Interactive Walkthrough
Quote Follow-Up Automation
From quote sent to booked job — automated follow-ups that sound like your estimator wrote them. No leads left behind.
1/5
Step 1
Quote Sent — Clock Starts
Estimating System
Storefront Glass Replacement
1200 Market St, Suite 100
Customer
Meridian Property Group
Estimator
Dave Kowalski
Quote Amount
$28,400
Status
DraftSent to Customer
Follow-Up Sequence Started
Quote sent to customer — automated follow-up cadence begins
The moment a quote is marked "Sent," a follow-up sequence starts automatically. No spreadsheet tracking. No sticky notes. No quotes falling through the cracks.
Real Results
How many quotes did your team send last month?
Now ask: how many got a single follow-up? The average sub follows up on fewer than 60% of quotes sent.
What would a 25% increase in close rate mean for your revenue?