Estimates
Declined estimates
Handle declined quotes and follow up professionally.
Overview
Handle declined quotes and follow up professionally.
Declined estimates stay on the record for reporting. Follow up with a revised quote rather than editing the declined document.
Professional quotes
Build estimates with line items, optional photos, and terms your attorney already approved. Send by email; customers approve from the portal.
Tip
Photograph the tree or hazard on the lead record before you write the quote — it helps justify price when the customer compares vendors.
Next step
Continue with Expiration.