Q

Estimate Dashboard

Good morning, Mike · Austin Comfort HVAC · Austin, TX

Open Estimates

$47,850

12 estimates awaiting an answer

Follow-Ups Today

12

Customers who need a nudge

Jobs Won

8

This month

Revenue Won

$18,400

This month

Estimated Win Rate

38%

Up 6 pts since using follow-ups

Money Sitting in Open Estimates

12 estimates are still unanswered. That's real revenue waiting on a follow-up.

$47,850

View all revenue opportunities

Follow Up Today

Sorted by value and how long the homeowner has been waiting.

Michael Johnson

🔥 Hot

AC Replacement

$8,450

Sent 3 days ago

Days waiting

3

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion72%

🔥 High-value opportunity — prioritize this follow-up

Send Follow-Up View Customer Call Text

Yolanda Brooks

🔥 Hot

AC Replacement (2 units)

$8,360

Sent 7 days ago

Days waiting

7

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion64%

🔥 High-value opportunity — prioritize this follow-up

Send Follow-Up View Customer Call Text

Debra Collins

🔥 Hot

Mini-Split Install (2 zones)

$5,250

Sent 2 days ago

Days waiting

2

Follow-ups sent

0

Next follow-up

1970-01-05

Status

Estimate Sent

Probability of conversion66%
Send Follow-Up View Customer Call Text

Sandra Whitfield

🟠 Warm

Furnace Install

$5,120

Sent 6 days ago

Days waiting

6

Follow-ups sent

2

Next follow-up

1970-01-03

Status

Follow-Up

Probability of conversion54%
Send Follow-Up View Customer Call Text

Tom Bradley

❄️ Going cold

Heat Pump Replacement

$4,800

Sent 12 days ago

Days waiting

12

Follow-ups sent

2

Next follow-up

1970-01-03

Status

Follow-Up

Probability of conversion22%
Send Follow-Up View Customer Call Text

Carlos Ramirez

🟠 Warm

Ductwork Replacement

$4,300

Sent 9 days ago

Days waiting

9

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion41%
Send Follow-Up View Customer Call Text

Wesley Grant

🟠 Warm

Commercial RTU Service Plan

$3,150

Sent 5 days ago

Days waiting

5

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion48%
Send Follow-Up View Customer Call Text

Rick Stanton

❄️ Going cold

Whole-Home Dehumidifier

$2,420

Sent 8 days ago

Days waiting

8

Follow-ups sent

2

Next follow-up

1970-01-03

Status

Follow-Up

Probability of conversion27%
Send Follow-Up View Customer Call Text

Marla Jennings

❄️ Going cold

Attic Insulation + Airflow

$2,400

Sent 10 days ago

Days waiting

10

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion24%
Send Follow-Up View Customer Call Text

Angela Foster

🔥 Hot

AC Repair + Coil

$1,980

Sent 1 day ago

Days waiting

1

Follow-ups sent

0

Next follow-up

1970-01-05

Status

Estimate Sent

Probability of conversion61%
Send Follow-Up View Customer Call Text

Priya Nair

🟠 Warm

Smart Thermostat + Tune-Up

$980

Sent 4 days ago

Days waiting

4

Follow-ups sent

1

Next follow-up

1970-01-04

Status

Follow-Up

Probability of conversion58%
Send Follow-Up View Customer Call Text

Jeff Nowak

🟠 Warm

Emergency AC Diagnostic

$640

Sent 2 days ago

Days waiting

2

Follow-ups sent

0

Next follow-up

1970-01-05

Status

Estimate Sent

Probability of conversion45%
Send Follow-Up View Customer Call Text