How do I track which quotes are still open this week?
A simple weekly system for knowing exactly which estimates are open, what they're worth and who needs a follow-up.
"Which quotes are still open?" should take five seconds to answer. For most contractors it takes an evening of scrolling through texts, email and a notebook.
The definition of an open quote
A quote is open when it has been sent and the customer has not accepted, declined or postponed. If you don't record those three outcomes, everything looks open forever and nothing feels urgent.
The weekly open-quote review
- List every estimate sent in the last 30 days.
- Remove anything won, lost or postponed — and record which.
- Sort what's left by value, largest first.
- Note the date each was sent and the days since.
- Follow up on anything past three days without a reply.
- Give every remaining quote a next follow-up date before you close the list.
Track four numbers each week
| Metric | Why it matters |
|---|---|
| Number of open quotes | Tells you how much work is unresolved |
| Total open quote value | Your realistic near-term revenue pipeline |
| Oldest open quote | Usually the one about to be lost |
| Quotes with no next action | The leak in your process |
Doing it without a CRM
One sheet: customer, job, value, date sent, last contact, next follow-up, status. Sort by next follow-up date and work the top of the list. It works — it just relies entirely on you updating it.
Doing it with a CRM
A CRM keeps the same list current automatically and shows the quotes due for follow-up today. FollowUpDesk was built specifically for this view: open quotes, their value, and who needs a message right now.
Related: why open quotes fall through the cracks · lost quote cost calculator.
See it in FollowUpDesk
Get started — $29/mo →
Skip the manual work — these are free, no card required
Frequently asked questions
How do I track which quotes are still open this week?▾
List every estimate sent in the last 30 days, remove anything won, lost or postponed, sort the rest by value, and assign every remaining quote a next follow-up date.
How do I know when a quote counts as lost?▾
When the customer declines, hires someone else, or goes silent past your final follow-up. Mark it lost so your pipeline value stays honest.
What should a weekly quote review include?▾
Open quote count, total open value, the oldest open quote, and any quote with no scheduled next action.
Can I track open quotes in a spreadsheet?▾
Yes, with columns for customer, job, value, date sent, last contact, next follow-up and status — as long as you actually update it every week.
Get the full FollowUpDesk CRM — $29/month
One pipeline for every lead, AI follow-ups for every quote, review requests on autopilot. Cancel in one click.
Free tools require no card · Pro is $29/month, cancel anytime