For small contractors
Estimate follow-up for contractors
Most contractors are great at sending estimates and terrible at following up on them, because the next job is always more urgent. A quote that nobody checks on usually goes quiet. Estimate follow-up does the checking for you.
How it works
- You send an estimate the way you always do.
- We mark it open. We add it from your alert or your Friday check-in.
- Polite check-ins go out automatically on day 3, 7 and 14, from your local texting number.
- They stop the moment the customer replies, and the reply comes straight to you.
What the texts sound like
Short and human: "Hi Pat, just checking in on the driveway estimate from last week. Any questions I can answer?" We write them with you during setup and you approve every one.
The Friday check-in
Every Friday you get one text listing your open leads. Answer with one number per lead: 1 won, 2 lost, 3 still bidding. That keeps follow-ups accurate and feeds your monthly report in dollars.
After the job
When a job is done, one thank-you text goes out with your Google review link and a STOP opt-out. No discounts or rewards for reviews, ever.
Good to know
You keep your business number. Missed calls forward to us, and texts come from a separate local texting number we provide. Setup in a day; texting goes live after carrier approval, usually about 14 days; missed-call alerts start right away.
Estimate follow-up is included in Follow-Up Pro ($297/mo), for growing teams sending estimates weekly. See all plans.