Sales & Estimating
Estimate Follow-Up
Turn sold and unsold estimates into a working sales pipeline.
Turn ServiceTitan estimates into structured call lists with outcome classification, employee assignment, conversion analytics, and AI outbound calling.
Who it is for
Sales managers sitting on a backlog of unsold estimates with no structured outreach process.
What it does for you
Reviews sold and unsold estimates into a web-based contact list.
Classifies each attempt: dead, needs follow-up, reassign, keep active, or next stage.
Breaks lists down by the employee who provided the original estimate.
Analytics on who follows up, who converts, and which estimate types close best.
Tested with an AI voice agent making outbound calls and logging results automatically.
Why you can trust it
- Creates a structured sales pipeline out of estimates that would otherwise go cold.
- Gives administrators visibility into outreach activity and conversion.
- Currently built for ServiceTitan and adaptable to Workiz.
See it in action
Real screens from Estimate Follow-Up. Click any image to view it full size.
What you need to run it
- ServiceTitan account
- Modern web browser
Questions, answered
Can follow-ups go to the person who quoted the job?
Yes. Lists can be broken down by the employee who originally provided the estimate so the most familiar person follows up.
Can AI make the calls?
The system has been tested with an AI voice agent making outbound calls from the follow-up list and automatically logging results.
Be first in line
Get notified when Estimate Follow-Up opens.
One email when it launches, with everything you need to get started. Nothing else.