Quote Follow-Up Automation

Stop letting sent quotes
die in silent inboxes.
Automate follow-up.

Service businesses lose 15% to 30% of their revenue simply because nobody followed up on sent estimates. We build automated, polite, multi-channel quote follow-up engines that connect directly to Jobber, ServiceTitan, Housecall Pro, or your CRM. Fixed price quoted in advance, delivered in 1 to 2 weeks, running in your own accounts with no monthly retainers.

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The Math

Why manual estimate follow-up fails.

Estimators and owners spend hours driving to jobs, taking measurements, and drafting proposals. Once the email sends, daily operational emergencies take over. Calling every customer feels awkward or gets pushed to "tomorrow," and before you know it, the lead hired a competitor who texted first.

Our automation changes that dynamic:

  • Polite, Conversational SMS. Sent at Day 2 and Day 5, checking if they have questions or need adjustments. Written naturally without sounding like a robotic spam blast.
  • Automatic Pause on Reply. The instant a customer replies or approves the estimate online, the sequence freezes immediately so no embarrassing automated messages go out.
  • Immediate Team Escalation. Questions or objections are routed directly to the estimator's phone or Slack channel with the customer record attached.

The Flow

How the 14-day quote sequence works

01
📤

Quote Sent Trigger

Your team creates and sends the quote in Jobber, ServiceTitan, or CRM as normal. The automation detects the event and watches status.

02
📱

Day 2 & 5 Multi-Touch

If unapproved, a friendly SMS check-in fires at 48 hours, followed by an email covering financing or project timeline at day 5.

03
🤝

Instant Human Handoff

Customer replies or accepts? The sequence stops instantly, and your team gets an immediate alert to close the job.

FAQ

Questions about quote automation.

Have questions about your specific software? Email us at info@aplosai.com.

No. You keep using Jobber, ServiceTitan, Housecall Pro, or HubSpot exactly as you do today. We connect to your existing software via API to automate the follow-up step behind the scenes.

Single quote follow-up automation engines are $2,000–$5,000 fixed price. Delivered in 1–2 weeks with no monthly retainer to Aplos AI.

Recover Lost Revenue

Ready to win back 20%+ of your quotes?
Book a free discovery call.

30 minutes. We map your estimate pipeline, review your software stack, and give you a fixed quote.

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