Quote Follow-Up Automation

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

Keep open estimates moving toward a decision. We configure follow-up around your existing tools, route replies to the right person, and stop messages when the customer responds or the status changes. Compatibility and scope are checked before implementation.

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.

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.

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 $2,500–$7,500 fixed price. Delivered in 1–2 weeks with clear ongoing support terms.

Ready to give every open estimate a next step?
Book a free discovery call.

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

Use built-in follow-up when it fits

Jobber already offers quote follow-ups. Aplos is useful when your process needs additional connections, reply routing, or exception handling. We check what your current software can do before proposing a build.

Managed service or custom build?

Follow-Up & Estimate Recovery is $199/month plus $349 launch for one approved source and a defined sequence. Unsupported integrations and more complex workflows receive a separate custom scope.