Leads & Sales
Coming soon

Estimate Follow-Up

Follow up on every estimate you send, so fewer jobs are lost to silence.

Who it's for: Trades and service businesses that send estimates or proposals and rarely have time to chase them.

What starts it

You mark an estimate as sent.

What you get

  • A list of open estimates and their status
  • Drafted follow-up messages on a schedule

What it's designed to do

In development. Tools, setup, and pricing are confirmed before it goes on sale.

Tracks sent estimates and prepares timely, polite follow-ups until the client replies or you close the estimate.

What you review and decide

  • Discounts, revisions, and negotiation
  • Deciding when an estimate is closed

What you'll need

Planned tools

  • Gmail or Outlook
  • Google Sheets

Planned design; supported tools are confirmed before launch.

Accounts you need
Confirmed before launch
Technical skill
Confirmed before launch

Third-party costs

Not included in the price. You pay these providers directly, under your own accounts.

Providers and plans: confirmed before launch.

What the purchase includes

Confirmed before launch.

  • Hosting or running the automation for you
  • Writing or pricing your estimates
  • The purchase includes the package files and their stated support. It does not include hosted execution, ongoing operation, unlimited customization, or third-party subscriptions, which you pay your providers for directly.
  • Changes beyond the documented setup, and integrations with other tools, are custom work.
Support, updates, license, and refunds

Support, update, license, and refund terms are published here before anything goes on sale.

Works well with