Unsold Estimate Follow-Up Sequence (Day 2/5/14/30)
Estimates go cold because no one follows up consistently; homeowner forgets or picks competitor.
Roofing, HVAC, Solar, Remodeling · ROI lever: Estimate close rate
Remodelers and general contractors manage long projects with many touchpoints. These workflows focus on proposal building, change orders, client updates, and subcontractor coordination.
6 use cases tagged for this trade. Workflows marked All Trades also apply.
Estimates go cold because no one follows up consistently; homeowner forgets or picks competitor.
Roofing, HVAC, Solar, Remodeling · ROI lever: Estimate close rate
Jobs stall on missing permit docs; office chases paperwork by memory.
General Contracting, Electrical, Solar, Roofing · ROI lever: Cycle time sold->install
Homeowner can't see roof/attic work, questions value, disputes arise.
Roofing, Remodeling, HVAC · ROI lever: Disputes / referrals
Crews start day without scope, address, materials, or customer notes in one place.
General Contracting, Remodeling · ROI lever: Crew start delays
Clients text PM all day for updates; PM time disappears into status messages.
Remodeling, General Contracting · ROI lever: PM time / client satisfaction
Homeowners stall at ticket size; financing mentioned too late or inconsistently.
HVAC, Roofing, Solar, Remodeling · ROI lever: Close rate on high tickets
Five AI workflows home service companies can copy, every weekday morning. Practical, no hype.