Quote follow-up
More quotes turn into jobs. Every one gets chased on day 2, 7 and 14, and the chasing stops the moment the customer replies.
Hours back
5
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
Open quotes pulled each morning
Every quote that's been sent and not accepted or declined is listed with its value, the customer and the date it went out.
- 02
Follow-ups that mention the job
Day 2 checks the quote arrived and offers to answer questions. Day 7 picks up on anything the customer raised. Day 14 asks plainly whether to keep it open. None of them say "just checking in".
- 03
A text for customers who don't read email
Where you have a mobile number and the customer has agreed to texts, a short text goes out alongside the email.
- 04
Replies sorted for a person
A yes, a question, a price objection or a "not now" is spotted and passed to the right person with the quote attached.
- 05
A morning list of deals going cold
Who you owe a reply, which big quotes have gone quiet, and any promise that's slipped, like the revised price you said you'd send Tuesday.
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.
Any reply asking for a discount, changing the scope or raising a complaint goes to a person. The system never changes a price.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Quotes go out and the follow-up depends on whoever remembers. Some customers get chased twice, most never, and a lot of priced work just goes quiet.
What we build
- Open quotes pulled each morning
- Follow-ups that mention the job
- A text for customers who don't read email
- Replies sorted for a person
- A morning list of deals going cold
A month in
No quote goes more than 14 days without an answer, even if the answer is no. You win back jobs that used to die from silence, and you know which quotes are live, which are lost, and why.
The morning list
Alongside the automatic follow-ups, you or your office manager get one short list each morning. The most urgent things go first: a customer who replied and hasn't heard back in a day, a big quote that's gone quiet, a promise that's past its date.
We cap it at about five items, because a list of thirty gets ignored. Anything skipped comes back the next morning unless someone snoozes it.
Matching the tone to the gap
A follow-up two days after a quote reads differently from one sent after three weeks. Early notes recap what was quoted. Later ones are honest that time has passed and ask whether the customer still wants the work. Customers who said no are left alone for a cooling-off period you set.
FAQ
Won't customers find quote follow-ups pushy?
Three short messages over two weeks isn't pushy. It's less than most good salespeople send, each one is about the job they asked you to price, and it all stops when they answer.
Our quotes live in ServiceTitan, not Jobber. Does that matter?
No. Quote follow-up reads open quotes from whichever job system you use, ServiceTitan included, or from a spreadsheet if that's where they are today.
More for sales & follow-up
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Bring this one to a free live build.
Thirty minutes on quote follow-up. We build its elf with you, live, and you keep it.