> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Unsold estimates audience

> Follow up on estimates from the past week.

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

**1. 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](https://help.avoca.ai/outbound/audiences.md).

**2. 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.

**3. 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** |

**4. Check it and save**

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

> [!NOTE]
>
> Your tag names come from your own ServiceTitan account, so use the ones you already have.

## Next steps

Build the [workflow](https://help.avoca.ai/outbound/workflows.md) that sends the texts, then put it together in a [campaign](https://help.avoca.ai/outbound/campaigns.md).