How to Track Estimate Status and Follow Up Effectively
Monitor estimate status in Local Business Pro to know when to follow up and improve your close rate.
Quick Answer: Use the estimate status filters (Draft, Sent, Viewed, Approved, etc.) and analytics cards to track your pipeline. Follow up on 'Viewed' estimates within 2-3 days for best results.
Understanding Estimate Statuses
- Draft - Still being prepared, not yet sent
- Sent - Delivered but not yet opened by customer
- Viewed - Customer has opened and read it
- Need Changes - Customer requested modifications
- Approved - Customer accepted the quote
- Declined - Customer rejected the estimate
- Expired - Past the expiration date
Effective Follow-Up Strategy
- Check Viewed estimates daily
- Follow up within 2-3 days of viewing
- Call or text: 'I wanted to check if you had any questions about the estimate'
- Address any concerns or answer questions
- For Need Changes, respond same-day if possible
- Track your approval rate in the analytics cards
Frequently Asked Questions
Q: How do I know when a customer views an estimate?
A: The status changes from 'Sent' to 'Viewed' when they open it.
Q: What's a good estimate approval rate?
A: 30-50% is typical for service businesses. Higher is better - track and improve over time.
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Last updated: February 1, 2025