Estimate Follow-Up Tracker

For small contractor teams

Close more jobs from estimates you already sent.

A simple daily system for roofing, remodeling, plumbing, HVAC, and electrical teams that need follow-up discipline, not a giant platform.

Daily follow-up queue
Clear status pipeline
Simple monthly reporting

Today’s queue

Emma Rodriguez

Roof replacement · $18,600

Day 2 follow-up due now

Martin Lee

Kitchen remodel · $24,750

Day 7 follow-up due today

Won this month

$52k

Close rate

31%

Keep every estimate in one place

Track sent date, amount, job address, status, and notes without building a full CRM.

Work a clean daily queue

See which estimates are due for follow-up today and take the next action fast.

Know what is closing

See quoted dollars, win rate, aging buckets, and monthly results without spreadsheet work.