Keep estimates on the radar
Give customers a timely opportunity to revisit their estimate.
ESTIMATE FOLLOW-UP AUTOMATION
You sent the estimate.
Keep the conversation moving.
Thoughtful follow-up for unanswered quotes, so your team can spend less time chasing and more time helping customers.
Reduce manual chasing
Reduce repetitive check-ins while keeping your team involved.
Bring questions to your team
Collect customer questions so the right person can clarify the next step.
HOW IT WORKS
From sent estimate to a clear next step.
Estimate sent
An estimate is sent and recorded in your connected system.
Follow-up scheduled
An approved check-in is scheduled according to the agreed timing.
Customer responds
The customer can ask a question, share an update, or request the next step.
Team takes over
Questions and relevant details are passed to your team.
SAMPLE WORKFLOW
See the question.
Know the next step.
Sample workflow — illustrative data
CR
Cedar RoofingAutomated assistant · example
ESTIMATE SUMMARY
Estimate Q-1042
- Service
- Roof repair
- Customer question
- Materials removal
- Status
- Needs team response
- Follow-up
- Paused
Your team stays in control of scope and pricing.
The customer’s question is passed to the team for clarification.
FOLLOW-UP TIMING
A check-in schedule that fits your sales cycle.
- Day 2
A first check-in about the estimate.
- Day 5
A reminder if there has been no response.
- Day 10
A final check-in if appropriate.
Pause on reply
Stop on acceptance or decline
Stop on opt-out
Respect contact limits
Example intervals — timing and reminder limits are agreed during setup.
Available stopping rules depend on connected-system support and reliable status updates. These intervals are not mandatory, and not every customer receives every message.
KEY FEATURES
Features that keep your estimate follow-up simple.
Approved message templates
Use clear, professional messages that reflect your business.
Estimate status triggers
Explore follow-up based on recorded estimate status.
Configurable timing
Choose intervals and reminder limits that suit your sales process.
Reply summaries and handover
Pass customer questions and relevant context to your team.
Optional quoting-system connection
Explore using estimate details and status from a supported quoting system.
Optional CRM connection
Discuss keeping relevant conversations and next steps in your CRM.
Available connections, status updates, and messaging channels are confirmed during setup.
Where configured, AI assists with approved wording and reply handling. Your team confirms scope, pricing and terms.
TRADES AND SERVICES
Works for common trades
and service businesses.
Roofing
Keep roof repair and replacement estimates moving with relevant follow-up.
Painting
Check in on painting quotes and bring customer questions back to your team.
Landscaping
Follow up on landscaping proposals and capture questions about the next step.
CONNECTIONS
Connect your quotes with your follow-up.
Quoting or CRM system
Use relevant estimate details and recorded status.
Estimate follow-up workflow
Approved messages follow the agreed timing and stopping rules.
Customer reply and team notification
Send questions and relevant context to the right person.
Available connections, status updates, and messaging channels are confirmed during setup.
SETUP PROCESS
A straightforward setup for your team.
Review how you send estimates
Discuss your current estimate process and quoting tools, if any.
Agree messages and timing
Approve the follow-up wording and a suitable check-in schedule.
Define handover and stopping rules
Agree how questions reach your team and when reminders should stop.
Test before launch
Review the configured messages, timing and handover before activation.
FREQUENTLY ASKED QUESTIONS
Common questions.
Can this work with my quoting system?
We review your current quoting or CRM system and confirm the available connection options before proceeding.
Can we change follow-up timing?
Yes. Timing and reminder limits are agreed around your sales process and the tools being connected.
What happens when a customer has a question?
Scheduled reminders can pause while the question and relevant estimate details are passed to your team.
Will messages stop when an estimate is accepted?
Where the connected system provides a reliable acceptance status, the workflow can use it to stop further reminders. We confirm this during setup.
