Blog · Industrial Service Companies
Where open quotes go cold: a follow-up check for Industrial Service Companies
Your techs find the work. A failed device, a corroded line, a code deficiency. Then it sits: in a notebook, in a photo on someone's phone, in an inspection report nobody turned into a quote. When the quote does go out, it often gets one email and no second touch.
In the Levelset 2022 Cash Flow and Payment Report, only 12% of construction companies said they always get paid on time, and one in four never send a reminder when payment is late.
Check 1: Findings without quotes
Pull the last 30 days of inspection or service reports. Count the deficiencies your techs noted, then count how many became a quote. The gap between those two numbers is work your customers already need and haven't been asked to approve.
Check 2: Quotes without a second touch
List every quote sent in the last 60 days that hasn't been approved or declined. For each one, note how many times anyone followed up. Most open quotes aren't a "no". Nobody asked again.
Check 3: Calls after 5 p.m.
Look at your call log for evenings and weekends. Emergency calls that hit voicemail go to whoever answers first, and that's often the customer's next call.
What closes the gap
- Same-day quotes from field findings. Findings become a draft quote before the tech leaves the site, and a person approves it.
- Automatic quote follow-up. Polite, persistent touches until the customer approves, declines, or asks a question.
- Every call answered and triaged. Real emergencies page your on-call tech; routine requests are booked for the morning.
You can see each of these in our live Industrial demo, running on a fictional contractor.