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LeadDuo Recover

Follow up on the estimates nobody answered

Recover lists the estimates and quotes your customers haven't answered yet, drafts a follow-up for each one and sends it only after you approve it.

Create a free accountTry the free follow-up generator

Included at no extra cost in Invoice Plus ($9/month) and every paid ServiceHub plan.

What Recover does

Shows every open estimate

Estimates you've sent that haven't been accepted or declined, with the amount and how many days each one has been waiting.

Drafts the follow-up

A short follow-up written for that customer and that job. Edit it or send it as it is.

Waits for your OK

Nothing is sent until you approve it. A reminder only goes out if you turn it on for that estimate.

How it works

  1. 1

    See your open estimates

    Recover shows the estimates that are still waiting on an answer, with how long each has been open.

  2. 2

    Confirm the status

    Mark any estimate that was already won, lost or answered by phone so it leaves the list.

  3. 3

    Approve a follow-up

    Read the drafted follow-up, change anything you like and approve it. Recover suggests following up 3 days after you sent the estimate.

  4. 4

    Optional: one reminder

    Still no answer? Turn on one reminder for that estimate. That's the limit: 2 follow-ups per estimate.

What each plan includes

Recover is part of the plans below at no extra cost. There is no separate Recover subscription.

Free account or Invoice Pass

Free / $4.99 one-time

  • See your open estimates
  • Drafted follow-ups(1 draft to copy)
  • Send from LeadDuo
  • One reminder per estimate
  • Track where each estimate stands

See your open estimates and copy one drafted follow-up into your own email. The Invoice Pass (10 invoices) doesn't add Recover.

Invoice Plus

$9/month

  • See your open estimates
  • Drafted follow-ups
  • Send from LeadDuo
  • One reminder per estimate
  • Track where each estimate stands

The full flow: drafts, sending from LeadDuo after you approve, one reminder and tracking.

Paid ServiceHub plan

Any paid plan

  • See your open estimates
  • Drafted follow-ups
  • Send from LeadDuo
  • One reminder per estimate
  • Track where each estimate stands

ServiceHub already runs its automatic quote follow-up sequence. Recover adds a manual follow-up you approve after that sequence ends.

On every plan: up to 2 follow-ups per estimate (the first follow-up plus one reminder), and you approve each message.

Start with a free account
Illustration

What a follow-up looks like

A made-up example to show the flow. It is not a real customer and not a result.

Open estimate

Sam

$1,850

Furnace tune-up and blower motor repair

Sent 3 days ago

  1. 1The estimate shows up in Follow-ups 3 days after it was sent.
  2. 2The owner reads the draft below, changes one line and approves it. LeadDuo sends it.
  3. 3The owner turns on one reminder for this estimate in case there's no reply.

Drafted follow-up

Following up on your estimate: furnace tune-up and blower motor repair

Hi Sam,

I wanted to check in on the estimate I sent 3 days ago for furnace tune-up and blower motor repair ($1,850). Have you had a chance to look it over?

If it looks good, just reply to this email and we'll get you on the schedule. If you have any questions, I'm happy to help.

Thanks,
Example Heating & Air

Names, amounts and timing are invented for this illustration.

Free tools and scripts

Estimate Follow-Up Email GeneratorPick a trade and a tone and copy a ready-to-send email and text message. Open-Estimates CheckerPaste or upload your open estimates to see their age and which to follow up first. Read in your browser only. HVAC Estimate Follow-Up Text ScriptsA 5-touch text sequence written for HVAC estimates. Carpet Cleaning Follow-Up ScriptsReview ask and rebooking scripts for carpet cleaners.

Frequently asked questions

What is LeadDuo Recover?
Recover is the follow-up part of LeadDuo. It lists the estimates and quotes your customers haven't answered, drafts a follow-up for each one, and sends it from LeadDuo after you approve it.
Does Recover send anything automatically?
No. You approve every follow-up before it's sent. A reminder is only sent if you turn it on for that specific estimate.
How many follow-ups can I send for one estimate?
Up to 2: the first follow-up and one reminder. Recover suggests the first follow-up 3 days after you send the estimate.
Which plans include Recover?
Invoice Plus ($9/month) and every paid ServiceHub plan include the full Recover flow at no extra cost. A free account, and the Invoice Pass ($4.99 one-time, 10 invoices), can see open estimates and copy one drafted follow-up, but can't send from LeadDuo, use the reminder or track follow-ups.
I use ServiceHub. How is this different from the automatic quote follow-ups?
ServiceHub's automatic quote follow-up sequence keeps running as it does today. Recover adds a manual follow-up you approve after that sequence has ended, for quotes that are still open.
Does Recover chase unpaid invoices or send text messages?
No. Recover follows up on estimates and quotes, and its follow-ups go out by email. It doesn't send invoice payment reminders or text messages, and it doesn't contact past customers.
Can I bring in estimates from another tool?
Yes. Paste or upload a CSV in the free Open-Estimates Checker. It's read in your browser only. Choose “Import these into LeadDuo” to carry up to 50 of them into your account when you sign up.

See which estimates are still waiting

Create a free account to see your open estimates and draft your first follow-up.

Create a free account