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. These three fictional records from different trades show the shape of a handover. An actual pilot uses your own business records.
Explore a sample worklist and handover. All names, project details, amounts, and conversations below are fictional; drafts are shown for review and have not been 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 service 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 heat pump replacement estimate
Hi Morgan, I’m checking that you received the estimate sent on September 2 for replacing your heat pump. 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 service 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 exterior painting estimate
Hi Casey, You asked us to revisit your exterior painting 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 service 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 each business’s approval. An actual report records verified activity separately from preparation.
The Founder Validation Review covers up to five valid unresolved estimates over five business days, with editable drafts and a concise findings summary and CSV handover. Review the $99 introductory offer and what is included →
START WITH THE PROCESS
Tell us what still falls through.
Start with a 15-minute conversation with Curtis. Bring a rough unresolved-estimate count, the tools you use today, and the task that remains unfinished. No customer records or payment are needed.
Discuss your current process ↗Email opens in your own mail app. Review and send your inquiry.