You sent the estimate.
Give it a stronger
follow-through.
You measured the job, priced the materials, and earned a place on the homeowner’s shortlist. Keep that opportunity moving with professional follow-up messages, organized quote tracking, and a clear next step.
We help contractors build a dependable process around the estimates they already send—using existing software or starting with a simple system.
$129/month with compatible existing software · $179/month without an existing system
Your next job could begin with a conversation you already started.
A customer who goes quiet may still be interested. Make it easy for them to reconnect.
They may be comparing materials, discussing the budget, waiting on a spouse, or wondering what happens next. A helpful check-in gives them a reason to reply.
Meanwhile, you are managing crews, buying supplies, visiting properties, and finishing the work already on your calendar. Remembering every open estimate becomes another task competing for your attention.
We help turn scattered follow-up into a clear routine: which quote needs attention, what the message should say, and who takes over when the homeowner responds.
Give every open estimate a place and a plan.
Built for contractors who already receive inquiries and send quotes—and want a more consistent way to follow through.
Keep the conversation open.
Use messages approved by your business to confirm receipt, invite questions, and offer a clear next step. Your wording reflects your service and the way you want customers to be treated.
Know where things stand.
Organize estimates into useful stages: sent, follow-up due, customer replied, won, and closed. Find the next action without digging through old texts, emails, and notes.
See what needs attention.
Review recorded quote activity in a simple monthly summary. See open estimates, follow-ups, responses, and outcomes so you can decide where to focus.
A practical plan for the way you work today.
Keep compatible software you already use, or start with a basic system. Each plan covers one business, one primary home-service niche, and one estimate follow-up workflow.
Put Your Software to Work
You already have a place for customers and estimates. Let’s build a more useful follow-up process inside the tools you have.
- Review of your current estimate follow-up process.
- One workflow configured within compatible software features.
- Three customized follow-up message templates approved by you.
- Clear quote stages and follow-up task reminders.
- Automated sending where your software and account support it.
- A simple monthly activity and quote-status summary.
- One monthly adjustment to the existing workflow or messages.
Build Your Follow-Up Foundation
Your quotes are in notebooks, texts, or scattered files. Start with an organized tracker and a follow-up routine built around your primary service.
- Setup of a basic quote tracker in an agreed tool.
- Customer, project, quote date, value, and next-action fields.
- One follow-up workflow tailored to your primary service.
- Three customized follow-up message templates approved by you.
- Task reminders and supported automation where available.
- A simple monthly activity and quote-status summary.
- A walkthrough and one monthly workflow or message adjustment.
Monthly service rates shown. Software subscriptions, text-message charges, paid integrations, and other third-party costs are separate if needed and require your approval. Compatibility, quote volume, setup scope, billing, and cancellation terms are confirmed before enrollment. Custom integrations and additional workflows require a separate quote. Booked jobs and revenue are not guaranteed.
Follow up like the contractor customers want to hire.
Your follow-up should be helpful, clear, and respectful. We help prepare messages that check in, invite questions, and explain how customers can move forward.
You approve the wording and timing before launch. Customer replies go back to the person responsible for the job, so your business stays in control of pricing, availability, and commitments.
Clear stop rules address accepted estimates, declined jobs, and requests to stop contact. Your process is designed around the customer conversation.
Let’s Organize My Follow-UpA helpful question can reopen the conversation.
Effective follow-up does more than ask whether someone has decided. It helps remove the uncertainty that stands between an estimate and the next step.
Confirm the quote arrived. Invite a question about materials or scope. Offer to explain the process. Your sequence gives each check-in a useful purpose.
We agree on timing around your trade and sales cycle, with automation or manual reminders based on what your tools support.
Bring your business. We’ll help organize the follow-through.
Tell us how you quote.
Complete the form below with your service, current tools, estimate volume, and biggest follow-up challenge. Choose a plan or ask for help deciding.
Approve the process.
We confirm compatibility, scope, and outside costs. You review the message sequence, timing, quote stages, and customer handoff before launch.
Start with a clear routine.
The workflow is tested before launch. You learn how to keep records current, handle replies, and review recorded follow-up activity each month.
Clear answers for busy contractors.
Can I keep the software I already use?
That is the starting point for the $129 plan. We review your platform and subscription features before confirming what it supports. Some tools allow automated sending; others support reminders and prepared messages for manual follow-up.
What if I mostly use my phone and a notebook?
The $179 plan starts with a basic quote tracker and a follow-up routine. Customer details, open estimates, and next actions are organized in an agreed tool that fits the scope of your service.
Will this bring me new leads?
These plans focus on inquiries and estimates your business already receives. Advertising, lead generation, and website management are separate services.
Who answers questions and closes the job?
Your business handles replies, site visits, negotiations, scheduling, and final agreements. The system supports consistent follow-up and makes the next action easier to identify.
Will every message go out automatically?
Sending depends on the selected tools, available features, and approved contact permissions. Where automated sending is unavailable, reminders and prepared templates support a manual process.
What keeps the monthly summary accurate?
Summaries use information recorded in your system. Your team keeps customer responses, quote outcomes, and job statuses current so the report reflects your actual activity.
Keep building.
Keep your opportunities moving.
You have already invested time in earning the inquiry, visiting the property, and preparing the estimate. Put a dependable process behind the next conversation.
Complete the form here on this page. Tell us about your trade, your estimates, and the tools you use. We’ll review your needs and explain the right starting point.
Choose your starting point.
- $129 per month: Configure follow-up using compatible software your business already has.
- $179 per month: Start with a basic quote tracker and a follow-up process built around your service.
- Need help choosing? Select “I’m unsure which plan fits” in the form.
Bring us the part of your follow-up that keeps slipping through the cracks. Let’s give it a clear next step.
This form is an inquiry, not enrollment or payment authorization. Compatibility, scope, service terms, and any third-party costs are confirmed before you decide to proceed.
