Follow-Up · $2,500 setup + $997/month
Your guys wrote the estimate. Then nobody called back.
It isn't a discipline problem. The person who would make those calls is the same person answering the phone, ordering parts, and going out on the emergency — so the list just sits there getting older.
What happens to every unsold estimate
- Seven to twelve touches over thirty days on every unsold estimate — not a single quote-and-wait message.
- Text first, phone where the job value justifies it. A $400 repair and an $8,000 system replacement don't get the same effort.
- Under your company's name and your number. The customer is hearing from you, not from an agency they've never heard of.
- It stops instantly the moment somebody books, replies, or asks us to stop. No sequence outlives its welcome.
- Dormant customers reactivated. At onboarding we can also run your older list — people who bought once and were never contacted again.
- Invoices chased, politely and on a visible schedule, with every message and response in the same dashboard.
- Every touch and every reply logged in the dashboard, timestamped, so you can read exactly what went out under your name.
What we actually send
Worth showing, because restraint is the thing owners are really worried about:
Day 1 — "Hi [first name], this is [your shop] following up on the estimate we sent [date] for [the job]. Happy to answer anything or get you on the schedule. Reply STOP to opt out."
Day 4 — "[First name] — did you have questions on the [job] quote? I can walk through the options or get you a time this week. — [your shop]"
Day 12 — "[First name], checking once more on the [job] estimate. If you've gone another direction that's no problem, just let me know and I'll close it out. — [your shop]"
No discount language, no countdown timers, no urgency theatre. The last message gives an easy way out on purpose instead of adding another push, and it keeps these messages transactional rather than promotional, which is also the right side of the line legally.
Your name does not go on a message without the record behind it.
Every send is gated on a stored consent record: the number, when the person agreed, the page they used, and the exact words they saw. If that record is missing, the message does not go out. That is how we keep a vendor's shortcut from becoming your liability.
It does not touch anyone who didn't ask you for a price. These are your customers, who requested a quote and gave you their number for that purpose. We will not dial a list you upload, and we will not add people who never contacted you.
It does not negotiate or discount on your behalf. It answers questions within the ranges you set and books time; it doesn't invent offers to close someone.
It does not claim a recovery rate — not here and not on a sales call. We have no measured number and won't make one up. You know your close rate; the arithmetic is yours to do.
If you don't have a CRM
That's fine, and it's not a lesser version of this product. An exported report, a spreadsheet, or an emailed list works — we'll read estimates out of whatever you actually use. Shops running on QuickBooks and a spreadsheet are exactly the ones the big field-service platforms can't help, which is a large part of why we exist.
If you're on ServiceTitan, Housecall Pro, or Jobber, we'll wire into it so bookings land where your team already looks.
What it costs
$2,500 to set up, $997 a month. Live in 14 days, or the setup fee is refunded. Month to month. Cancel any time, no notice period, no contract.
It's also the product we'd rather you start with, for a reason worth saying out loud: it is the clearest problem to measure, because the backlog it works is a number you can look at today. Full price list →
The 90-Day Unsold Estimate Audit
Check the gap before you buy.
Find out whether recent estimates are actually going without follow-up. Free, about three minutes of your time, no call required.