Unsold estimates audience

Text customers who got an estimate in the past week and haven’t said yes yet. A quick follow-up can turn an open estimate into a booked job.

Set it up

Start a new filter

Go to Products → Outbound → Audience Filters, select New Filter, and name it “Unsold estimates”. New to filters? See Create an audience.

Include open estimates

In the Include group, add these rules:

Category	Field	Setting
Estimates	Estimate Status	Open
Estimates	Created On Date	relative, from 7 days in the past to 1 day in the past

Want to focus on one kind of work? You can also add Job Type or Business Unit to the same group.

Leave out people who don't need a text

Add two Exclude groups:Group 1: estimates already decided

Category	Field	Setting
Estimates	Estimate Status	Sold and Dismissed
Estimates	Created On Date	The same dates as above

Group 2: customers you never text

Category	Field	Setting
Customer	Customer Tag	Your tags to skip, like Do Not Service or Do Not Call

Check it and save

Look at Potential Reach, select view to see the people on the list, then select Save.

Your tag names come from your own ServiceTitan account, so use the ones you already have.

Build the workflow that sends the texts, then put it together in a campaign.