Open Quote Tracker Worksheet

The gap between quoted and booked is the biggest hidden cost in most handyman businesses, and it is mostly a memory problem. The quote lives in a text thread from nine days ago, there is no list anywhere to look at, and the follow-up never happens. This worksheet is that list. One row per open quote, seven columns, and a rule that every row must have a next action with a date. If a row has no next action, decide one now or close the quote as lost.

Review it twice a week, ideally on the evening you write quotes. Send the follow-ups that are due, move booked jobs to the calendar, and mark dead quotes as lost so the list stays short enough to trust. The example rows below show the kind of entry that works; replace them with your own. When the list grows past a dozen open rows, that is usually the signal to move to a tool that prompts you instead of relying on this sheet. The guide section on turning estimates into booked work and the follow-up revenue calculator show what a steady routine is worth.