For contractors & home-service businesses

Stop losing jobs to forgotten estimates.

The Process Patch Estimate Follow-Up Manager shows you which estimates need a follow-up today, how much money is still on the table, and drafts the email so reaching out takes a minute, not an evening.

Try the live demo Get set up for $399

No sign-up needed for the demo. It runs entirely in your browser.

Estimates go cold when nobody follows up

You spend hours measuring, pricing, and writing up estimates. Then the busy season hits, and the follow-ups live in your head, a sticky note, or a spreadsheet nobody opens. Customers who were ready to say yes go with whoever called them back. Process Patch gives you one short list of who to contact today.

How it works

1
Import your estimates
Upload a CSV from your spreadsheet or estimating software. Match your columns to ours in a few clicks. We flag duplicates and rows that need fixing before anything is saved.
2
See who needs a follow-up
Your dashboard shows every open estimate, its total value, and which customers are due or overdue for a follow-up based on rules you set.
3
Send a personal follow-up
Get an editable email draft for each customer. You review it and send it from your own email. We never email your customers for you.

Everything you need to follow up. Nothing you don't.

One focused tool. No complicated CRM to learn.

CSV import with column matching: Works with any spreadsheet you can save as CSV. We suggest the column matches and you confirm them.
Duplicate detection: Catches repeat rows in your file and estimates you've already imported, by estimate number or by customer, amount, and date.
Open pipeline at a glance: Count and total value of open estimates, plus how much is waiting on a follow-up.
Custom follow-up rules: Choose when the first follow-up is due, how often to check back, when an estimate goes stale, and a minimum job size.
Won / lost tracking: Mark estimates won or lost and see your close rate and won revenue.
Editable email drafts: Friendly first, second, and final follow-up templates that fill in the customer, job, amount, and date.
Search, filter, and export: Find any estimate fast, filter by status or follow-up, and export what you see back to CSV.
You stay in control: Nothing is ever sent automatically. Every email goes out from your own inbox, when you decide.

See it with real-looking data

The demo is loaded with sample estimates from a fictional contractor. Import a CSV, mark jobs won or lost, change the follow-up rules, and generate email drafts.

Open the live demo

Simple pricing

One introductory price. No long contract.

Introductory setup

$399one-time

Setup of the Estimate Follow-Up Manager for your business
Import of your existing estimate spreadsheet
Follow-up rules tuned to how you sell
Email templates written in your voice
A live walkthrough so your team knows how to use it

Request setup

Introductory pricing for early customers.

Your data, plainly explained

We think you should know exactly where your customer information goes. Read the full privacy notice.

The demo stays in your browser

Anything you import into the demo is saved only in this browser on this device (browser local storage). It is not uploaded to us.

Device-specific by design

Data in one browser won't appear on another computer or phone, and it's erased if you clear your browser data. Export to CSV to keep a copy.

Not for sensitive records yet

Browser storage isn't encrypted or backed up, so this version isn't meant for sensitive production customer records. Use sample or non-sensitive data.

No automatic emails

The tool never contacts your customers. It writes drafts; you review and send them yourself.

Let's talk about your follow-ups

Interested in the $399 setup, or have a question? Send us a note and a real person will get back to you.

Tell us roughly how many estimates you send a month
Let us know where you track them today
Don't include customer details in this form