Contractor revenue recovery SaaS

Estimate Followup Pro

Monthly access to the dashboard, lead tracker, estimate workspace, daily follow-up queue, scripts, scheduling calendar, imports, reminders, and handoff tools for roofing, HVAC, and Plumbing companies.

What members get

A practical follow-up operating system.

Dashboard workspace

Track leads, estimates, owner assignments, next follow-up dates, notes, and daily recovery priorities.

Script and handoff system

Write SMS/email follow-ups by scenario, tone, industry, status, estimate value, and lead context.

Appointment calendar

Schedule follow-up calls, estimate reviews, site visits, install windows, and export calendar files.

Portable tracker

Import and export CSVs so the dashboard can work alongside the contractor's existing CRM or spreadsheet.

Launch plan

$49 / Month

  • Member dashboard and local workspace
  • Lead, estimate, and follow-up tracker
  • Daily recovery queue and revenue metrics
  • Appointment calendar with exportable reminders
  • Follow-up, review, and reactivation script builder
  • Roofing, HVAC, and Plumbing lead scenarios
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