Unsold estimate tracking
A Simple Unsold Estimate Tracker for Electricians
Track every open electrical estimate with an owner, status, amount, next date, and final outcome.
Written by the Enter 2 Estimate team · Updated July 12, 2026
Direct answer
A useful unsold-estimate tracker needs only the customer, quoted work, amount, sent date, owner, current status, next follow-up date, and final outcome. The most important field is the next action date—without it, the list becomes storage instead of a workflow.
Minimum fields
Start with enough information to act without rebuilding a full CRM.
- Customer and quoted electrical work
- Estimate amount and version
- Date sent and current status
- Person responsible for the next action
- Next follow-up date
- Booked, declined, deferred, or lost outcome
Review it daily
Work overdue and today first. If a row has no next action, either create one or close the opportunity. A smaller accurate list is more useful than a large stale pipeline.
Move beyond a spreadsheet when ownership breaks
A spreadsheet can work for one disciplined owner. A shared follow-up workspace becomes useful when multiple people need assignments, message history, due-date actions, and a consistent view of the latest estimate.
Put it to work