Follow up on open quotes automatically
Every quote gets a friendly nudge after 3 and 10 days, so fewer go quiet.
The problem
Many quotes are never answered, not because the customer said no, but because they got busy.
What it could earn or save you
Rough estimate- Time
- About 1 hour a week
- Money
- Could convert more existing quotes into jobs
How we got this: Based on not tracking and writing follow-ups by hand. Your results depend on your business; this is an illustrative estimate, not a guarantee.
How to switch it on
- 1
Use a tool with quote follow-ups (Jobber and Housecall Pro both have them), or a Google Sheet plus Zapier.
- 2
Set follow-ups at 3 days and 10 days after sending.
- 3
Use the templates below. Keep them short and helpful, not pushy.
- 4
Mark quotes as won/lost so you can see which follow-up works.
Tools you can use
- JobberVisit site (opens in new tab)
Quotes, scheduling, invoicing and follow-ups for service businesses.
- Housecall ProVisit site (opens in new tab)
Field-service software with quotes, invoices and review requests.
- ChatGPTVisit site (opens in new tab)
AI assistant for writing messages, quotes and posts. Free plan available.
Tool links are plain links for now. Some may later become affiliate links, which will always be labelled. Check each tool’s current pricing on its site.
Template and prompt
Day 3:
Hi {name}, just checking you got the quote for {job}. Happy to answer any questions or adjust it. You can approve it here: {link}Day 10:
Hi {name}, I'm planning next month's work. If you'd like to go ahead with {job}, reply and I'll hold a slot for you.