Digital Resource — Home Service Businesses
Stop letting pending estimates go quiet.
A simple tracker that makes every open estimate visible — so no job ages out and no follow-up gets skipped. Comes in two formats: a printable PDF and a spreadsheet with dropdown menus and automatic date tracking.
Get Instant Access →
$29 · One-time purchase · PDF + Spreadsheet · Instant download
What’s included
Printable PDF Version
Print and keep at your desk. One row per estimate, 18 rows per page, with columns for estimate amount, sent date, three follow-up touches, final status, and notes.
Print & use immediately
Spreadsheet Version (XLSX)
Open in Excel or Google Sheets. Dropdown menus for service type, follow-up status, and final outcome. Automatic “Days Since Sent” column so you can see at a glance what’s aging. 50 estimate rows.
Works in Excel & Google Sheets
How to Use Instructions
A plain-language guide with follow-up timing recommendations, status code definitions, and a weekly review process built in.
Included in both versions
This is for you if…
- You send estimates but don’t always hear back — and aren’t sure how many you’ve lost to silence.
- Follow-up on pending estimates depends on someone remembering to do it.
- You’ve missed a follow-up window on a job you really wanted.
- You want a simple system that doesn’t require software or a monthly subscription.
- You review your open estimates inconsistently — or not at all.
“The tools have changed. The expectation of good service hasn’t.”
— Revenue Infrastructure Systems™Every estimate deserves a follow-up.
Two formats. 50 estimate rows. Instant download.
Get Instant Access →$29 · One-time purchase · Instant download
Questions? Email [email protected]