For tree service owners
How do I keep track of estimates that did not turn into jobs?
Short answer
Write each estimate in one list with the date, customer, price and status. Check the list every week, follow up on open ones, and note why you lost the ones you did. This shows you where to improve.
By Umair Nawaz. Published October 25, 2026. General information, not legal, tax or insurance advice.
The longer answer
Estimates that did not close still hold useful lessons.
What to record: date, customer name and phone, the work, the price, the follow-up dates and the result (won, lost, waiting). If lost, note the reason if the customer told you, such as price, timing or a different company.
What to do weekly: look at all open estimates. Send a short follow-up to those that have not had one. Close old ones.
What to learn monthly: compare how many estimates became jobs. If the share is low, look at your speed, your follow-up and your written quote. If it is very high, you may be priced low.
A spreadsheet or a printed page is enough. The rule is the same: one list, kept up to date.
Our win-rate calculator and follow-up planner help you see the numbers and keep the habit.
More answers for owners
- How do I keep track of missed calls and callbacks at my tree service?Read the answer
- How do I know if my tree service is missing calls?Read the answer
- How do I land commercial tree service accounts?Read the answer
- How do I make my tree service website load faster?Read the answer
- How do I measure a tree for an estimate?Read the answer
- How do I plan cash for the slow months?Read the answer
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