Work in progress. Estimate Recovery is in its first stages. I'm talking with roofing and HVAC companies to shape a first pilot.
Estimate Recovery

In developmentEstimate follow-up for roofing & HVAC companies

Give undecided estimates a clear next step.

I'm developing a follow-up service that helps roofing and HVAC teams reconnect with prospects who haven't made a decision, using the inquiries and estimates they already have.

Discuss a pilot See how it would work

A focused pilot, shaped around your team's existing process.

Example follow-up · illustrative

From: [Your company]Re: your roof replacement estimate

Hi [Customer name],

Following up on the replacement estimate we sent on [date]. If you're still weighing it up, I'm happy to answer questions or walk through the options again.

Would a quick call this week or next be useful? If the timing isn't right, just let me know.

[Your name], [Your company]

Your team approves the wording, timing, and sender. A reply pauses everything and goes to the person you choose.

Some estimates need another conversation.

A homeowner may be comparing options, waiting on timing, or still have questions. The idea is to give those open conversations a consistent follow-up process, and to make it easy for your team to step in when someone is ready.

How a pilot would work

Three steps, agreed with you up front.

  1. Choose the opportunities

    Review your current process and select an agreed group of unresolved estimates or inquiries.

  2. Approve the follow-up

    Set the message, timing, and reply handoff around how your team works.

  3. Review the outcome

    See who replies, who takes a next step, and which opportunities progress.

Illustrative workflow What happens to a single open estimate during a pilot.
Open estimate Sent, no decision yet
Approved follow-up Your wording, your timing
Reply Messages pause; your team takes it from here
No reply Next approved touch, or stop at the agreed limit
Declined or opted out Stops immediately

Who it's for

Built for companies that quote considered work.

Roofing

Follow-up around replacement estimates, inspection inquiries, and postponed roof projects.

HVAC

Follow-up around equipment-replacement quotes, installation inquiries, and deferred equipment decisions.

Fit depends on your opportunity volume, your current follow-up, and your ability to handle renewed interest. If your process already covers these opportunities well, I'll say so.

What we would define together

  • Which opportunities are eligible
  • What customers receive, and when
  • Who handles replies and appointments
  • What gets measured before deciding whether to continue

This describes a proposed pilot engagement, not a finished software product.

About

Built around a practical question.

I'm Samuel Jordan. I'm developing this service around a straightforward question: can better follow-up help roofing and HVAC companies get more from the inquiries and estimates they already generate?

I'm speaking with business owners to understand where their current process works, where it falls short, and what a useful pilot would need to prove.

Where this stands

Early pilot development. The scope and workflow for any pilot are agreed before a single customer is contacted.

Questions

Straight answers.

Is this already a finished software platform?

No. This is an early pilot offering under development. The scope and workflow would be agreed before any customer outreach begins.

Does this generate new leads?

No. The focus is on your existing inquiries and unresolved estimates. It is not an advertising or lead-purchasing service.

Will it work with our CRM?

That depends on your system and the access available. A pilot may begin with an agreed spreadsheet export; a direct connection would need to be assessed first.

What if we already follow up?

We would start by understanding that process. If it already covers your opportunities effectively, you may not need this service.

Who handles interested customers?

Your team handles the agreed next step. Reply routing and ownership are defined before anything starts.

What does it cost?

Pilot scope and pricing are discussed individually. There is no published standard plan at this stage.

Are more jobs guaranteed?

No. A pilot is meant to test whether this approach produces useful outcomes for your business.

How does your team handle undecided estimates?

Tell me a little about your business and your current follow-up. We can see whether a focused pilot is worth exploring.