Estimate follow-up
You sent the estimate. We help you keep the conversation moving.
Between jobs, calls and new quotes, following up can slip down the list.
We organize the estimates you approve for follow-up, send agreed reminders through your authorized email channel, and hand interested replies back to you.
Ask about this service →What we handle
- Organize approved estimates and their current status
- Prepare reminders using your approved wording and timing
- Track replies, stop requests and interested customers
- Send a concise weekly activity summary
What you control
You set prices, approve the records and messages, and make every scheduling or contractual commitment.
Monthly pilot pricing
$149 / month to start
Expanded option: $299/month.
Starter: up to 40 approved customer records per month. Expanded: up to 100. Up to two reminders per record, with contact stopping on a reply or opt-out.
Scope and access confirmed before payment. Monthly recurring subscription. Review your plan, scope and cancellation information before checkout. Service begins after onboarding and authorization checks.
Have questions first? Contact us.
A few practical questions
Will you contact everyone in our old files?
No. We only use records you authorize and check them against your exclusions and current quote status.
Do you guarantee bookings?
No. We provide a consistent follow-up process; customers decide whether to book.
Do we need new software?
We first check whether your existing email or business system supports authorized access. Any extra software cost needs your agreement.