Win More Jobs | Contractor Quote Tracker
Stop losing track of customer estimates and the next follow-up date.
Estimate Follow-Up OS is a downloadable offline browser-based quote tracker for small service businesses such as painters, installers, trades, landscapers and maintenance teams. No monthly fee, account or cloud upload is required.
WHAT YOU RECEIVE
- START_HERE.html: the working offline quote dashboard
- QUICK_START_GUIDE.pdf: setup and usage instructions
- FOLLOW_UP_SCRIPTS.txt: 12 customizable customer message examples
- SAMPLE_RECORDS.json: fictional demonstration data
- LICENSE.txt: license for one individual or one business location
WHAT IT DOES
- Stores estimates, contacts, stages, dates and notes on your own computer browser
- Tracks active, won, lost and paused estimates
- Highlights open quotes requiring a manual follow-up
- Shows currency-specific totals (USD, EUR, GBP, CAD, AUD)
- Provides three messages to copy and customize before you send them yourself
- Exports CSV compatible with Excel and JSON backup files
HOW IT WORKS
Download ZIP > extract the files > open START_HERE.html in a current desktop browser > add your records > back up JSON frequently.
IMPORTANT
This is an HTML browser app, NOT an Excel workbook. Email notifications, scheduled reminders, message sending, mobile syncing and cloud backups are NOT included. Data is stored locally in browser storage, so make regular JSON backups. Sample names and figures are fictional.
Digital download only. No physical product. Independent NexoraTools product; no affiliation with other software brands.
PRODUCT HIGHLIGHTS:
No subscription | No cloud upload | Desktop browser recommended | CSV + JSON exports