that sit unseen become missed booking opportunities and idle technician hours. This workflow moves those open estimates onto your follow-up board so office staff and techs can prioritize and respond the same business day, improving booking velocity.