Fictional demo data — no real customer or Housecall Pro data. This experience is read-only.

Report

Brightline Heating & Air — Fictional Demo

Date range

Estimate Recovery

Prioritizes open estimates by value, age, advisor, source, job type, and follow-up risk.

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ReadyLast 30 daysvsPrior period: July 4, 2026 to August 2, 2026

Not run - No Housecall Pro sync run recorded

Open Estimate Value

$77,491

Up $4,928 vs previous period

12 open HCP estimates created in the selected range

Stale Estimates

No change vs previous period

Open estimates older than 7 days created in the selected range

High-Risk Estimates

No change vs previous period

High or critical priority estimates created in the selected range

Decision Win Rate

75%

Accepted estimates divided by accepted plus declined estimates

Open Estimates By Age

Shows where open estimates are aging into follow-up risk.

30+ days0 estimates

15-30 days6 estimates

$47,573

8-14 days4 estimates

$5,018

0-7 days2 estimates

$24,900

Open Estimate Value By Job Type

Shows which work categories have the most money waiting on a decision.

Open Estimate Recovery Queue

Prioritized by risk, age, value, and ownership.

Full imported backlog as of report end date.

Search this tableEstimate OwnerAge BucketRiskJob TypeStatus

Showing 390 of 390 rows


Rank #1	Urgency Urgent	Action Follow-up	Customer Jamie Summit	Phone 416-555-2754	Email jamie.summit.19754.0@example.test	Address 654 Sample Ridge Road, Example Harbour, ON, A8A 0A8	Value $13,200	Age Days 943	Age Bucket 30+ days	Risk Critical	Estimate Owner Avery North	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 943 days, is assigned to Avery North, and is in the critical follow-up window.
Rank #2	Urgency Urgent	Action Follow-up	Customer Dakota Summit	Phone 416-555-2774	Email dakota.summit.19773.1@example.test	Address 673 Sample Ridge Road, Example Harbour, ON, A0A 1A1	Value $13,200	Age Days 924	Age Bucket 30+ days	Risk Critical	Estimate Owner Jordan Lake	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 924 days, is assigned to Jordan Lake, and is in the critical follow-up window.
Rank #3	Urgency Urgent	Action Follow-up	Customer Dakota Maple	Phone 416-555-2934	Email dakota.maple.19934.0@example.test	Address 834 Sample Ridge Road, Example Harbour, ON, A8A 0A8	Value $13,200	Age Days 763	Age Bucket 30+ days	Risk Critical	Estimate Owner Avery North	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 763 days, is assigned to Avery North, and is in the critical follow-up window.
Rank #4	Urgency Urgent	Action Follow-up	Customer Jamie Maple	Phone 416-555-2954	Email jamie.maple.19953.1@example.test	Address 853 Sample Ridge Road, Example Harbour, ON, A0A 1A1	Value $13,200	Age Days 744	Age Bucket 30+ days	Risk Critical	Estimate Owner Jordan Lake	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 744 days, is assigned to Jordan Lake, and is in the critical follow-up window.
Rank #5	Urgency Urgent	Action Follow-up	Customer Jamie Summit	Phone 416-555-3114	Email jamie.summit.20114.0@example.test	Address 214 Sample Ridge Road, Example Harbour, ON, A8A 0A8	Value $13,200	Age Days 583	Age Bucket 30+ days	Risk Critical	Estimate Owner Avery North	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 583 days, is assigned to Avery North, and is in the critical follow-up window.
Rank #6	Urgency Urgent	Action Follow-up	Customer Dakota Summit	Phone 416-555-3134	Email dakota.summit.20133.1@example.test	Address 233 Sample Ridge Road, Example Harbour, ON, A0A 1A1	Value $13,200	Age Days 564	Age Bucket 30+ days	Risk Critical	Estimate Owner Jordan Lake	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 564 days, is assigned to Jordan Lake, and is in the critical follow-up window.
Rank #7	Urgency Urgent	Action Follow-up	Customer Dakota Maple	Phone 416-555-3294	Email dakota.maple.20294.0@example.test	Address 394 Sample Ridge Road, Example Harbour, ON, A8A 0A8	Value $13,200	Age Days 403	Age Bucket 30+ days	Risk Critical	Estimate Owner Avery North	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 403 days, is assigned to Avery North, and is in the critical follow-up window.
Rank #8	Urgency Urgent	Action Follow-up	Customer Jamie Maple	Phone 416-555-3314	Email jamie.maple.20313.1@example.test	Address 413 Sample Ridge Road, Example Harbour, ON, A0A 1A1	Value $13,200	Age Days 384	Age Bucket 30+ days	Risk Critical	Estimate Owner Jordan Lake	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 384 days, is assigned to Jordan Lake, and is in the critical follow-up window.
Rank #9	Urgency Urgent	Action Follow-up	Customer Jamie Summit	Phone 416-555-3474	Email jamie.summit.20474.0@example.test	Address 574 Sample Ridge Road, Example Harbour, ON, A8A 0A8	Value $13,200	Age Days 223	Age Bucket 30+ days	Risk Critical	Estimate Owner Avery North	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 223 days, is assigned to Avery North, and is in the critical follow-up window.
Rank #10	Urgency Urgent	Action Follow-up	Customer Dakota Summit	Phone 416-555-3494	Email dakota.summit.20493.1@example.test	Address 593 Sample Ridge Road, Example Harbour, ON, A0A 1A1	Value $13,200	Age Days 204	Age Bucket 30+ days	Risk Critical	Estimate Owner Jordan Lake	Job Type Heat Pump Replacement	Status Follow Up	Recommended Next Step Call the customer today. This $13,200 estimate has been open for 204 days, is assigned to Jordan Lake, and is in the critical follow-up window.

Showing 1-10 of 390 rows

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Data Notes

Last 30 days compared to Prior period: July 4, 2026 to August 2, 2026.
Source: Housecall Pro read-only reporting rows.
Last sync: Not run - No Housecall Pro sync run recorded.
36 accepted estimates / 60 estimates created. Next: Compare accepted-over-created estimates against HCP estimate reports for the same date range.

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Sales/Estimator Open Estimate Risk

Shows who owns open value and stale follow-up risk.

Estimate Owner

Showing 2 of 2 rows


Estimate Owner Avery North	Opportunities 30No change vs previous 30 days	Sold Jobs 18No change vs previous 30 days	Close Rate 60%No change vs previous 30 days	Sold Revenue $112,996↓ $214 vs previous 30 days	Average Ticket $6,278↓ $12 vs previous 30 days	Lost Revenue $27,018↓ $20,991 vs previous 30 days	Open Estimate Value $38,933↑ $2,464 vs previous 30 days
Estimate Owner Jordan Lake	Opportunities 30No change vs previous 30 days	Sold Jobs 18No change vs previous 30 days	Close Rate 60%No change vs previous 30 days	Sold Revenue $111,871↓ $2,464 vs previous 30 days	Average Ticket $6,215↓ $137 vs previous 30 days	Lost Revenue $39,308↑ $3,589 vs previous 30 days	Open Estimate Value $38,558↑ $2,464 vs previous 30 days

Showing 1-2 of 2 rows

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