Find the money in your estimates.
Type three numbers from your own business. See how many estimates went unanswered or lost, and what is sitting open. Nothing is saved and nothing is sent.
Your three numbers
Use a normal month. A good guess is fine; you can change it as often as you like.
Sitting open in a month
—
Type your three numbers and the answer shows here.
- Estimates not won that month (no answer or lost)—
- In 90 days at the same pace—
- Sitting open over 90 days—
Estimates not won × your average job. These are your own open amounts, not money you’re sure to win.
Follow-up does not win every job. Some people already hired someone else, and some never answer.
Nothing you type leaves this page. No email, no sign-up.
How the number is made
- Estimates you send in a month − the ones you win = estimates not won (no answer or lost).
- Estimates not won × 3 = about 90 days at the same pace.
- Estimates not won × your average job = sitting open.
Where it usually hides
Things to check in your own business, from your own records.
Estimates nobody followed up
Count the estimates you sent in the last 90 days that never got a yes or a no.
Invoices past due
Look for finished jobs with a balance still owed after the due date.
Past customers nobody called back
List the customers whose last job was a year ago or more and who have not heard from you since.
Missed calls never returned
Go through this month’s missed calls and mark the ones nobody called or texted back.
How Jetsy follows up for you
Find the Money reads your own Jetsy account and shows what is sitting open. Its Reopen play sends the follow-ups on estimates that went quiet.
- You read and approve the first batch.Before anything goes out you see every person and the exact words, and you pick who gets a message.
- Four short follow-ups: day 1, 3, 7 and 14.Counted from the day you sent the estimate. Never more than four, in English or Spanish. They go out Monday to Saturday, 9am to 8pm, never on Sundays or federal holidays.
- Texts only to customers who said yes to texts.A text goes only to a customer who said yes to texts from your business: they ticked the box on one of your forms, or they told you yes and you marked it. A customer texting you first does not count. With no yes, Jetsy uses email when you have their address, or tells you to call them. Every text says how to stop.
- It stops when they answer or say stop.A text back, a call back, a yes, a no or STOP ends the follow-ups for that person. The people who answered go on a list for you called Your move.
Find the Money is in every plan. Follow-up texts need a plan with texting (Jetsy 2.0 and up) and a registered business number; without that, the follow-ups go by email.
Your open estimates, on one screen.
Find the Money is in every Jetsy plan. 30 days free, no card.
No card for the free trial. 60-day money-back. No contract. Code CRM27 takes 27% off every month you stay.
