Estimates
Sample workspace data. Estimates that were sent but never followed up are the single biggest source of lost HVAC revenue.
Open estimate value
$10,070
Follow-up due
1
Re-engaged or accepted
2
All estimates
| Customer | Service | Estimate | Status | Sent | Last Follow-up | Potential Revenue | Actions |
|---|---|---|---|---|---|---|---|
| Michael Davis | Full AC Replacement | $4,800 | Follow-up Due | 6 days ago | 3 days ago | $4,800 | Open |
| Priya Raman | Ductwork Replacement | $2,650 | Viewed | 9 days ago | 2 days ago | $2,650 | Open |
| Derek Osei | Dual-Zone System Replacement | $7,300 | Accepted | 12 days ago | Today 8:58 AM | $7,300 | Open |
| Lydia Barnhart | Return Duct Repair | $1,980 | Re-engaged | 4 days ago | Yesterday 11:20 AM | $1,980 | Open |
| Victor Salazar | Furnace Heat Exchanger Repair | $640 | Sent | Yesterday 7:36 PM | — | $640 | Open |
| Helen Pruitt | Furnace Blower Motor | $520 | Lost | 5 days ago | 4 days ago | $0 | Open |