Guides
How-tos on getting real numbers out of the tools you already run.
GuidesHow many times should a contractor follow up on an estimate?Five live phone attempts over two weeks: same hour, then days 2, 4, 7 and 14. What counts, when to stop, what the FSM already sends.GuidesHow soon should you call a customer back after sending an HVAC estimate?Call the same business hour you send an HVAC estimate. When to wait until morning, and why a day or two is already late.GuidesHow to follow up on estimates in Workiz?Open Pending on the Estimates dashboard, call the same business hour, then days 2, 4, 7 and 14. What Workiz already sends, and what to log.GuidesHow to follow up on HVAC estimates that haven't closed?Pull open HVAC estimates, call the same business hour, then days 2, 4, 7 and 14. What to say, when to stop, and what the FSM already sends.GuidesHow to track unsold estimates in ServiceTitan?Open Follow Up, Unsold Estimates. Filter by status, sort by value, log the next date. The screen tracks; a person still has to call.