How To Track Technician Follow-Ups on Unsold Estimates?

A Contractor University Member recently utilized the Ask-The-Expert Q&A feature within the member dashboard by submitting the following question and received the response below.

Contractor Question:

I am wondering if you have any recommendations regarding a customer follow-up for unsold estimates system where you can track when technicians have reached out to avoid texting or calling them about every customer.”

Contractor University Expert Response:

“I wouldn’t allow technicians to do so outside of 24 hours? It will always be inconsistent.

A sales rehash desk is better suited once an estimate is rendered. Sales rehash is tracking it all from that point.

If you are allowing your techs to do so, simply have them always copy the office csr desk as part of follow up.”

Contractor University members can click here to log in to their member dashboard and submit a question through the Ask the Expert portal.

”