Optional module for Ingenious Control Center · In development
Estimate Follow-Up
Turn sold and unsold estimates into a working sales pipeline.
Turns sold and unsold estimates into an organized follow-up pipeline inside Ingenious Control Center, with assignments, outcomes, reminders, and conversion visibility.
Who it is for
Sales managers sitting on a backlog of unsold estimates with no structured outreach process.
From input to outcome
A clearer path through the work.
Reviews sold and unsold estimates into a web-based contact list.
Classifies each attempt: dead, needs follow-up, reassign, keep active, or next stage.
Breaks lists down by the employee who provided the original estimate.
Analytics on who follows up, who converts, and which estimate types close best.
Tested with an AI voice agent making outbound calls and logging results automatically.
Trust and control
Designed around practical results.
- Creates a structured sales pipeline out of estimates that would otherwise go cold.
- Gives administrators visibility into outreach activity and conversion.
- Currently built for ServiceTitan and adaptable to Workiz.
See it in action
Product screens are kept separate from page labels for clear reading.
Product updates
Version history
Published release notes will appear here newest-first.
Product work
Features and bugs getting attention
Public planned and in-progress work will appear here.
What you need to run it
- ServiceTitan account
- Modern web browser
Questions, answered
Can follow-ups go to the person who quoted the job?
Yes. Lists can be broken down by the employee who originally provided the estimate so the most familiar person follows up.
Can AI make the calls?
The system has been tested with an AI voice agent making outbound calls from the follow-up list and automatically logging results.
Follow the launch
Get an update when Estimate Follow-Up reaches its next milestone.
Occasional product updates and launch news. No purchase is being offered yet.