Quote visit confirmations
Fewer wasted trips. Every quote visit gets a short confirmation the day before, with an easy way to move it.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Tomorrow's appointments listed
Each evening the calendar is checked for every quote visit and sales call booked for the next day.
- 02
A short note for each one
Two or three sentences: the time, who's coming, and one detail from the booking so it reads like it came from your office. Sent by text where the customer agreed to it, or by email.
- 03
An easy way to move it
A link to pick a new time if the slot no longer works, so a cancellation becomes a reschedule.
- 04
Replies routed to the office
A reschedule, a question about access or a cancellation goes to whoever runs the diary, and the calendar is updated.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Cancellations and anything unusual go to the office. The system never cancels a visit on its own.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Someone rings round about tomorrow's appointments if they have time. When they don't, the estimator drives forty minutes to an empty house.
What we build
- Tomorrow's appointments listed
- A short note for each one
- An easy way to move it
- Replies routed to the office
A month in
Fewer forty-minute drives to an empty driveway, more forgotten visits turned into reschedules, and tomorrow's diary settled by the end of today.
FAQ
Does it get the time zone right for customers out of area?
Yes. The confirmation uses the time where the visit happens, and we test that before it goes live.
What if we already send reminders from Jobber?
Then we don't double up. We look at whether your existing Jobber reminder is specific enough, and only replace it if ours does a better job.
More for sales & follow-up
See them all →Next step
Bring this one to a free live build.
Thirty minutes on quote visit confirmations. We build its elf with you, live, and you keep it.