Open Pipeline Value
See how much quoted work is still unresolved.
FREE HVAC ESTIMATE TOOL
How Much HVAC Work Is Sitting Unresolved in Your Estimate Pipeline?
Your team may already be generating enough opportunities. The problem is that some estimates never get a clear next action. Use the free PRAXISORA HVAC Lost Estimate Calculator to get a clearer view of your open estimate pipeline and see what a few additional recovered jobs could mean for your business.
GET THE FREE CALCULATOR
Free Excel tool • No new CRM required • Built for HVAC businesses
Looking for quoting and job tracking? Explore Contractor Job Manager
You Don't Necessarily Need More Leads
Before spending more on advertising, take a closer look at the estimates you've already generated. Some customers haven't said yes, but they haven't necessarily said no either. They may simply be sitting in your pipeline without a clear owner, status, next action or follow-up date.
HOW IT WORKS
See Your Estimate Pipeline in About 5 Minutes
Estimate Close Rate
Get a clearer view of your known estimate outcomes.
Average Won Job Value
Understand what an additional recovered job could represent.
Recovery Scenarios
See illustrative scenarios for recovering 1, 3 or 5 additional estimates.
5-Minute Estimate Audit
Answer 10 questions to identify possible weaknesses in your follow-up process.
Every Open Estimate Needs a Next Action
- OWNER
- STATUS
- NEXT ACTION
- DUE DATE
The calculator helps you identify the opportunity. A repeatable follow-up process helps you manage it.
HVAC ESTIMATE RECOVERY KIT
Found Opportunities Sitting in Your Pipeline?
The calculator identifies the problem. The HVAC Estimate Recovery Kit gives you the system for managing it.
$29 ONE-TIME
- HVAC Estimate Recovery Playbook
- 60 ready-to-adapt follow-up scripts
- Open Estimate Tracker
- Recovery Calculator
- 10 objection-response frameworks
- PRAXISORA AI Follow-Up Assistant
- 30-Day Implementation Guide
- Commercial-use license for one HVAC business location
No subscriptionNo new CRM required
EXCEL WORKBOOK FOR CONTRACTORS
PRAXISORA Contractor Job Manager
Keep quotes, accepted jobs, costs, billing and payments connected in Excel.
$99 ONE-TIME, NO SUBSCRIPTION
- Material, labour and subcontract pricing using markup or gross margin
- Accepted-quote handover that preserves prices and terms
- Actual costs and projected profit
- Itemised billing preparation and payment tracking
Contractor Job Manager.xlsx
Item
Cost
Price
Materials
Labour
Subcontract
Projected profit
- QUOTE
- ACCEPTED JOB
- COSTS
- BILLING
- PAYMENTS
What's included
- Protected clean and fictional demo workbooks
- Four PDF guides
- Two silent captioned illustrated videos
- One-business internal-use licence
- 14 days of setup email support at praxisora@yahoo.com
Workbook capacity
- 50
- quotes
- 150
- quote lines total across the workbook
- 50
- jobs
- 150
- job items total
- 200
- acceptance records
- 50
- rows in each other transaction schedule
Microsoft Excel is required and sold separately. This is a self-service Excel workbook, not SaaS or accounting software. It sends no automated messages and does not automatically issue invoices in accounting software.
Practical Systems for Better Business
PRAXISORA creates practical systems, playbooks, tools and AI-powered resources that help small businesses improve sales, operations and growth. We turn useful knowledge into practical action with ready-to-use templates, calculators, trackers, scripts, workflows and implementation guides.
- KNOWLEDGE
- ACTION
- RESULTS
Start With the Estimates You've Already Generated
Find out what is sitting unresolved in your pipeline.