Offline estimate-review tool · HVAC / plumbing / home services
Before you follow up, sort out the estimate list.
Import an estimate CSV, map six fields, and organize records into five clear queues for human review. No customer messages are sent.
One-time purchase · one-business license · download through Gumroad · applicable taxes shown at checkout
From messy export to review list
Five queues, each with a clear reason.
Queue names and scope follow the delivered product. This is an explanatory layout, not a live customer export.
Three steps
Review what is open, what is blocked, and what needs a person.
01 / IMPORT
Export your estimates
Use a UTF-8 CSV. Open the downloaded HTML workbench in a current desktop Chrome or Edge browser. No account is required to run it.
02 / MAP
Map six fields
Match estimate ID, status, estimate date, next-action date, quote validity and contact-permission status. Inspect any missing or unexpected values.
03 / DECIDE
Export review queues
Search the classified results and export review CSV files with source-record numbers. Your team verifies each customer history and chooses any legitimate next action.
Precisely what you buy
No CRM connection, SMS or email automation, subscription, promised recovered sales or automatic contact-consent decisions. The downloaded workbench processes CSV files locally; no customer file upload to this page.
Try the format first
Start with a free sample, no account.
Check the six-column template, ten synthetic estimate records, their expected review output and a short checklist before buying. The starter ZIP contains no executable workbench and no real customer data.
Need a process before buying? Read the free seven-check estimate follow-up spreadsheet guide for HVAC and home-service teams.
This download is hosted on the original demo site. For the paid tool, use the direct Gumroad buttons here; an outdated checkout notice on the older demo does not apply.
What to expect
Questions before you buy
Does the workbench send follow-ups or recover sales automatically?
No. It does not send emails, texts or CRM updates, and it cannot promise additional revenue. A human decides whether an estimate is valid, contact is permissible, and follow-up is appropriate.
Do you receive or store our customer CSV?
This page accepts no file upload. The downloaded HTML tool runs on your computer and does not require a network service. Do not email personal customer exports before agreeing on handling and scope.
What file format and browser do I need?
Use a UTF-8 CSV, up to 10 MB and 20,000 records, with dates in YYYY-MM-DD format. Open the delivered workbench in a current desktop Chrome or Edge browser.
What does the one-time license cover?
The delivered version may be used internally by one purchasing business. It is not a subscription and does not include a custom integration or ongoing managed service.
Can I commission a manual export review instead?
A separate $149 one-time manual audit may be available subject to written agreement on row count, scope and delivery. Contact shopairlind@gmail.com before sharing files or paying.
Ready to take control of your estimate export?
Start with a $19 offline review workbench.
Practical queue organization without another CRM or monthly fee.