Automatic follow-up on unsold estimates for trades contractors

What owners tell us about unsold quotes

Owners rarely name quote follow-up as their biggest problem. It hides. Nobody sees the quote that quietly went cold.

When they do talk about it, they say things like “I do let things get away from me” and “Today, nothing proactive.” Meanwhile the customer is not waiting. As one owner put it: “They get the quote, they probably shop it to four or five other people.”

Why quotes go cold

• Speed matters. Won jobs close in a median of 7 days at the client where we measured it. After that the quote is cold, and nothing tells you.
• Reminders depend on a click. At one company, follow-up reminders only fired if the salesperson marked the quote as sent. Plenty never got marked, so they never got chased.
• Follow-up lives in three places. One office ran a weekly report from its CRM, sorted it in Excel, printed it onto a calendar and checked names off by hand.
• Estimators chase the jobs they want most. The rest sit.
• The estimating tool goes stale. Nobody goes back to update a quote after the visit, so the list of open quotes is never right.

How we set it up on the tools you already use

We start where your quotes already live: your estimating tool, your CRM, or QuickBooks estimates. You do not switch software. Then we set the rules with you.

• When a quote counts as sent: the moment it is emailed from your system, not when someone remembers to click a button.
• Who gets the nudge: the customer, the estimator, or both. Some owners want texts and emails to go straight to the customer. Others want the estimator to make the call. We build it your way.
• When it fires: a schedule you pick, for example a few days, a week, two weeks and a month after the quote goes out.
• What it says: messages in your words, from your company.
• When it stops: the moment the quote is won, lost, or put on hold.

What the owner sees

• Every open quote chased until it is won or lost.
• A weekly report of open quotes by estimator, and who followed up.
• Won and lost quotes marked in your system, so your close rate is real.

Proof

• At one client we found 146 open quotes worth $2.2M with zero follow-up.
• At a garage door company in Bend, Oregon, every open quote now gets a reminder to its salesperson at day 7, 14 and 30. Emailing a quote marks it as sent on its own, and the owners get a report every Monday showing follow-up by salesperson.
• We added $1M+ in revenue for clients in 2026.

What it costs and how long it takes

A flat fee to build it, then a monthly fee to run it. We quote both on a free 30-minute call once we know your tools. No hourly bills. No surprise invoices.

Quote follow-up is live in 30 days or your money back.* The 30 days start the day we have working access to every system involved. It only takes 3 to 5 hours of your team's time and our team will do the rest.

*Terms in writing before we start.

Where to go next

Quote follow-up is one of several places owners start. See where AI helps a trades business, or how real-time job costing shows which won jobs actually made money.