How this job runs.
I watch every sent estimate and keep the next follow-up moving before the customer starts wondering.
Business job
Estimate Follow-Up
Every sent estimate gets chased until the customer books, declines, asks for a change, or goes quiet with a clear reason.
The finished state.
No eligible estimate sits without a status, next date, and close reason.
The loop.
Short, useful, and tied to the actual work.
- Sent estimates
- Follow-up cadence
- Replies
- Close reasons
- Owner calls