Follow-Up

    How to Run a Rehash Program for Unsold Home Improvement Estimates

    A rehash program gives unsold estimates a structured second chance. Here's how to set one up: who owns it, which bids to work first, what to say and what to measure.

    Cameron RichardsFounder7 min read
    On this page
    1. What is rehash?
    2. Who should own rehash?
    3. Which estimates should you work first?
    4. What should rehash messages say?
    5. What should you measure?
    6. Can rehash be done by text?

    A rehash program is a structured process for following up unsold estimates so more of them turn into return visits and signed jobs. It needs an owner, a list sorted by value and age, a short cadence of specific messages and a clear way to measure what's recovered. Some companies call it bid recovery.

    What is rehash?

    Builder Prime defines rehash simply as following up on unsold estimates. ServiceTitan's contractor playbook describes giving it to a dedicated coordinator rather than leaving it to busy salespeople, and Aptly Able uses the term bid recovery for the same idea.

    Who should own rehash?

    Not the salesperson who gave the estimate, at least not alone. They're busy running new appointments. Most companies give rehash to a coordinator, an inside sales rep or an outside service, with the original rep running any return visit.

    Which estimates should you work first?

    PriorityEstimatesWhy
    1High value, 2 to 8 weeks oldStill fresh, worth the effort
    2Any value, "waiting on spouse/financing"Clear reason to follow up
    32 to 12 months oldPlans often change
    4Over 12 monthsReopen once, then archive

    What should rehash messages say?

    Specific, short and easy to answer. Mention the project and offer a next step: updated options, financing information, a smaller scope or a new install date. See estimate follow-up text templates and how many times to follow up.

    What should you measure?

    • Estimates worked
    • Replies and appointments re-booked
    • Jobs signed and revenue recovered
    • Time from estimate to signature
    • Reasons for no (price, timing, competitor), which feed back into sales training

    Can rehash be done by text?

    Yes, and it often works better than calls alone, because homeowners can answer when it suits them. Setterly runs rehash by two-way AI text: it reopens unsold estimates, handles replies and books return visits or calls with your rep. You pay per booked appointment. There is no setup fee and no retainer. CRM integration is optional for a one-off fee. See unsold estimate follow-up.

    Our published results are UK campaigns, for example Cloudy2Clear, a UK misted double glazing repair franchise: 673 appointments from 6,769 old leads. Past results, not a forecast.

    Frequently asked questions

    What is a rehash in home improvement sales?

    Following up unsold estimates to re-book a meeting or close the job.

    Who should run rehash?

    Usually a coordinator, inside sales rep or outside service, with the original rep running return visits.

    What's bid recovery?

    Another name for following up unsold estimates (rehash).

    How long after an estimate should rehash start?

    Follow-up should start within days. Formal rehash typically picks up estimates that didn't close in the first couple of weeks.

    Sources

    1. Builder Prime, how to close more sales with the leads you already have
    2. ServiceTitan, contractor playbook: rehash
    3. Aptly Able, what is bid recovery

    Works for: Windows and doors, Bath remodeling, Kitchen remodeling, Roofing

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