AssureStep
Morning operating board for HVAC contractors
Owner configurator

Estimate Momentum Configurator

Set what counts as a stalled estimate so the Morning Board surfaces rescue revenue before quotes die quietly.

What this configurator controls

  • Which quotes count as stale enough to rescue today.
  • How much estimate value, inactivity, and replacement context matter.
  • Whether weak estimate records stay off the board.

See it on the board

The Morning Board now uses these saved estimate rules instead of a generic stale-quote heuristic.

Open the demo to see which quotes surface in Rescue Revenue under your current estimate settings.