# Estimate follow-up provider scorecard
RevSet Labs • October 8, 2026
https://revsetlabs.com/solutions/quote-follow-up/#compare-providers

## Give each provider the same brief
Estimate tool / CRM:
Monthly estimate volume:
Services / locations:
Channels / staffed hours:
Primary estimator / backup:
Existing reminder process:
Main gap to resolve:

## Compare demonstrated behavior
For each item record demonstrated / configuration required / unresolved, with notes.
1. Eligibility for current, expired, revised and accepted estimates:
2. Customer reply reaches its responsible owner and backup:
3. Replies, opt-outs and decisions stop pending sends:
4. Revisions replace old quote references and reminders:
5. Delayed events, failed sends and outages have an owner:
6. Reporting separates messages, replies and actual decisions:
7. Handover includes access, pause controls, training and documentation:

## Demonstration scenario
A homeowner asks to change the equipment option in an open HVAC replacement quote. Inspect the pause, estimator task, approval of the revised quote, old reminder removal and next action. Repeat with acceptance and opt-out.

## Review ten older estimates
For each, record:
Estimate ID / version / owner:
Sent date / validity:
Latest customer situation:
Current approved offer or estimator review needed:
Contact preferences:
Next action / owner / due date:

## Itemized proposal
Implementation:
Software:
Messaging and calling usage:
Staffed follow-up:
Monitoring and support:
Change requests:
Ownership / export / exit process:

Unresolved requirements / responsible person / resolution date:
Decision and rationale:

Discuss implementation: https://revsetlabs.com/consultation/