Contractor software
Contractor follow-up software for quotes that should not go cold.
Estimate Followup is built for small roofing, HVAC, and Plumbing teams that already have leads but need a cleaner way to keep every estimate moving.
What the dashboard organizes
The dashboard keeps lead status, estimate value, source, next follow-up date, owner, tone, scenario, and Lead Rating in one workspace. The rating is calculated from status, source, value, timing, contact information, and notes.
Why contractors use it
Most follow-up problems are operational. A lead comes in, someone replies once, the estimate gets sent, and then the next step depends on memory. Estimate Followup turns that into a daily queue, script builder, calendar, and export center.
What is included
Members get lead import, lead filtering, SMS and email drafts, appointment scheduling, calendar export, CSV export, reports, and team seat tracking for extra company users.