Quote follow-up
Win back the quotes that used to go quiet. Every one gets chased on day 2, 7 and 14, from your number, until the customer gives you an answer.
6hours a week back, typically
Text to the customer, day 2
Hartley Plumbing
Text message
Hi Sarah, it's Hartley Plumbing. Just checking our quote for the hot water swap landed okay. Any questions, reply here and Dan will sort it.
Happy to go ahead? Approve it in one tap: hartley.jobber.com/q/4821
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 checked every morning
Any quote that's been sent but not approved or declined gets picked up, along with the customer, the job and the amount.
- 02
A short text on day 2
A friendly check-in from your business number asking if they've got any questions. It names the job, so it doesn't read like a mass message.
- 03
An email on day 7
The quote is attached with the approve link from your job software, so the customer can say yes in one tap.
- 04
A last nudge on day 14
It asks plainly whether they want to go ahead, hold off, or close it out. A no is useful too, and the reason gets logged.
- 05
Replies sent to the right person
A yes marks the quote approved and drops the job into the booking queue. A question about price or scope goes to whoever wrote the quote.
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 that asks for a discount, changes the scope or sounds unhappy goes to the person who wrote the quote. The system never changes a price.
What it's worth
What those hours add up to.
6 hours a week, over 46 working weeks, is 276 hours a year. At $50 an hour, that’s
$13,800
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Quotes go out from the van or the office and then sit there. Nobody has time to ring round, so the only ones that get chased are the big ones you happen to remember. Plenty of the rest go to whichever firm followed up first.
What we build
- Open quotes checked every morning
- A short text on day 2
- An email on day 7
- A last nudge on day 14
- Replies sent to the right person
A month in
No quote goes quiet without three follow-ups. Firms typically win back around one in five that used to die in the inbox, and every Monday you see what you won, what you lost and why.
Why the follow-up matters more than the price
Most quotes that die don't die on price. The customer got busy, the email went to a folder, or they meant to ring back and forgot. A short, polite check-in a couple of days later catches a lot of those.
You set the schedule. Plenty of firms want the estimator to ring on big jobs instead of sending a text, so on those the system reminds the estimator and only chases the smaller quotes itself.
What you see each week
A short Monday summary lists quotes sent, won, lost and still open, plus the reasons customers gave when they said no. Give it a few months and it tells you whether you're losing on price, on speed, or on something else entirely.
FAQ
Will customers find quote follow-up texts annoying?
Most don't, because quote follow-up is three short messages over two weeks, each one about their own job. The customer can reply STOP at any point and the follow-up ends for that quote.
Our job software already sends quote reminders. Why do we need this?
Built-in quote reminders send the same email to everyone and don't read the replies. This follow-up picks the channel, reads what comes back and hands questions to whoever wrote the quote. We switch the built-in reminders off so customers don't get both.
Can it follow up big commercial quotes too?
Yes, but most trades owners want a person on the big ones. We set a value limit, and above it the system reminds your estimator to ring instead of messaging the customer.
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