Activity (Process)

Unsold Estimate Queue for Dispatch Follow-Up

When a technician presents repair or upgrade options and the customer declines, those unsold estimates should be captured during closeout and queued for follow-up. The dispatcher or a dedicated follow-up role reviews the queue, typically within a few business days, to re-contact the customer while the recommendation is still fresh. ServiceTitan's Adaptive Capacity and follow-up screens support this workflow by surfacing unsold estimates automatically, turning declined work into a future revenue pipeline.

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Updated 2026-05-04

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Electrician Business Operations

Running an Electrical Contracting Business Course

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