Every open estimate should have an owner, a next step, and a date.
A tech leaves an estimate at the kitchen table. A week later the homeowner texts him a question. He's on calls all day. The estimate still shows "pending." Nobody's working it. Here is a quick way to find those before you chase the rest.
No signup. No email required. Both files are yours to use and adapt.
The check
Pull 20 open estimates. For each one, answer three questions:
- 1.Who owns the next step?
- 2.What specifically has to happen next?
- 3.By when?
Any blank is an estimate that needs attention. "Call the homeowner" is one answer. So is "answer the financing question," "send the second option," "revise the price for the smaller unit," or "close this out because they went with someone else." The point is not more "just checking in" texts. It is knowing which estimates need which kind of attention.
What's in the files
One-page guide (PDF)
How to run the review in about ten minutes: what to export, how to assign an owner and a date, which exceptions to look at first, and what to count again next week so you can tell whether anything changed.
Worksheet (Excel)
Enter up to 100 open estimates. Formula columns flag missing owners, missing next steps, overdue dates, and homeowners who replied without an answer. Filter to "Action needed" and you have your list. It doesn't connect to your systems or send anything. It just makes the gaps visible.
One more thing to add
When a homeowner replies to the tech directly, that reply has to reach the office the same day. A text on a tech's phone isn't a next step. Someone still has to answer the financing question, or the warranty question, or the "can you do it before the weekend" question.
If all 20 check out, that's worth knowing. If the same gaps keep showing up and you want help fitting the check to the systems you already use, email Peter at peter@syndesi.io. No meeting or purchase required to use any of this.