Follow-Up Tracker

Every unsold estimate from the last 60 days, scored 1–5 on how likely it is to close on follow-up

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Where follow-up time should go Open follow-ups by score

What history says Chance a still-open estimate sells in the next 30 days

From jobs 100–190 days ago that left an unsold estimate: of those still open at each age, the share where something sold at that home within the next 30 days. This is what the 1–5 score is built on, and it re-checks itself every Monday.

Follow-up list

By technician Open follow-ups from their visits · click a column to sort · click a tech to filter

Follow-up = a completed job in the last 60 days with an estimate over $0 that didn’t sell by the day after the visit. It counts as won when any estimate sells at that same home afterward (even on a new job). Credited to the tech with the biggest split on the visit. Score uses work type, brand and days since the visit. 5 = at least 9 in 100 still-open estimates like it sell in the next 30 days · 4 = 6–9 · 3 = 4–6 · 2 = 2.5–4 · 1 = under 2.5. Expected $ = that chance × the biggest option. Return visits = later jobs booked at the same home. No customer names are shown.