Estimates sent, then forgotten
Diagnose why estimates stall and put ownership, follow-up, and job handoff on a repeatable path.
Updated September 25, 2026 · Service Workflow Lab Editorial
A sent estimate still needs a next action. The operational question is whether someone knows when to follow up and how to record the result. Count open estimates with no owner or follow-up date before investing in a new tool.
Start small
Use an estimate register with sent date, status, owner, and next action. Review it at a fixed time each week. When the volume or number of handoffs makes the register hard to maintain, assess an estimating or CRM category against your workflow.
See the lead to job workflow for the full handoff.