Find the estimates your team needs to follow up on.
Upload an estimate export from the software you already use. See what is open, overdue, or has no owner, and get a ranked list your team can work today.
Working prototype. Try it with sample data or your own export.
Your file is read in this browser tab only. Nothing is uploaded, stored, or sent to JG. Close the tab and it is gone.
Loading account…
STEP 1
Load your estimates
Export open and recent estimates as a CSV file from your CRM or estimating software. Include status, value, owner, and next follow-up date if you track them.
Drop a CSV file here, or choose one
Sample data is fictional and dated relative to today, so it always shows overdue work.
Or paste rows from a spreadsheet
STEP 2
Confirm the columns
We matched your columns automatically. Change any that look wrong.
Which statuses count as an open estimate?
An estimate is overdue when its next follow-up date is before today. Only open estimates are checked.
STEP 3
What needs attention
Who has what
Owner
Open
Flagged
Flagged value
Record quality
Share of open estimates that have both an owner and a next follow-up date.
0%
Priority follow-up list
#
Estimate
Owner
Value
Next follow-up
Why it is flagged
Suggested action
What the value could mean
A scenario, not a forecast. Flagged value is the face value of estimates that need attention. It is not lost revenue and it is not profit.
Expected value of the open pipeline
$0
Added job value if the flagged estimates close better
$0
Your next step
Saved runs
Each saved run keeps counts and totals only. Customer names and addresses are never saved.