Illustrative scenario · Not a customer case study
Roofing and other contractors: the revised estimate
- Problem
- A customer was promised a revised estimate. The estimator thinks sales owns the next step; sales thinks the estimator sent it.
- Responsibility
- Make the commitment, owner and deadline visible; follow up internally; prepare the permitted customer update. What carries forward: the revised scope, who owns the estimate and the date it was promised, ready for the next call with that customer.
- Boundary
- Sending a proposal, changing a price or making a new delivery promise follows the authority agreed for that role.
- What to measure
- Time spent chasing estimates, confirmed on-time sends and genuinely additional accepted work. A sent estimate is not a won job.
