How much is sitting in your open estimates?
Enter your estimators, estimates per month, average estimate value and close rate. The calculator shows how much work you quote each month, how much of it goes unsold, and what a small lift in your close rate from better follow-up would be worth.
Your unsold estimate value each month is estimates per month × average estimate value × (100% minus your close rate). Use it as an unsold estimate calculator for your HVAC, plumbing or electrical shop.
Last checked: . Every default is a placeholder or a labeled assumption.
Quoted per month
$504,000
Estimators × estimates per estimator × average estimate value.
Unsold per month
$352,800
Quoted per month × (100% minus your close rate).
Extra closed per month from the lift
$25,200
Quoted per month × the lift in points. If your volume and that lift held all year, that would be about $302,400 over 12 months.
Estimates only. Your leads, pricing and team decide the real number.
How the math works
- Quoted per month = estimators × estimates per estimator per month × average estimate value.
- Unsold per month = quoted per month × (100% minus your close rate). This is everything that did not close, including customers who were never going to buy.
- Extra closed per month from the lift = quoted per month × the lift in percentage points. A 5 point lift on a 30% close rate means closing 35% instead.
Estimates only. Your leads, pricing and team decide the real number.
Where the defaults come from
| Input | Default | What it is |
|---|---|---|
| EstimatorsPlaceholder. Enter yours. | 4 | Placeholder. Enter yours. |
| Estimates per estimator per monthPlaceholder. Enter yours. | 30 | Placeholder. Enter yours. |
| Average estimate valueFrom one published case study (Service Labs Group, one client). Enter your own. | $4,200 | From one published case study (Service Labs Group, one client). Enter your own. |
| Current close ratePlaceholder. Enter yours. | 30% | Placeholder. Enter yours. |
| Close-rate liftYour assumption. A conservative assumption, not a promise. | 5 points (slider 1 to 15) | Your assumption. A conservative assumption, not a promise. |
The $4,200 average comes from a Service Labs Group case study (opens in a new tab) about one heating, cooling, plumbing and electrical company. It is one company's number, published by the firm that worked with it. Your average may be very different, especially if you mix small repairs with system replacements.
What lift is realistic?
Honestly, it depends: on your leads, your pricing, your team, and how much follow-up happens today. A shop that already follows up on every estimate has less to gain than one where estimates go quiet after the first call.
The one published example we use: Service Labs Group reports that the same single client went from a 23% to a 38% close rate within 90 days of adding a structured follow-up system, a 15 point lift. That is the top of the slider, from one client, reported by the company that did the work. Treat it as an example of what is possible, not as a benchmark. That is why the calculator starts at 5 points.
Want the real number?
Book a 15-min call and we'll walk through your open estimates with you.
How to pull your own numbers
You can get all four inputs from reports your field software already has.
- Housecall Pro. The Estimates list can be filtered by outcome (Won, Lost, Open) and exported to a CSV from the Actions menu (Job & Estimate List Reporting (opens in a new tab)). The Estimates dashboard report shows how many estimates you created, won and lost, and counts an estimate copied to a job as won (Dashboard Reports Overview (opens in a new tab)).
- Jobber. The Quotes report (Insights, then Reports) exports to CSV. Jobber's help page explains how to work out your conversion rate from the Converted date column (Quotes Report (opens in a new tab)).
- Close rate. Estimates won divided by estimates given in the same period. Use a few months so one slow week does not skew it.
Want to see what your software already does about follow-up? Read Housecall Pro estimate follow-up or Jobber quote follow-ups.
FAQ
How do I calculate revenue lost to no follow-up?
Multiply your estimates per month by your average estimate value to get the work you quote each month. Multiply that by one minus your close rate to get what goes unsold. Not all of it is lost to weak follow-up, because some customers were never going to buy. To size what better follow-up could win back, multiply the quoted amount by the close-rate lift you think it could add, in percentage points.
What is a realistic close-rate lift from better follow-up?
It depends on your leads, your pricing, your team and how much follow-up you do today. The one published example we use is a Service Labs Group case study: a single heating, cooling, plumbing and electrical company went from a 23% to a 38% close rate within 90 days of adding a structured follow-up system. That is one client, reported by the company that did the work, so treat it as an example, not a benchmark. The calculator starts at 5 points as a conservative assumption, not a promise.
Where does the $4,200 default come from?
From the same Service Labs Group case study, which reports an average estimate value of about $4,200 for that one company across heating, cooling, plumbing and electrical work. Replace it with your own average.
Does the calculator save or send my numbers?
No. The math runs in your browser. Nothing you type is sent or stored.
Sources
- Recovering $850K From Unsold Estimates in Home Services (opens in a new tab), Service Labs Group case study, one client
- Job & Estimate List Reporting (opens in a new tab), Housecall Pro Help Center
- Dashboard Reports Overview (opens in a new tab), Housecall Pro Help Center
- Quotes Report (opens in a new tab), Jobber Help Center, updated July 25, 2025
Dealvan is an independent product and is not affiliated with or endorsed by Housecall Pro, Jobber or Service Labs Group.
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