Needs Follow Up Today
Open spot
Open spot
$500 Estimate Rescue Setup
Turn open estimates into today’s follow-up list.
Follow Up Desk helps busy contractors clean up open estimates, prioritize the next move, and get ready-to-edit follow-up drafts — without contacting a lead until you approve it.
It is not another complicated CRM. It is the focused follow-up layer for the estimates already sitting in your inbox, spreadsheet, notes, or job software.
No auto-send
You approve every message
Works with your current CRM or spreadsheet
Today’s Estimate Rescue DeskQueue, draft, and owner summary in one place
4 ready
Priority queueToday
Miller kitchenFollow up today · receipt check draft ready
Oak Street bathDraft awaiting approval · price question
Smith residenceWon/scheduled · status updated
Pine garageNurture later · lost reason noted
Draft awaiting approvalNo auto-send
“Hi Jamie — just checking that the bathroom estimate came through clearly. If price, timing, or scope needs adjusting, I’m happy to talk through options before you decide.”
9open estimates organized
4next touches drafted
3status changes to review
The quiet pipeline gap
The money is not only in new leads. It is in the estimates already sitting open.
The lead was paid for. The estimate was written. The visit already happened. Follow Up Desk focuses on the gap after the quote: who needs a touch, who replied, who has an objection, and which jobs should be closed out or nurtured later.
Before
Spreadsheet row: sent 11 days ago
Inbox thread with no clear next step
Notes app reminder from last week
Owner trying to remember who got called
After Follow Up Desk
Follow up today
Draft awaiting owner approval
Waiting / won / lost reason visible
Weekly owner summary
A practical desk for working open estimates consistently.
Sort the open estimate list
Age, status, urgency, and likely next move become visible so the day starts with a clear queue instead of a messy list.
Prepare the next message
Drafts are written by situation: receipt check, objection, value add, decision clarity, or close the loop.
Track what happened
Won/scheduled, waiting, lost reason, nurture later, and weekly owner summary stay visible without replacing your current software.
How it works
Simple 5-step process
- 1. Send the messy list. Share your estimate list, export, notes, screenshots, or whatever you already use.
- 2. We sort the pipeline. Open estimates get tagged by age, status, next move, and risk.
- 3. You get a priority queue. We show what needs attention now, what can wait, and what should close out.
- 4. Drafts are ready to review. Follow-ups are written by situation.
- 5. You approve and send. Follow Up Desk won’t contact your leads without approval.
Fit
Built for estimate-heavy contractors
Best fit for: painting companies, remodelers, flooring installers, fence companies, and other service businesses with open estimates in notes, spreadsheets, inboxes, CRMs, or job software.
Not the best fit if: you need a full CRM buildout, ad management, guaranteed booked jobs, or someone to contact every lead automatically without review.
Lead Rescue Board
From scattered estimates to a clean follow-up board.
A simple view of what needs attention, what changed, and what can wait. The animation below shows how loose estimates become a queue, status lanes, and next actions.
Active follow up
Booked / scheduled
Quiet / closed loop
Open estimate pile
Scattered open estimates
Old notes, unanswered quotes, timing questions, and customers waiting for a clear next step.
Follow Up Desk sorts and owns the next move
Priority, status, and next touch become visible.
Waiting on Customer
Open spot
Customer Replied
Open spot
Nurture Later
Open spot
Won/scheduled
Open spot
Lost Reason
Open spot
Pine garage lost reason: no response
Instead of carrying every loose quote in your head, each open estimate gets a status and a next action.
Follow up fact
A commonly cited MIT/InsideSales study reported 5-minute lead response was 100x more likely to make contact than waiting 30 minutes.
Source note: these figures come from the commonly cited MIT/InsideSales Lead Response Management Study and apply to new lead response, not guaranteed estimate outcomes.
Setup package
Estimate Rescue Setup
A focused setup to clean up open estimates, identify stale opportunities, and give your team a ready-to-review follow-up workflow.
- Open estimate review
- Priority action queue
- Follow-up draft support
- Weekly owner summary
What you get for $500
$500
one-time setup starting point
- Open-estimate cleanup and follow-up workflow setup
- Ready-to-edit drafts by situation
- Lost reason tracking for price, timing, scope, competitor, no response, and not-a-fit patterns
- Review-edit-send workflow: you approve what goes out
No auto-send: Follow Up Desk won’t contact your leads without approval.
Straight answers before you hand over a list.
Do you contact my leads?
No. Follow Up Desk prepares the queue and drafts. You review, edit, approve, and send every message unless you explicitly approve a different workflow later.
What do I need to send you?
Whatever you already have: a spreadsheet, CRM export, screenshots, notes, inbox list, or job software report. It does not need to be perfect.
Does this replace Jobber, Housecall Pro, or my CRM?
No. It works alongside your current CRM, spreadsheet, or job software as a focused follow-up layer for open estimates.
What happens after 30 days?
You can stop with a cleaner pipeline and summary, continue with a support arrangement if it is useful, or use what we learned to tighten your internal follow-up process.
Is $500 the full setup cost?
The entry setup starts at $500. Any deeper embedded support is discussed separately before anything changes.
What if my estimate list is messy?
That is normal. The first part of setup is organizing the messy list into statuses, next actions, and drafts that are easy to review.