Skip to content

Automatically follow up on every estimate

Stop losing jobs because customers did not respond to your quote. You spent an hour on the estimate and the drive; then it goes quiet, and quiet turns into a no you never actually received. This is the part to hand over: a sequence that checks in by text and email on your schedule, stops the moment the customer answers, and tells you why it stopped.

  • 14-day free trial
  • No contracts
  • Cancel anytime

A campaign goes out to one audience by SMS and email. A customer replies, their status changes to Engaged, the replied-in-the-last-30-days segment count rises by one, and an AI follow-up is drafted for the team to approve.

— Sound familiar? —

What happens to a quote nobody chases

Day one, you send it

The customer says thanks and that they will discuss it. Everyone means it at that point.

Day four, you mean to call

Something urgent lands instead. The quote drops below the line where you would notice it.

Day thirty, it is gone

No decision was ever made. They went with whoever stayed in touch, and you never found out why.

The job did not go to a better quote. It went to a better follow-up.

The follow-up, on a clock

Set the cadence once; every estimate gets the same follow-through.

A campaign goes out to one audience by SMS and email. A customer replies, their status changes to Engaged, the replied-in-the-last-30-days segment count rises by one, and an AI follow-up is drafted for the team to approve.

  1. Estimate sent
  2. 2 hours
  3. 1 day
  4. 3 days
  5. Customer responds
  6. Booked or handed over

How the follow-up runs

  • It starts itself

    When an estimate goes out and no answer comes back, the sequence begins. Nobody has to remember.

  • It checks in on your schedule

    Text and email at the intervals you choose — a day, three days, a week, a month for longer jobs.

  • It stops when they answer

    A reply, a booking or an opt-out ends it immediately. Nobody gets chased after they have responded.

  • It tells you what happened

    The run history records why each sequence stopped, so any individual estimate can be accounted for.

What it is built on

Follow-up sequences

Set the cadence once

Ready-made sequences you can edit, running by text and email with exit rules that end the moment a customer replies, books or opts out. See drip campaigns.

AI Employees

Messages you approve first

Each message is drafted from your services, prices and service area, and waits for your approval until you decide a conversation can run on its own. See AI Employees.

Booking

A way to say yes immediately

Every follow-up carries your booking link, so a customer who is finally ready does not have to phone you back. See appointment scheduling.

Reporting

Know what is still open

See replies and bookings per campaign, and check the run history on any single contact. See reporting.

You stay in control of what gets sent

Automated does not have to mean unattended.

Approve before it sends
Every AI-drafted message waits for you until you switch that conversation type onto Autopilot.
Stop rules you set
Replies, bookings and opt-outs end a sequence. Quiet hours are respected. Nobody is chased indefinitely.
Consent handled properly
Consent is recorded and STOP requests are honoured automatically, with A2P 10DLC registration built into setup.

Frequently asked questions

How many times will it chase someone?

As many as you set, and no more. The sequences ship with a sensible cadence you can edit, and every one of them ends the moment the customer replies, books or opts out.

Is this different from what my field-service software already does?

Often less different than you would hope, and we would rather say so. Several field-service systems and messaging platforms ship estimate follow-up now, sometimes on higher plan tiers or as paid add-ons. What is genuinely different here is that each message waits for your approval before it sends, and that the price is published.

Will it annoy customers?

It follows the cadence you choose and stops on any answer, including a no. The messages are drafted from your own information, so they read like your business rather than a template, and you approve them until you are happy to let them run.

Do I have to change how I produce estimates?

No. Works alongside the tools you use to run jobs. Keep quoting the way you quote today; this handles the conversation after the quote goes out.

Can I see why a sequence stopped for one customer?

Yes. The run history records the exit reason for each contact — replied, booked, opted out, or ran to the end — so any individual estimate can be accounted for.

Stop losing jobs to silence

Every estimate gets an answer instead of silence.

Start My Free Trial

Public pricing. No contracts. Cancel anytime.

See pricing