Estimate follow-up for service businesses
You Already Paid for the Lead. Let's Work the Quote.
QuoteRevive helps contractors revisit estimates that went quiet, prioritize the best opportunities, and build a more consistent follow-up process without replacing the software they already use.
A practical service for the estimates you already have. Try the interactive demo
Estimate Rescue · Priority List
Estimates reviewed
86
High priority
14
Need a human
3
| Estimate | Value | Age | Status | Priority | Next action |
|---|---|---|---|---|---|
| HVAC · Heat pump | C$7,400 | 12d | Open | High | Answer rebate question |
| Roofing · Re-roof | C$11,900 | 27d | Replied | High | Call to book — owner |
| Plumbing · Water heater | C$1,650 | 34d | Open | Medium | Close-the-loop message |
| Fencing · Cedar install | C$5,300 | 66d | Open | Medium | Spring timing check |
| Electrical · Panel | C$3,100 | 41d | Opted Out | Do not contact | Suppressed |
Works alongside your existing software
Prioritized, never one generic blast
Permission-based follow-up
Plain-English outcome reports
The problem
More Leads Aren't Always the First Answer.
Many contractors already have opportunities sitting in old estimates. Not every quiet quote can be won back, and some shouldn't be chased at all. But a meaningful share often goes unclosed simply because no one owned the next step.
Quotes That Went Quiet
The visit happened, the estimate went out, and then nothing. The customer got busy, hesitated, or is comparing options, and nobody asked again.
Follow-Ups That Never Happened
Your crew is on jobs and the office is answering today's calls. Follow-up on last month's quotes is the first thing to slip.
Opportunities Nobody Can See Clearly
Estimates sit across software, inboxes and spreadsheets with no clear owner, status or next action, so it's hard to know which ones still matter.
How QuoteRevive works
A Managed Service, Step by Step.
This is done-for-you work, not a tool you have to learn. Some steps use templates and software. Others are a person reviewing your list and making judgment calls. You approve the messaging, and we handle the rest of the process with you.
- 01
Collect the estimate list
You share an agreed export or spreadsheet of past estimates. No passwords or CRM access required.
- 02
Clean and normalize the records
We tidy names, dates, values, services and contact details into one consistent format.
- 03
Prioritize the opportunities
Estimates are ranked by age, value, service, customer history and contact status.
- 04
Prepare suitable follow-up messages
Each segment gets a relevant message — a fresh quote is treated differently from a dormant one.
- 05
Obtain your approval
You review and approve the messaging before anything goes to your customers.
- 06
Send through the agreed channel
Usually you send the approved messages from your own phone or email. QuoteRevive sends on your behalf only when permissions are agreed in writing.
- 07
Stop when the customer responds
The sequence stops when a customer replies, books, declines, or asks not to be contacted.
- 08
Track outcomes and report
You tell us about replies, bookings and wins (or we log them if we're sending). We record every outcome and summarize what happened.
Interactive demo
See How One Estimate Gets Assessed.
Pick a sample estimate to see its segment, priority score and next action. Then simulate how the customer responds.
Estimate Rescue Simulator
Interactive demonstration using fictional sample dataSelect a sample estimate
Estimate value
C$2,850
Age / segment
18d · Warm
Status
Open
Priority
High
Context: Homeowner asked about financing during the visit and mentioned comparing two quotes. Last contact: 12 days ago (estimate email).
- Age segment (Warm, 8–21 days)+25
- Value vs. typical job (about average)+15
- Previous engagement (asked a question)+20
- Service profitability (replacement work)+15
A declined or opted-out customer is set to Do Not Contact regardless of score. The score is a decision aid, not a guarantee.
Recommended next action
Send a short check-in that answers the financing question and offers a quick call.
Example follow-up (for client approval)
Hi there, it's the team at [Your Company]. Following up on the furnace and AC replacement estimate from a couple of weeks ago. You'd asked about financing, so I wanted to share that we do offer monthly payment options and I'm happy to walk you through them. If it helps, reply with a good time for a 5-minute call. Reply STOP to opt out.
Simulate a customer response
No messages are sent. This simulator isn't connected to any contractor's CRM. In a real rescue, you usually send the messages and tell us how customers reply.
Draft a follow-up for your own estimate with the message assistantRevenue calculator
What Could Your Open Estimates Represent?
Change the inputs to see an illustrative value of booked work under your own assumptions.
Illustrative value of booked work
$10,500
60 estimates × $3,500 × 5% ≈ 3.0 jobs
Total value sitting in open estimates: $210,000
Formula: open estimates × average value × booking rate. This is the hypothetical value of booked work under the assumptions you chose. It is not guaranteed revenue or profit, and it isn't necessarily new revenue caused by QuoteRevive, since some of these jobs might have booked anyway.
See What Your Estimate List Could Look LikeIndustries
Built for Estimate-Heavy Service Businesses.
We started with HVAC, but the work is the same anywhere estimates go out and some go quiet. It fits best when you send enough estimates to have a real backlog and your average job justifies the fee.
HVAC
Furnace, AC and heat pump replacements
Plumbing
Water heaters, repiping, drain work
Electrical
Panel upgrades, EV chargers, rewiring
Roofing
Re-roofs, repairs, eavestrough
Concrete
Driveways, patios, foundations
Fencing
Wood, vinyl and chain-link installs
Painting
Interior, exterior, commercial repaints
Landscaping
Hardscaping, design, seasonal contracts
Garage Doors
Door replacements, openers, repairs
Renovation
Kitchens, basements, bathrooms, additions
Other Service Businesses
Any business with meaningful unclosed estimates
Services & deliverables
What We Actually Do.
Exact scope depends on the agreed service. We don't promise a number of recovered jobs, messages or integrations.
Estimate List Cleanup
We take your exported or spreadsheet estimate list, remove duplicates, fix formatting, and normalize the records so every estimate can be assessed consistently.
Opportunity Prioritization
Each estimate is segmented by age and scored on value, engagement, service type, and contact status — so effort goes where it is most likely to matter.
Follow-Up Sequence Planning
We prepare relevant follow-up messages for each segment, for your approval. Not one generic blast to every customer.
Response & Next-Action Tracking
Replies you report (or that come in when we send) are logged and sorted. Anything that needs a person, like a booking request, a question or a price concern, gets a clear next step.
Booked / Won / Lost Tracking
Every estimate ends the cycle with a recorded outcome. A job only counts as won when you confirm it.
Weekly or Monthly Reporting
A plain-English report: what was reviewed, what was sent, who replied, what was booked or lost, and what to improve in your process.
Pricing
Start With a 30-Day Rescue.
A one-time pilot covering up to 50 estimates. Ongoing service only if it's worth it to you, and only by separate agreement.
Pilot
30-Day Estimate Rescue
A one-time, 30-day rescue of up to 50 of your estimates.
Founding-client price for our first 15 clients
- Review and organization of up to 50 estimates
- Age segments and transparent priority scoring
- Follow-up messages prepared for your approval
- An agreed follow-up workflow (who sends, which channel)
- Tracking of reported replies, appointments and confirmed outcomes
- End-of-pilot summary of activity and findings
Ongoing
Revenue Recovery (Monthly)
Monthly rescue cycles after the pilot. Scope agreed separately.
- A monthly cycle on new and aging estimates
- Follow-up messaging refined over time
- A monthly priority list and status tracking
- Booked / won / lost tracking
- A plain-English monthly report
- Exact scope and terms agreed in writing first
No payment is taken here. We discuss scope first.
Prices in CAD. The pilot is a one-time payment by card or Interac e-Transfer and never renews. Full refund before we receive your estimate list, 50% within the first 7 days of work. Exact deliverables, how customers are contacted, and the estimate data needed are agreed before work starts. Revenue Recovery is discussed and agreed separately. Nobody is enrolled in recurring billing automatically. Results are not guaranteed.
You Already Spent the Money to Get the Estimate.
We help you recover the ones that went quiet, with a clear process, your approval on messaging, and an honest report on what happened.