Follow up on every quote, automatically.

Most quotes that go quiet aren't a no. The customer got busy. The quote follow-up checks in 2, 5 and 12 days after every quote you send, in your voice, and hands the conversation to you the moment they reply.

Start with the quote follow-up See pricing

Quote follow-up: a one-minute walkthrough (captions on screen, no sound).

Open the one-minute walkthrough on its own page (easy to share with a partner or your office manager).

What it does

Three friendly check-ins per quote, spaced out, during your business hours.
Any reply stops the follow-ups and comes straight to you. Send a revised quote and the follow-ups restart for the new version.
"Check back in the spring" is snoozed until then. "We went with someone else" comes to you with the reason, so you learn why you lose.
Picks up the estimates you send from QuickBooks, Jobber, Housecall Pro, FreshBooks or Zoho Books on its own, or a quote list exported from any software.
Your weekly results show quotes won.

What your customers get

Example: the day-5 check-in

Subject: Your kitchen remodel quote

Hi Mark,

Wanted to check in on the quote I sent last week for the kitchen remodel. Happy to walk through any of it, adjust the scope, or answer questions.

If the timing isn't right, just let me know when to check back.

Thanks,
Tom
Northline Builders

Every email starts as a draft you approve, edit or skip, until you switch the agent to send automatically.

How it works

Sign up and pick this agent.
Pay the setup fee by card and get a sign-in link right away.

Connect what you use.
Import the quotes you've sent (or connect QuickBooks: estimates you emailed are picked up automatically).

Approve, then let it run.
Approve the first emails yourself. Switch to automatic when you're ready.

Results every Monday.
Quotes won, and anything that needs you.

Pricing

$200/month + $750 setup for one agent · each extra agent $100/month + $400 setup · all six $500/month + $2,000 setup. No contracts, cancel any time.

Built for

⌂Contractors and remodelersBids, progress invoices and your subs' insurance, followed up. Quote follow-up · Paperwork chaser · Invoice chaser ❦Landscaping and lawn careEstimates followed up through the spring rush. Quote follow-up · Missed-call text-back · Receipt chaser ✦Cleaning companiesWin more bids and get commercial accounts to pay. Quote follow-up · Invoice chaser · Missed-call text-back ≈Plumbing and HVACText back every missed call and chase install quotes. Missed-call text-back · Quote follow-up · Invoice chaser

Doing it by hand for now? Use our free quote follow-up email templates.

Read the full guide to the quote follow-up →

Questions

Which quotes does it follow up on?

The ones you import or the estimates you email from QuickBooks. Quotes that are accepted, declined or answered stop getting follow-ups.

What if the customer says not now?

A reply like "check back in the spring" is snoozed until then, and the follow-up restarts at that time.

Does it work for service businesses, not just builders?

Yes: any business that sends quotes or estimates, including trades, landscapers, cleaning companies and agencies.

Can I approve the emails first?

Yes. Every email starts as a draft until you switch the agent to send automatically.

What does it cost?

$200/month plus $750 setup on its own, $100/month as an extra agent, or part of all six for $500/month.

The other agents

Invoice chaserGet paid without chasing.Missed-call text-backNever lose a caller to voicemail.Paperwork chaserEvery sub's insurance on file, always current.Receipt chaserStop chasing your team for receipts.Review requestsAsk every customer for a review, every time.

Stop chasing. Start collecting.

Set up in an afternoon. You approve every email until you switch it to automatic.

Get started See pricing