Trade-specific recovery systems
Old estimates behave differently by trade.
A safe recovery sprint accounts for the job, the sales cycle, the system of record, the team receiving replies, and the reasons an estimate went quiet. Start with the operating guide closest to your business.
Roofing
Roofing estimate follow-up
Retail and replacement backlogsReview unsold retail estimates, deferred decisions, and documented reinspection opportunities without mixing in claims disputes or unsupported storm promises.
↗02HVAC replacement
HVAC replacement recovery
Replacement proposals onlySeparate replacement proposals from maintenance noise, confirm current capacity, and route interested homeowners to a trained comfort-advisor handoff.
↗03Windows & doors
Window and door quote recovery
High-value project quotesRevisit eligible whole-home and phased-project quotes while accounting for product, scope, pricing, financing, and installation-capacity changes.
↗Shared fit test
The trade changes. The four gates do not.
Document eligibilityKnow why each selected record may be contacted through the intended channel.
Apply suppressionRemove opt-outs, sold work, duplicates, complaints, invalid contacts, and agreed exclusions.
Prepare the handoffName the person responsible for fast, informed responses to interested homeowners.
Confirm capacityVerify the business can quote, close, fulfill, and collect incremental work.
No customer data required