What you quoted. What sold. What nobody can explain.
You know what you sold. Kopikat Research handles what you did not.
Kopikat Research reads the last ninety days of your own estimates, separates the real noes from the work that never reached an ending, and finds where the process stalled. When the evidence supports a change, this firm builds the fix or stays responsible for operating it. No new CRM, no ad spend, and no pretending every unsold dollar was lost.
Kopikat Research · Cesar Carbajal · Chicago, Illinois
What a finished count looks like · Phoenix metro HVAC, 14 techs, last 90 days
Sample figuresThese figures are samples. Kopikat Research does not publish client data.
- Estimates written
- 487
- across 90 days
- Quoted
- $2.14M
- total written
- Sold
- $1.51M
- 70.6% of quoted
- Unresolved
- $630K
- 29.4% of quoted
One number is not a finding. Six are.
The same file, split by what the estimate record actually says happened, and more usefully, by what it does not say.
Unresolved quoted revenue by reason · $630K across 142 estimates
Sample figures- No second contact$214K51 est
- Nobody knows what happened$158K38 est
- Financing stalled$96K19 est
- Price objection, never revisited$78K16 est
- Customer postponed$52K11 est
- Went elsewhere, a real no$32K7 est
The blue bar is the whole reason to look. $158,000 of written work where nobody in the building can say what happened. Not won, not lost, not postponed. Unaccounted for.
That is not a sales problem. It is a record keeping problem that costs real money.
$32,000 of it is genuinely dead. Seven customers went with another shop and said so. Those get marked dead and left alone. A company that chases a real no is training its own crew to ignore the follow up list.
It sits on top of what you already run.
ServiceTitan, Housecall Pro, Jobber. Nothing gets replaced and nothing gets migrated. The estimates stay where they are. The Kopikat app reads them and manages the one thing no CRM owns: what happens after the estimate does not close. The app is one way to run this. Some shops are better served by getting more out of what they already own, and the count is what tells you which.
Captures why the estimate did not close and what should happen next.
- Open quotes
- 9
- $112K quoted
- Handoffs
- 8 of 9
- complete
- Recovered
- $61K
- off his old quotes
- Jul 30 · $9,830 · closed by the office off his original handoff · his name stays on it
- Aug 06 · $14,200 · closed on his own second visit · his from start to finish
Sees the reason, priority, and next action without reconstructing the record.
- Johnson$18,900WarmFinancing, reviewing it with a spouse · Human call, Friday morning
- Martinez$15,400UnknownNo useful reason on record · Investigate before anyone dials
- Smith$13,800DeferredCustomer asked for September · Reminder holds until Sep 2
- Alvarez$6,150ColdPrice, never revisited · Automated sequence
- Bennett$11,400DeadWent with another shop · Marked dead, left alone
Checks whether reasons, ownership, and handoffs remain complete.
| Advisor | Handoffs | Useful reasons | Recovered |
|---|---|---|---|
| Rivera | 96% | 91% | $61K |
| Soto | 94% | 89% | $48K |
| KempReview | 49% | 52% | $9K |
Sees the unresolved book, the recovered result, and what the operation produced.
- Unsold book
- $630K
- 142 estimates, last 90 days
- Recovered this month
- $47K
- 5 jobs, split four ways below
- Explained
- $472K
- a reason on every row
- Unexplained
- $158K
- no useful reason yet
- Kopikat initiated
- $21K
- Kopikat assisted
- $14K
- Inbound, no Kopikat touch
- $8K
- Unclear
- $4K
All four are the shop's money. Only the first two are ever counted as this firm's contribution.
The count is how a shop finds out what its own app would show.
See how each view worksCount, investigate, recover, prevent.
In that order, and the second one is the one nobody else does. Most of this business jumps from 'you have a pile' straight to 'we will message it.'
Count
Quoted against sold, estimate ages, how many got a second contact. Counted together in the recovery review, on your own screen, out of your own records.
Output: the size of the pile.
Investigate
Why each one stopped. Never contacted again, price never revisited, financing never offered, a genuine no, or nobody knows, which is its own finding.
Output: a reason against every row.
Recover
Only the ones that earn another attempt. Calls, texts, email, financing re offers. The dead ones get marked dead.
Output: booked jobs off old paper.
Prevent
So the next pile does not form. Follow up rules, stages, ownership, timing, and a report that says whether it worked.
Output: fewer estimates that need recovering at all.
The old pile is the proof. The process is the fix.
What participating shops receive.
Brief guidance based on the conversation, plus a newsletter with useful HVAC industry data and findings from the research.
The Research Program does not review customer records, estimate exports, financial figures, or company numbers. Working with a shop's actual evidence begins with the paid Diagnostic. What a participating shop shares stays private. Kopikat publishes industry-level knowledge, never a shop's identity, records, numbers, or operating details.
Ask about the research programWhat Kopikat Research does not do.
- No revenue guarantees. The recovery percentage is not known in advance.
- No ad management, new CRM, platform migration, or accounts held in this firm's name.
- No selling recovery work to a shop that is already flat out, or stacking competing shops in the same market.
- No case studies that do not exist, and no calling every unsold dollar lost revenue.
One call first. The count comes after it.
The first call settles one thing, which is whether there looks to be enough unsold volume here to be worth a serious look. If there is, the next conversation pulls up your last ninety days and counts them with you. Both are free.