Estimate follow-up
Every open quote gets a follow-up.
The estimator sends the number, heads to the next job, and Thursday's check-back sits in a personal inbox.
Today
A sticky note, or the follow-up you already wrote.
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By hand
The quote that goes quiet.
The number left the office. Nobody looked to see whether the customer opened it. By the time someone remembers, the customer has hired the shop that checked back twice.
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With the system
The sequence you wrote.
Each open estimate enters the short list of messages you approved for that kind of job. The office sees who was touched, who replied, and who is still open.
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Status
Built to order.
This is not a product you switch on. We build the sequence around the way your office already sends quotes. Home services is the week we wrote it for.
Example
What a customer with an open estimate can receive.
Checking in on the estimate we sent. Reply if you still want the date held, or tell us if you have decided to pass. We will not keep writing if you ask us to stop.
How it runs
From the sent quote to the next touch.
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What comes in.
An estimate that has been sent, with the customer’s name, the job, the date it went out, and the channel you use. The field-service tool you already run can stay the place the estimate lives.
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What it does.
It waits the number of days you set, sends the next message you approved, and logs the reply. If the customer asks a question that message does not cover, the thread moves to the estimator instead of inventing an answer.
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What you get.
A list of open estimates with the last touch and the next one. The office starts the day from that list, not from a search through sent mail. You can pause one customer without stopping the rest.
Approval
The nudge can leave.
The follow-up notes you approved once, which ask whether the customer still wants the date held, can leave after the checks pass. A lower number, a discount, a promised start date, a change to the scope, or a new claim about the work waits until the person allowed to approve it writes that message. A no from the customer stops the sequence.
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The note you already wrote.
A short check-in that the estimate is still open, and a way to book or to decline. The wording is yours, used again on the days you picked.
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A new number.
Money off, a revised total, a date you are promising, or any extra work. The estimator who owns the quote sends those.
The week
Two counts, both from your own quotes.
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Which estimates are still open.
The list shows the last touch and whether the customer replied, booked, or declined. That is the week, taken from the quotes you actually sent.
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How long they sat.
You can see the days between the sent estimate and a decision, from your own jobs, over the dates you choose to look at.
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What it will not pretend.
It does not invent a close rate. If you want to compare before and after, the baseline has to come from the same source and the same kind of dates.
Beside the tools
It sits next to the software you already price in.
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Jobber, Housecall Pro, ServiceTitan.
Those are the field-service tools we plan around. The estimate stays there. If you price in something else, say so on the plan and we will tell you whether we can read it.
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When the request is still a photo.
Photo quote intake is the file before a number exists. This system starts after a person has sent the estimate.
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When they have not asked yet.
Speed to lead is the first reply. Follow-up is the later note, after the quote has already gone out.
Questions
Before the follow-up runs on the days you picked.
How many follow-ups should an open estimate get?
As many as you are willing to write, and no more. Most shops pick a short sequence and a stop rule: the customer books, declines, or asks to be left alone. We set the count with you rather than shipping a default you did not choose.
Can it offer a discount on its own?
No. A discount or a revised total waits for the person allowed to offer it. The messages that leave on their own are the ones you approved that do not change the number.
Which field-service tools can it sit beside?
Jobber, Housecall Pro, and ServiceTitan are the ones we plan around. The estimate stays in that tool. If your board is different, name it on the plan.
What if the customer says no?
The sequence stops. A no is a stop, not a prompt to try a softer offer. If you want a different message after a no, that is a separate note you approve.
Can I pause one customer without stopping the rest?
Yes. One thread can wait while the others keep the schedule you set. The list shows which one you paused.
Open quotes
Tell us how estimates are followed up now.
A sticky note, a personal inbox, or a sequence you already wish you sent. We will say whether this is the first system.