Smarter Week

How to automate it

How to automate “follow up on quotes and bids that went quiet”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a week
65%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Turn on automatic follow-ups for every quote you send

Field apps and CRMs can send a friendly follow-up on day 2, 7 and 14 after a quote, and stop as soon as the customer replies or approves.

Typically saves about 60% of the time30 min to set up
  1. 1Switch on quote follow-ups in your field app, or set up a sequence in your CRM for larger bids.
  2. 2Write two or three short follow-up messages.
  3. 3Set the timing and the stop rule (stop when approved or replied).
  4. 4Phone only the big or warm ones yourself.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO · HubSpot, Pipedrive or BuildingConnected

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

EstimatorDispatcher / service coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Estimators