QUOTE RESCUE / EXAMPLE HANDOVER
See the work before you decide.
A reviewed worklist, messages your team can edit, and a report that makes the next step clear. This three-record example shows the shape of a handover.
All names, project details, amounts, and prior conversations below are invented. This is an illustration of deliverables, not a customer case study or evidence of sales. No messages were sent.
A useful follow-up starts with the record.
These records are ordered by the next action they need. Quoted amounts are potential project values; none is an accepted job, a payment, or Quote Rescue revenue.
01 / Resolve a scope question
Jordan Vale
What the record says
On September 3, Jordan asked whether damaged roof decking is included. The record has no approved answer.
Recommended next action
Get the estimator’s accurate answer before following up. A generic reminder would leave the question unresolved.
Your question about roof decking
Hi Jordan, You asked whether replacing damaged roof decking is included in the estimate. [Insert the estimator-approved explanation of what is included and how additional work would be quoted.] Does that answer your question, or is there another part of the scope you would like us to explain? [Sender name and roofing business]
Before contact: Hold until the estimator supplies the answer and the contractor verifies the current record.
02 / Check receipt
Morgan Reed
What the record says
The estimate was marked sent on September 2. Receipt has not been acknowledged in the supplied record.
Recommended next action
Check other inboxes and contact notes first. If the record is current, consider a brief receipt check.
Your garage roof estimate
Hi Morgan, I’m checking that you received the estimate sent on September 2 for replacing the shingles on your detached garage roof. Is there anything in the scope you would like us to explain? If your plans have changed, let us know and we’ll update our records. [Sender name and roofing business]
Before contact: Confirm the latest conversation, contact preferences, estimate validity, and sending channel.
03 / Respect the requested date
Casey Rowan
What the record says
On September 5, Casey asked the team to revisit the estimate on or after September 18.
Recommended next action
Hold the draft. A reminder during this September 8 review would disregard the recorded request.
Revisiting your porch roof estimate
Hi Casey, You asked us to revisit your porch roof estimate on or after September 18. Is this a useful time to discuss it, or would you prefer a different date or to close it for now? [Sender name and roofing business]
Before contact: Do not send before September 18. Recheck the latest preferences and estimate validity on that date.
The handover report
Still needed: the decking answer, a current receipt-check record, respect for Casey’s requested date, and the contractor’s approval. An actual report records verified activity separately from preparation.
The full pilot covers up to 50 valid unresolved estimates over an agreed 14-day period, with two check-ins and a final report and CSV handover. Review the $2,000 pilot and what is included →
A CLEARER NEXT STEP
Tell us how you follow up today.
Start with a 15-minute conversation with Curtis. Bring a rough estimate count and your current process. No homeowner records or payment are needed.
Ask about the pilot ↗Email opens in your own mail app. Review and send your inquiry.