How to See Stale Estimates in Your CRM: Jobber, Housecall Pro, ServiceTitan, Workiz

No major home service CRM sends an alert when a quote goes cold. Jobber, Housecall Pro, ServiceTitan, and Workiz all let you filter for open quotes, but none of them proactively flag the ones that have been sitting for 7 days with no customer response. You have to go looking.

Here is the exact filter path in each platform and what to do when you find the cold list.

How to find stale quotes in Jobber

1. In Jobber, click on Quotes in the left navigation.
2. Click the Status filter and select Awaiting Response.
3. Click the Sort dropdown and select Creation Date, oldest first.
4. The top of the list is your oldest open quotes.

Look for everything older than 7 days. These are your follow-up targets.

Jobber does not have a filter for "created more than X days ago" natively. To get a precise stale list, use the date filter to set the "created before" date to 7 days ago. Everything in that filtered view with "Awaiting Response" status has been open for more than a week.

Text Clint: "Show me all open quotes in Jobber that have not been responded to in more than 7 days."

Note on Jobber: the Quotes section shows client name, quote number, amount, and status. Click into each quote to see the customer phone number and the specific line items before making your follow-up call.

How to find stale quotes in Housecall Pro

1. In Housecall Pro, click Estimates in the top navigation.
2. Use the Status dropdown to filter by Pending.
3. Sort by Created Date with oldest first at the top.

Pending estimates are quotes sent but not yet approved or declined. Sort oldest first to surface the coldest ones.

Housecall Pro has a date range filter. Set the "created before" date to 7 days ago to isolate estimates that have been open more than a week.

Text Clint: "Show me all pending estimates in Housecall Pro older than 7 days."

Note on Housecall Pro: Pending includes estimates that the customer may have seen but not signed. You can also filter by "Viewed" vs. "Not Viewed" if your Housecall Pro plan includes email tracking, which tells you whether the customer opened the estimate email.

How to find stale quotes in ServiceTitan

1. In ServiceTitan, go to the Estimates module (under Sales in the left navigation).
2. Apply these filters: Sold = No, Dismissed = No, Date Created range set to end 7 days ago.
3. Sort by Date Created ascending.

ServiceTitan's estimate filtering is more granular than Jobber or Housecall Pro. You can filter by estimated total, by technician who created the estimate, by job type, or by customer tag.

For businesses on ServiceTitan's Marketing Pro tier, you can also run an automated follow-up sequence directly from the Estimates module, which fires a text when an estimate passes 7 days without an approval.

Text Clint: "Which estimates in ServiceTitan have been open more than 7 days and not yet approved?"

How to find stale quotes in Workiz

1. In Workiz, go to Jobs or Leads depending on how your account is configured.
2. Filter by Status: Quote Sent or Status: Pending (label varies by account setup).
3. Sort by Created Date oldest first.

Workiz has less granular quote filtering than ServiceTitan. The most reliable approach is to export the quote list to CSV and use a spreadsheet to filter by creation date.

Text Clint: "Show me all quotes in Workiz that have been open for more than 7 days."

How to find stale quotes in GoHighLevel

GoHighLevel's quote workflow depends on how the pipeline is configured in each account. If you are using GoHighLevel for quoting:

1. Go to Opportunities in the CRM.
2. Filter by the pipeline stage that represents a sent estimate (common stage names: "Quote Sent," "Awaiting Decision," "Proposal Out").
3. Sort by Date Created oldest first.

GoHighLevel's strength is automation: you can set a trigger that fires a follow-up task or message automatically when an opportunity has been in the "Quote Sent" stage for more than 7 days without moving forward. This is the most powerful native automation of any CRM in this category.

What to do once you find the cold list

A weekly Monday review works well for most businesses. Pull the stale quote list, sort oldest first, and work the top 10 to 15.

For each stale quote:

• Under 7 days: text only. "Hi [Name], checking in on the estimate we sent. Any questions?"
• 7 to 14 days: text and call. If no voicemail response in 2 days, send the day-10 email from the estimate follow-up cadence.
• 14 to 21 days: the closing-the-file text. "I'll close out your file this week. Call us at [number] if timing changes."
• Over 21 days: move to dormant list. One reactivation attempt per quarter.

A 20-minute Monday review of stale quotes converts enough cold estimates to pay for itself within 2 weeks for any business sending more than 15 quotes per week. The home service lead follow-up guide covers the full framework.

Setting up an automated stale quote alert

If you do not want to run the filter manually, two automation approaches work:

Zapier approach: Set up a daily Zapier automation that queries your CRM's API for quotes with "awaiting response" status older than 7 days, then creates a task in your project management tool (Asana, ClickUp, Notion) for the follow-up person.

GoHighLevel approach: Create a workflow trigger: Opportunity Stage = "Quote Sent" AND Time In Stage = 7 days. Action: create a task, send an internal notification, or fire the automated follow-up sequence directly to the customer.

Clint approach: Ask Clint "show me all stale quotes" as part of your morning brief. Clint surfaces the list automatically from your connected CRM without you having to navigate to the Quotes section and apply the filter.

How Clint Finds the Genuinely Cold Ones

Finding stale estimates manually requires opening a filter in your CRM, setting a date range, and cross-referencing your email inbox for replies that came in but never updated the CRM status. An estimate that got a Gmail reply but was not marked as responded looks cold in the CRM but is not.

Clint checks both. Ask "which estimates from the last 14 days show no customer response in the CRM or email?" and Clint searches across your CRM data and connected Gmail to return only the genuinely cold ones, ranked by job value.

Sources

• Jobber quote management documentation
• Housecall Pro estimates documentation
• ServiceTitan estimates and follow-up documentation
• GoHighLevel opportunity pipeline automation