Quotes that die between the visit and the send-off
The estimate was written. The homeowner is waiting. The quote never leaves the truck.
What's the leak?
The estimate was written. The homeowner is waiting. The quote never leaves the truck.
What it looks like
A salesperson finishes three appointments, promises to send quotes that evening, then gets pulled into tomorrow's schedule. Two days later, those quotes are still unsent. By the time they arrive, the homeowner has already chosen another contractor.
Why it happens
The quote lives in the rep's head, on a notepad, or in a half-finished template on their laptop. Nobody in the office can see it. Nobody follows up. The rep is the only path from appointment to sent quote — and reps run out of hours.
What it costs
One unsent quote is one lost job. A rep who runs 20 appointments a week and leaves 4 quotes unsent is walking past thousands of dollars in signed contracts every month.
How URBLD closes the leak
The estimate opens on the appointment itself. Voice notes and photos from the field auto-attach. The office sees every open estimate and can send it while the rep is still driving. Nothing sits.
Leak diagnosis
- Observed symptom
- Appointments are completed but the customer never receives a written estimate.
- Inferred root failure
- No system-owned state between 'visit finished' and 'estimate sent'; the rep is the only path.
- Lifecycle stage
- Estimating
- Financial or capacity consequence
- Completed sales capacity produces no priced work, so appointment cost is spent without a chance to win.
Measure it yourself
Count of completed appointments with no estimate sent within 48 hours, and the age of the oldest unsent estimate.
Practical diagnostic
List last week's completed appointments. Mark each one sent / not sent / unknown. Anything in 'unknown' is the leak.
Recommended operating response
Give unsent estimates a visible owner and an aging clock, and let the office send on the rep's behalf rather than waiting for the truck.
Deeper explanation: Estimate lifecycle
Related Features
Related Workflows
See how URBLD closes every leak
One connected workflow from the first lead to the final payment.