Quote follow-up
How do you follow up on a quote or estimate?
Follow up on a quote the morning after you send it, again around day 4 with one useful detail, and once more around day 10, then stop. Keep each message short, specific and easy to answer in one word. That cadence is common practice, not a measured benchmark, and your own acceptance rate is the test. Foreman runs the same three touches automatically in your voice and stops when the quote is accepted or declined.
What is a good cadence for quote follow-up?
Three touches over about ten days. Wording is an example in a plumbing voice; use your own.
| Step | When | Purpose | Example message |
|---|---|---|---|
| Touch 1 | Day 1, the morning after the quote | Confirm it arrived & ask if there are questions | Hi Greg, this is Rivera Plumbing & Air. The quote from yesterday should be in your inbox. Any questions I can answer before you decide? |
| Touch 2 | Day 4 | Add one useful thing: a warranty point, an option, a date | Hi Greg, one thing worth knowing: the install is covered by a 10-year parts warranty & the permit is included. I can hold Thursday morning if you want it. |
| Touch 3 | Day 10 | Close the loop politely & leave the door open | Hi Greg, I will stop checking in after this one. If the timing changed or you went another way, no problem. Reply any time & we will pick it up. |
| Stop | Accepted, declined or after Touch 3 | Do not keep going | Stop means stop. A fourth message is where "persistent" becomes "pushy". |
What should a follow-up message say?
Three rules. Name the job & the amount so the customer knows which quote you mean. Give a reason to reply, such as a question, an option or a date you can hold. And make the answer cheap: one word or a time. Skip guilt, fake deadlines & anything that sounds like a competitor is about to take the slot.
What if the customer says another company is cheaper?
Do not match blindly. Ask whether the other quote includes the same scope, warranty & permit, offer to compare, & hand the conversation to the owner or estimator. Foreman does this: it points out what yours includes & passes a price dispute to a person with the thread.
How does automation do it?
It reads the open quotes from your field software, sends each touch on schedule from the number your customers know, replies to simple questions, and stops on a yes or a no. You see open and accepted quotes in the Monday report. Foreman connects to Jobber, Housecall Pro and ServiceTitan, and to the other systems on the integrations page. Consent & STOP are handled on every text; see SMS terms.
Does the first reply matter as much as the follow-up?
Yes. A quote request answered in minutes starts ahead of one answered tomorrow; see speed to lead for the research & how to measure it.
Questions owners ask
What else do owners ask about quote follow-up?
How do you follow up on a quote or estimate?
Send a short, specific message the morning after the quote, a second with one useful detail around day 4, and a polite closing note around day 10, then stop. Use the customer's name, the job and the quote amount, and make it easy to answer with one word.
How long should you wait before following up on a quote?
A day. Waiting a week lets the customer talk to other companies first. This cadence is common practice, not a study; test it against your own acceptance rate.
How many times should you follow up on an estimate?
Three touches over about ten days, then stop. Foreman works to that cadence: three touches over ten days until the quote is accepted or declined, and then it stops.
How do you follow up without being pushy?
Give each message a reason to exist: a question answered, an option, a date you can hold. Say when you will stop. Never invent urgency, and never guess a price you were not given.
Can quote follow-up be automated?
Yes. Foreman reads open quotes from the system you run (Jobber, Housecall Pro and ServiceTitan are live connections), texts in your voice on the cadence above, answers simple questions, hands a price dispute to you, and shows the open and accepted quotes in the Monday report. It is part of the $495 per location plan.
Where do these numbers come from?
Checked 10/11/2026. Vendor studies are directional, not audited. Where a figure is called an industry estimate, we could not trace it to a primary study. Your own phone log beats every number on this page.