Estimate follow-up calculator
How much additional work
would cover the cost?
Use your estimate records and what a job leaves after costs to explore the payback numbers. You can check the cost threshold before choosing a recovery assumption. Your entries stay in this browser unless you choose to include them in an inquiry.
Count each estimate once. Include customers who stopped replying and whose work you would still want to take on. Exclude duplicates, known refusals, work awarded elsewhere and requests to stop contact. Leave this blank if you don't have a count; you can still check the cost threshold.
Use the amount before job costs. If the group contains very different types of work, examine one type at a time. An average from unrelated jobs can distort the comparison.
Subtract the additional costs of doing that job, including materials, labor, commissions and other job-specific expenses. Enter the dollars left, rather than a percentage. If you are unsure, leave this blank; we will need it to calculate how many jobs cover the base cost.
Enter an assumption you want to examine, including zero. Count work added by the follow-up beyond customers who would return anyway. Your usual estimate close rate does not establish this rate. Leave it blank if you have no basis for choosing one.
Additional jobs needed to cover setup plus twelve months of service
The scenario applies the incremental recovery rate you entered to the eligible estimates you counted. That rate is an assumption, and your normal close rate does not establish how many quiet estimates further follow-up would convert. Some customers may return on their own, delay the work, choose another contractor or decide against the job. Only work added by the follow-up counts toward its return. The figures describe the scenario you entered, rather than measured lost revenue or a forecast. Check the assumptions against your records, available capacity and the time needed to complete and collect payment for the work.
The base comparison includes setup plus twelve monthly service payments at the published single-location prices. It describes twelve months of service, rather than a calendar year beginning when you sign. Phone lines, usage, model costs, additional work and any extra staff effort increase the amount required to cover the investment. The job figure must reflect the costs of doing that additional work. A positive result under an assumed recovery rate does not establish actual payback, and payment timing can affect cash flow. Your written scope confirms the applicable costs and service start date.
Which of these assumptions would you want to check?
Bring these figures to a conversation with Ian. We'll look at which estimates are worth following up, what the work leaves after costs, and how to measure additional results.
You can choose a time or send an inquiry on the next page.