A Follow-Up Engine That Tells Field Teams Which Estimates to Call

The problem

Field service teams in home services, HVAC, and renovation finish a day of consultations having left estimates at a dozen homes but there's no systematic process for following up. The business owner or coordinator reviews open estimates reactively, calls the most memorable ones first, and loses deals to competitors who followed up while the customer was still deciding.

What this app does

An estimate follow-up engine that scores and prioritizes every open estimate so the team knows exactly who to call and why. The app pulls open estimates, calculates days since issuance, applies a score based on job value, customer type, and prior win rate by segment, and presents a prioritized call queue for the day. Notes from each follow-up call are logged inline. Estimates that pass their threshold age automatically re-enter the queue with a flag until they're closed or archived.

Key takeaways

• Priority score replaces intuition for which estimates to call back
• Job value and win-rate signals surface the highest-return follow-ups
• Call queue built fresh each day from current open estimate data
• Call notes logged inline no separate CRM entry required

Who it's for

Home services business owners, field service coordinators, and sales operations teams at HVAC, plumbing, renovation, and specialty contracting companies managing high-volume residential estimate pipelines.

Follow up on the right estimates before a competitor does

See how Domo can score and prioritize every open estimate so your team follows up on the highest-return jobs first.

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