Estimates & Invoices

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.

beginner 4 min read estimate status follow-up tracking
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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

  1. Check Viewed estimates daily
  2. Follow up within 2-3 days of viewing
  3. Call or text: 'I wanted to check if you had any questions about the estimate'
  4. Address any concerns or answer questions
  5. For Need Changes, respond same-day if possible
  6. 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.