← Home Service Companies

Quote Follow Up for Contractors

You already did the work to quote it. Get the answer.

The site visit is done, the quote went out, and then nothing. Plenty of quotes are not rejected, they are just forgotten. The homeowner meant to reply and got busy. Following up is the highest return thing a contractor can do and the first thing that gets skipped in a busy week. We make it happen on every quote, on a schedule, in your words, and stop the moment they answer.

The follow up

Day 3 after a furnace replacement quote.

Your shopHi Sandra, it is Mike from [your shop]. Just checking you got the furnace quote we sent Monday. Any questions I can answer?
HomeownerWe did, thanks. Still deciding, it is more than we hoped.
Your shopTotally fair. Would it help if Mike walked you through the two options on a quick call, or sent the details on the financing we offer?
HomeownerSend the financing info
Your shopSent to your email. If you want to lock in a date, I can hold next Wednesday for install while you decide.

An illustration of the flow, written for this page. Your version uses your services, your hours and your rules.

How quotes usually go

  • Quote emailed, then nothing for two weeks
  • Follow up depends on whether the owner remembers
  • No list of open quotes anywhere you can see it
  • Lost jobs are never counted, so the leak is invisible

With Easyworks follow up

  • Every quote gets a timed sequence by text and email
  • Questions and objections go to you with context
  • Stops the moment they book, decline or reply
  • A simple list of open, won and lost quotes each week
  • Uses the quote data already in your field software

How it gets set up

Plugs into how you already quote.

  1. We look at how you send quotes today (Jobber, ServiceTitan, Housecall Pro, a PDF from email) and connect to that.
  2. We write a short sequence with you: day 2, day 5, day 12, then a last friendly close out.
  3. Replies come to you. Anything that is a yes gets booked.
  4. Every month you see how many quotes closed and how fast.

Built alongside Jobber, ServiceTitan, Housecall Pro, Workiz, FieldEdge and ServiceM8, so nothing moves out of the software you already run.

FAQ

Quote follow up questions.

Not if it is written well. Three or four short, human messages over two weeks reads as good service. We write them with you and you approve every word.

Some plans have basic reminders. If yours is set up and working, the Scan will say so and we will not sell it to you again.

Yes. A $400 repair and a $14,000 system replacement can get different timing, and big ones can go to you for a personal call instead.

You do. The phone number, the Google profile, the customer list and the conversations stay yours. If you ever leave, you take all of it.

Same trade, next leak

Other fixes for home service companies.

EASYWORKS

Count the quotes that never got an answer.

The free Scan takes about a minute and shows where this is leaking for you. If it is not, it says so.

Run the free Scan