Free kit for roofing contractors
Know which estimates need a follow-up today.
Give open estimates an owner, a useful message, and a clear next step. Get an editable tracker, three customer-friendly messages, and a simple team checklist.
- Start with five open estimates in your existing system.
- Personalize messages before your team sends them.
- Track replies and decisions without buying new software.
A preview of the process
One estimate. One owner. One dated next action.
Example: Estimate R-104 · Owner: Jamie · Status: Question received · Next action: explain the ventilation option · Due: tomorrow.
That is the level of clarity the tracker helps your team maintain. The example is fictional.
Want help setting it up with your team?
The $500, 14-day Estimate Follow-Up Pilot includes a tracker, three personalized message templates, kickoff, midpoint check-in, and closing review. Your team reviews and sends customer messages. No automatic renewal.
See the $500 Pilot