Turn the estimates you’ve already sent into booked jobs.
The money is in the follow-up, and it’s the first thing that drops when you’re busy. We become your follow-up team and chase the estimates that go quiet, inside the system you already use, until they book. You only pay when we book you work.
Done for you. No new software. No hiring. Performance-based to start.
Meet Remy, the agent on your estimatesThe money is in the follow-up, and it is the first thing that drops when you are busy. Most shops chase an estimate once, maybe twice, then move on, and the homeowner books with whoever followed up. We chase the ones that go quiet so they don't go to waste.
- You send the estimate, chase once, maybe twice, then get pulled onto the next job.
- Homeowners who said “let me think about it” never hear from you again.
- The customer books with whoever called them back first. Usually not you.
- Old estimates pile up in the CRM, worth real money, going cold.
- Every quiet estimate gets followed up by call, text and email, inside the system you already use.
- We keep going, politely and in your name, until the homeowner books or tells us no.
- Ready-to-buy customers get handed straight to your team to close.
- You watch every recovered job land in one live dashboard.
How much is sitting in your open estimates?
Every estimate you sent and never closed is booked work you already paid to win. Move the sliders to see what disciplined follow-up could bring back.
That last slider is the share of your un-closed estimates that disciplined follow-up brings back. It is set low on purpose: most shops chase an estimate once or twice, so even single digits is money sitting on the table, not a stretch.
- Per month
- $16,900
- Recovered jobs / mo
- 2.6
Behind the number
About 33 estimates a month never close. Bringing back just 2.6 of them is the number above.
Want this in writing, for your company?
We’ll send you a personalized Estimate Recovery Scorecard: the number above broken down, what it would take to recover it, and the other booked jobs most HVAC shops are leaking (missed calls, slow web response, dormant customers).
What this number means
The figure above is built entirely from your own inputs, and it’s deliberately conservative. It only counts a small slice of the estimates you never closed, the slice that disciplined follow-up reliably brings back.
It also stops at this month’s estimates. Once you add the quotes already sitting in your CRM from the last year, plus the missed calls and dormant maintenance customers, the real number is almost always bigger than the headline.
We become your follow-up team.
You already paid to win this work once: the truck roll, the quote, the homeowner's time. Then it goes quiet, and whoever follows up first gets the job. We do that follow-up for you, inside the tools you already run, so it is you who gets the job.
01You keep quoting like normal.
Nothing changes in how you run jobs or send estimates. You hand us the open estimates, or we pull them straight from your CRM.
02We chase every open estimate.
We follow up on every quiet estimate by call, text and email, inside the system you already use and in your company's name, until the customer books or tells us no. We are not a call centre answering your phones.
03Warm jobs go back to your team.
When a homeowner is ready to move, we hand them straight to your office to close and schedule. You keep doing what you are good at.
04You see everything, live.
Every estimate, every touch, every recovered job in one dashboard, plus a weekly report. Full transparency, no wondering whether the work is getting done.
Real people on our team today, trained on your business. Any automated messaging runs inside your own approved platform, on your terms, never from us.
You don't pay for activity. You pay for booked jobs.
We start on performance: you pay based on the work we actually book back for you, not for hours or seats or software. Once it is clearly paying for itself, we move to a simple monthly retainer. No long contract, no platform fee, no risk while we prove it on your own estimates.
See the exact report you’ll get.
Every audit starts with an Estimate Recovery Scorecard: a one-page breakdown of the booked work sitting in your estimates and what it takes to recover it. Here’s a redacted example.
Your shop could be the first case study.
We report results in plain numbers. The kind of line that goes here, once a client’s first month is in:
“Recovered ~$X in booked jobs from estimates already sent, in the first 30 days, for a $3M shop.” (illustrative format, not a real client yet)
Once estimate recovery is working, we plug the rest.
Estimate follow-up is where the fastest money is, so we start there. When it is paying, the same team closes the other gaps booked jobs slip through.
AdaMissed-call rescue
Every caller who doesn't get through gets followed up fast, so they don't just dial the next company on the list.
SolSpeed to lead
Web and form leads get a response in minutes, because the company that replies first usually wins the job.
MaeDatabase reactivation
Past customers and dead leads get woken up with reminders and offers, turning the list you already own back into booked work.
IrisReviews on autopilot
Happy customers get asked for a review at the right moment, so your reputation keeps compounding while you work.
TheoFinancing nudges
Financing gets surfaced at the right moment, so more homeowners say yes to the bigger install instead of putting it off.
We start on performance, so the risk is ours, not yours. And if the audit shows there isn't enough sitting in your open estimates to make this worth your time, we will tell you straight not to start.
Straight answers
- Who actually does the follow-up?
- Our team does, on your behalf. Trained people who work your open estimates by call, text and email, inside the system you already use and in your company's name, the way your own front office would. We are not a call centre answering your phones, and not another piece of software for you to run. We just make sure the estimates you've already sent don't go to waste.
- Are you going to robocall or spam my customers?
- No. We follow up like a good office manager would: politely, in your name, and we stop the moment a customer books or says they're not interested. Any automated messaging runs inside your own approved platform, on your terms, never from us.
- Do I need to switch software?
- No. We work with the estimates and CRM you already have. If you don't have a clean way to share open estimates, we will sort that out as part of getting started.
- What does it cost?
- We start on performance: you pay based on the jobs we book back for you, not a flat software fee. Once it is clearly working, we move to a simple monthly retainer. The free audit shows your recoverable number first, then we talk fit.
- How fast can we start?
- Quickly. Once we can see your open estimates, the team can start following up within days, not months.
- What about my missed calls and old customers?
- Those leak money too, and we fix them. We just start with estimate follow-up because it is the fastest money to recover. Once it is working, the same team plugs the other gaps.
Find out what your estimates are worth.
A free 20-minute Estimate Recovery Audit. We show you the booked work sitting in your estimates first. If it isn’t worth your time, we’ll say so.