EARLY ACCESS LIMITED PILOT
Turn unclosed estimates into booked jobs.
Recora automatically follows up with customers who received an estimate but never booked, identifies who may still be interested, and brings those opportunities back to your team.
Free for one month of testing · No credit card required
Limited availability for U.S. Tree Service companies
UNCLOSED ESTIMATE 12 days ago
Home Service · Estimate #1842
FOLLOW-UP SENT ABC Home Services · Automated by Recora
RECOVERY CONVERSATION
Follow-up scheduled for Friday
OPPORTUNITY ACTIVE
Customer asked for more time.
Next follow-upFriday
View ConversationTHE QUIET PART OF YOUR PIPELINE
You generated the lead.
You spoke with the customer.
You visited the property.
You prepared the estimate.
Then… nothing.
Every month, service companies accumulate estimates that never turn into booked jobs.
Some customers are gone for good.
Others aren’t.
The estimate wasn’t necessarily lost. The conversation just stopped.
A SECOND CHANCE TO CONNECT
Instead of letting unclosed estimates sit untouched, Recora automatically follows up with customers and helps identify which opportunities may still be recoverable.
Your team doesn’t have to manually track old estimates, remember when to follow up, or sort through every response.
No CRM migration. No new sales process. Recora focuses on one job: bringing unclosed estimates back into conversation.
HOW IT WORKS
Connect your current CRM or sync your estimate data from a live spreadsheet (Google Sheets).
Choose when Recora starts following up, how often it reaches out, and when it stops.
Recora finds estimates that didn’t convert.
Recora follows up and understands customer replies.
Interested customers return to your team. Track recovered revenue only after your team marks a job Won and records its Actual Job Value.
FROM SILENCE TO OPPORTUNITY
Estimate #2194
ABC Home Services · Automated by Recora
SARAH
RECORA · ABC Home Services · Automated by Recora
Price concern detected · Team notified
Back in conversation
$6,200estimate opportunityCustomer intentStill interested
ReasonPrice concern
Recommended actionTeam follow-up
An opportunity, not confirmed revenue.
Yesterday it was an unclosed estimate. Today it’s a conversation your team can close.
AUTOMATION WITH A HUMAN HANDOFF
Recora handles routine recovery conversations automatically. When a customer needs a business decision, Recora keeps them engaged and brings your team in.
01 RECORA HANDLES
Recora can continue simple conversations and understand what the customer needs.
“We’re interested, but probably not until next month.”
Recora“No problem. Would you like us to follow up next month?”
02 RECORA HANDS OFF
Pricing, scheduling and scope stay with your team. Recora keeps the customer engaged without making the business decision.
“Can you do it for $3,500 instead?”
Recora“I’ll pass this along to the team so they can get back to you about pricing.”
03 YOUR TEAM TAKES OVER
Your team is alerted while the opportunity is still warm and can step into the conversation immediately.
THE FULL PICTURE, IN ONE PLACE
Know who’s responding, which opportunities are back in play, and what happened after the estimate was sent.
YOUR RECOVERY AT A GLANCE
Confirmed Won jobs
Automated follow-ups
Conversations reopened
Ready for your team
| Customer | Estimate | Response | Status |
|---|---|---|---|
| JSJohn Smith | $4,800 | Price concern | Opportunity |
| SMSarah Miller | $6,200 | Interested | Opportunity |
| MDMichael Davis | $3,100 | Next month | Follow-up |
| RWRobert Wilson | $5,400 | Competitor | Closed |
Recovered Revenue = confirmed Won jobs, using the Actual Job Value entered by your team.
Illustrative dashboard. Recovered Revenue includes jobs your team has marked as won after a Recora recovery conversation.
EARLY ACCESS PILOT
We’re currently preparing Recora for its first group of pilot companies.
EARLY ACCESS PILOT
Limited availabilityFreefor one month of testing
No credit card. No obligation to continue.
We’ll contact you personally when your pilot access is ready.
APPLICATION RECEIVED
Your application has been received. The Recora team can now review your fit for the Tree Service pilot.
Explore how Recora worksAPPLICATION SAVED
This preview saved your details on this computer. They haven’t been sent to the Recora team yet.
Explore how Recora worksA FEW GOOD QUESTIONS
A simple starting point.
A clear role in your workflow.
A Google Sheet with your open or unclosed estimates is enough to start the pilot.
No. Recora works alongside your existing workflow. You don’t need to migrate your business to another CRM.
Not yet. Google Sheets is the pilot starting point. We’ll add direct CRM connections later and list each supported system as it becomes available.
No. Once your eligible estimates are imported and your recovery rules are configured, Recora can automatically identify which estimates are ready for follow-up.
Yes. You control when recovery starts, how many follow-ups are sent and when the process stops.
The response appears in your dashboard and is automatically analyzed. Recora helps identify whether the customer is still interested, has a price concern, wants a call, is not ready yet or has moved on. The automatic sequence stops when the customer responds. Your team handles pricing, scope and closing.
No. Your team stays in control of pricing, negotiation, job scope and closing the job.
No. Recora focuses specifically on recovering unclosed estimates. Your existing CRM or business software can continue handling scheduling, invoicing, jobs and the rest of your workflow.
Recovered Revenue includes jobs that your team marks as won after the customer was re-engaged through Recora. Your employee records the Actual Job Value. Only that confirmed value is counted; a customer response or opportunity alone is not recovered revenue.
Yes. Existing estimates can be brought in through Google Sheets.
Yes. Selected tree service companies receive free access during the pilot. No credit card is required.
You’ll see your results and decide whether you want to continue using Recora. There is no obligation to continue.
THE CONVERSATION DOESN’T HAVE TO END HERE
Bring unclosed estimates back into conversation.
Let Recora
identify which customers may still be worth pursuing.
Free during the pilot · No credit card required