Estimates that need a follow-up
$31,200 quoted with no follow-up after 7 days.
For busy home service owners
See which estimates, invoices, and jobs are slipping through the cracks.
We check your CRM, QuickBooks, inbox, and job notes for missed follow-ups, unpaid invoices, and stuck jobs. You get a short report showing what money is at risk and what to do next.
No logins required to start. Nothing goes to a customer unless you approve it.
- No logins required to start
- Exports or screenshots are enough
- You approve every customer-facing message
- Built for 5–20 employee service businesses
Where money gets missed
Your team is busy. The missed money is usually hiding between systems.
One job is in your CRM. The payment is in QuickBooks. The customer text is in the inbox. The callback is in someone’s notes. That is where estimates, invoices, and follow-ups get missed.
Unpaid invoices
Past-due invoices with no reminder or payment link sent.
Jobs stuck in limbo
Leads, callbacks, and repairs with no next appointment or person assigned.
Repeat customer complaints
The same issues showing up in reviews, inboxes, and call notes.
How it works
First, we find the missed money. Then we decide what is worth fixing.
- Send exports or screenshots from your CRM, QuickBooks, inbox, or job software.
- We look for estimates, invoices, callbacks, and jobs with no clear next step.
- You get a short report with the customer, dollar amount, evidence, and recommended next move.
- You approve what to send, what to fix, and what should become a repeatable process.
Example leak
$31,200 in estimates have not been followed up on.
Evidence: 17 open estimates over $500. Last customer touch was more than 7 days ago. No follow-up task was assigned.
Draft message to approve
Hey Sarah, just checking if you had any questions on the estimate. I can still hold the current schedule window through Friday.
Example approval options. Nothing is sent without approval.
Best fit
OwnerOps works best when there is enough volume for missed work to pile up.
Good fit
- 25+ jobs or service calls per month
- Written estimates or invoices
- CRM, QuickBooks, email, spreadsheets, or job software
- Owner suspects follow-up is inconsistent
Probably not yet
- Very low job volume
- No estimate or invoice records
- Wants fully automated customer messaging on day one
- Not willing to share exports or screenshots
Start here
Revenue leak checkup
Start with a free 15-minute leak check. If your business has enough volume and visible follow-up gaps, we’ll offer a $300–$500 diagnostic credited toward a 30-day pilot.
First checkup15 min
No passwords needed. Bring a rough sense of your monthly job volume and where follow-up usually slips.
Book a 15-minute Revenue Leak CheckReady to check?