Starts when the estimate is sent
Your team does not have to create a separate reminder list or start each message by hand.
Automatically follow up after you send an estimate.
The system sends short reminders until the customer replies, accepts, declines, books, or asks not to receive more messages.
Customers may need a reminder before they decide.
Your customer may still have questions, compare options, or wait for the right time. An estimate can be forgotten even when they still want the work done.
A short follow-up reminds them to respond and gives them an easy way to ask a question.
What the estimate follow-up does.
It starts when the estimate is sent, checks in on a schedule you approve, and stops when the customer responds.
Sends short reminders
The customer receives simple messages written to sound like your business.
Stops and alerts your team
When the customer responds, automatic reminders stop and your team receives the message.
When messages stop or go to your team.
Automatic messages stop when the customer replies, accepts, pays, books, declines, or asks not to hear from you.
Pricing questions, complaints, requests to change the work, requests to speak with a person, and questions the system cannot answer go to your team.
Talk through what happens after you send an estimate.
Choose a time below. Tell me how your team follows up now, and we will see whether automatic estimate follow-up would help.
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