Estimate reminders
Approved messages tied to open estimates.
What this service does
Estimate & proposal follow-up
Keep quoted work from being forgotten.
Stay in touch with people who already asked for a quote, without relying on someone to remember every reminder. Your team spends more time answering useful questions and less time chasing.
See it in actionHome trades · Example
Make the quote easy to revisit.
A homeowner gets a short reminder and a link to their estimate, with an invitation to ask questions.
Cleaning & property care · Example
Pick up the conversation with the quote attached.
When a customer asks about a cleaning quote, staff get the question with the original request. Automatic reminders pause.
Illustrative example · fictional details Car detailing · Example
Stop chasing a quote that is already accepted.
An accepted package leaves the estimate reminder list. Your team can focus on arranging the work.
Illustrative example · fictional details
The business payoff
What this gives you.
Less manual follow-up and fewer forgotten quotes, supporting better conversion of work you have already priced.
Replies with context
The customer’s question and quote in one place.
Follow-up that stops
Replies, decisions and opt-outs end the relevant nudges.
The practical details.
Will it keep texting someone who already said yes?
We connect acceptance and reply signals and test that they stop the sequence. If the source system lacks those signals, we require a staff update.
Can this handle renewals?
Yes. We can use a renewal date instead of an estimate-sent event and stop when the engagement is renewed.
Can AI change the price?
No. Your team controls price and scope. AI can summarize a reply or help draft an answer for review.
What does ongoing support cover?
- Monitor connection and delivery failures.
- Adjust approved copy and timing.
- Review replies, stale quotes and completed decisions.
What do you need from us?
- Your estimating or customer system, current statuses and a sample approved estimate.
- The follow-up timing, message tone and staff member responsible for replies.
- Permission records and a clear way to identify accepted, declined or expired proposals.
A straightforward connection is usually scoped at 3–7 business days after access and messages are approved.
What is included in our agreement?
Estimate writing, negotiating, discounting and authorization of work remain with your team. Custom integrations are quoted after checking your platform.
Your proposal states the setup cost, monthly scope, usage allowances and third-party fees before work starts.
How do we know it is helping?
We review the information your connected tools can measure:
- Replies on open estimates
- Time to a decision
- Accepted estimates with follow-up activity
See how it fits your industry.
Let’s make it specific
Start with your business.
Leave with a clear plan.
Tell us what you want to make easier. We’ll recommend a useful starting point and give you a clear scope and price.
Talk about this serviceImplementation references
Service capabilities depend on the connected tools and agreed scope. The tools we select depend on your existing systems and the agreed scope. Reviewed October 14, 2026.