Estimates age out while reps work from memory.
Home Services
Calculator
Unsold Estimates
Unsold Estimate Recovery Calculator for open contractor estimates
This open estimate recovery calculator gives home-service teams a practical way to work the unsold estimates leak before more demand slips out of the pipeline. Inside, you get open estimate value by month or backlog, conservative recovery-rate assumptions, and estimated recovered revenue range, so the next campaign, callback, quote, review, or proof request has a clear owner and a usable next step.
Estimates age out while reps work from memory. Follow-up timing and tone varies by salesperson. The fix is a repeatable handoff: use this calculator to run the workflow manually first, then let Close Forge assign the next step, route the response, and measure whether the leak is closing.
Workflow
Close Forge
Stage
Follow Up
Asset
Open estimate recovery calculator
Preview
Unsold Estimate Recovery Calculator
Calculator access
Unlock the calculator and size the revenue sitting in unsold quotes.
Enter a work email to open the calculator on this page. We'll use the trade, team size, and CRM fields to point you toward the Close Forge workflow instead of a generic follow-up sequence.
Editable assumptions
Close Forge handoff
What unlocks after the form
An editable estimate recovery model with open-value inputs, conservative recovery assumptions, a result summary, and a recommended follow-up workflow.
What is included
What you can calculate before another quote goes cold
- Open estimate value by month or backlog
- Conservative recovery-rate assumptions
- Estimated recovered revenue range
- Close Forge next-step prompt
Preview
- Open estimate value
- Recovery target
- Estimated monthly opportunity
- Recommended follow-up owner
Manual process
How to use the calculator with your current estimate list
- 1Export open estimates that are 3 - 21 days old.
- 2Filter by trade, job type, value, and customer status.
- 3Use a conservative recovery rate - not a best-case close rate.
- 4Assign the highest-value follow-up to a named owner.
Where it breaks
Where the manual version breaks down
Follow-up timing and tone varies by salesperson.
Managers cannot see which open quotes still deserve action.
Want this automated?
What TradeVulcan owns after the manual version works
Close Forge
Close Forge turns open estimate lists into sequenced follow-up with timing, stop conditions, customer context, and manager visibility. The calculator frames the leak; Close Forge owns the handoff.
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Before you download.
Is this calculator built for contractors with quoted work?
Yes. It is designed for home-service teams that quote repairs, replacements, inspections, and project work, then need a disciplined way to prioritize open estimates.
Do I need TradeVulcan to use this resource?
No. The resource is useful as a manual asset. TradeVulcan becomes relevant when you want the next step - routing, ownership, follow-up, and reporting - to be repeatable.
Which TradeVulcan workflow does this connect to?
Close Forge is the closest workflow because it turns unsold estimates into owned follow-up sequences instead of one-off reminders.