DON’T LET AN ESTIMATE BECOME A FORGOTTEN CONVERSATION

Your estimate is sent. Keep the next step in view.

See what is awaiting a decision and how much quoted work is still open. New shared estimates get a first owner reminder three days ahead, or before expiry. Review the message and follow up yourself.

FICTIONAL INTERACTIVE EXAMPLE · These are prepared demo estimates, not real leads, recovered sales or booked revenue. Edits stay in this visit. No customer messages or device alerts are sent.

2 estimate follow-ups due
Reminder options

Device alerts require permission and an open workspace. Nothing is sent to customers.

FROM ESTIMATE TO DECISION

Keep the next step clear.

See what is awaiting a decision, track the quoted value, and keep your next follow-up in view.

Awaiting decision2From your current project records
Open estimate value$2,127.65Quoted value, not booked revenue
Follow-ups due2From your current project records
Value needing follow-up$2,127.65From your current project records
No follow-up date0From your current project records
Accepted decisions0From your current project records

Your next sales actions

Requested changes and due follow-ups appear first. Sharing a link does not mean the email reached your customer.

Awaiting decision

Prepared shower tile finish

Jordan Parker • Example · $1,388.40

Next follow-up: 2026-11-15
Awaiting decision

Standard kitchen backsplash finish

Casey Morgan • Example · $739.25

Next follow-up: 2026-11-15

Learn from actual decisions

0 accepted · 0 closed lost · No decided opportunities yet.

Accepted comes from the customer response. Closed lost includes declined responses and your recorded outcomes. Open estimates and archived projects are excluded from the acceptance percentage. These are workspace records, not a prediction of future sales.

Keep opportunities moving.

Reminders help you remember the next conversation. They do not guarantee a reply or recovered revenue. In-app reminders appear when you open the workspace. Optional device alerts require permission and an open workspace; background push reminders are not included.

No card required. Review all scope, quantities and local prices before quoting.