FOR HVAC · PLUMBING · HOME SERVICES
A clearer list.
A better next step.
Before following up on an estimate, check whether it is still open, valid and ready for review.
Quote Recovery Workbench turns an estimate CSV into five practical review queues. Your team stays in control of every customer conversation.
Built by Philip Lind. Local CSV processing in the downloaded tool.
LOOK INSIDE THE WORKFLOW
Every record needs a reason.
This fixed example uses the same rules as Workbench 1.0.0, with a review date of 10 November 2026. Select a queue to inspect its records.
Loading synthetic example…
| Source record | Estimate | Queue | Why it is here | Next step |
|---|
Synthetic preview only. This page has no customer-file upload or automatic outreach.
START WITH A CLEAN EXPORT
A small, useful starting point.
Free to download.
Get the six-column blank template, ten synthetic input records, their expected review output and a short checklist. Use the kit to understand the fields before choosing a tool or service.
Download the free starter kit ↓ZIP · no email required · no executable tool included
- 01
Export and map
Estimate ID, status, estimate date, next action, validity and contact permission.
- 02
Resolve exceptions
Check unknown statuses, conflicting IDs, missing dates and expired proposals.
- 03
Choose the next step
Assign a person to review the record and confirm the customer history.
WANT THE OFFLINE TOOL?
Quote Recovery Workbench
The full download imports your CSV, maps the six fields, creates review queues and exports the results with source-record numbers. Works in current desktop Chrome or Edge; up to 20,000 input records / 10 MB.
It does not contact customers or connect to your CRM. One-business internal-use license for the delivered version.
$19 one time, plus applicable tax
One-time download from Lind Workbench on Gumroad. Applicable taxes and local currency are shown at checkout.
Buy the offline tool — $19 ↗A few practical details.
Does this recover revenue automatically?
No. Workbench organizes records for human review. It does not promise sales, decide which customers you may contact or send messages.
What happens to my customer information?
This preview contains synthetic data only and accepts no uploads. The full downloaded Workbench runs locally, without a network service, analytics or account. Only the six mapped fields appear in its review exports.
Can Philip review an export for us?
A separate one-time manual audit is available at $149, subject to written agreement on the export, row count, scope and delivery date. Ask about scope before sharing customer information or paying.