Estimate follow-up
Every open quote on a board with a scheduled sequence that stops the instant they reply, plus contracts signed on a phone and invoices with payment links.
Estimators write quotes and send them out, then get bogged down in daily firefighting. Follow-up becomes sporadic, and customers forget or choose someone else.
Every open quote goes on a board, then gets a scheduled sequence on day 1, 3, 7, 14 and 30 that stops the instant they reply or you mark it won or lost.
Send an estimate or an agreement by text. They tap, read it, and sign on their phone.
Invoice from the same system that holds the conversation and the job, with a payment link attached. Card or ACH, marked paid on its own.
Estimate Follow-Up: The system asks the awkward question five times so nobody on your team has to ask it once.
Every open estimate gets consistent follow-up until it's won or lost.
Digital Contracts & Signatures: No printing, no scanning, no driving paperwork around, and no waiting for somebody to get back to a computer.
The gap between yes and signed closes to minutes.
Invoicing & Payment Links: The money moves inside the system already tracking the customer, instead of across email, paper and a processor nobody reconciles.
Customers can pay from a link on their phone.
Keep the estimate moving
Every open estimate gets a follow-up on day 1, 3, 7, 14 and 30. It stops the moment they reply or you mark it won or lost.
- Event: Estimate #1048 · Day 7
- Automatic: Hi Jamie, it's Demo Home Services following up on your water-heater replacement estimate. Any questions we can answer?Automatic · day 7 follow-up
- Customer: Could you do it next Tuesday?
- Event: Follow-up stopped · handed to your team
- Your team: Hi Jamie, it's Sarah. Tuesday works. I'll text you the agreement so you can sign it from your phone.Your team · Sarah, from the shared inbox
Follow-up stops the moment the customer replies or you mark the estimate won or lost. The conversation then belongs to your team.
Estimate Follow-Up: On its own: $149/month
Digital Contracts & Signatures: On its own: $49/month
Invoicing & Payment Links: On its own: $49/month
Or included in The Front Office at $1,299/month + $2,000 setup
Common questions
Run a Systems Check
In fifteen minutes, we'll identify where follow-up breaks down and tell you whether it should be automated, clarified, or left with a person.
Run a Systems Check