Quotes and Follow-up
AI for Home Services and Trades
Send it the same day, then actually chase it
Quotes get written in the evening, after a full day of work, and many never get sent at all. The ones that are sent are rarely followed up.,Your assistant drafts the quote from your notes and your pricing, and then chases it, which is the half that almost never happens.,A quote that is never followed up converts far worse than one that gets a single polite check-in, and that check-in is the easiest revenue in the business.
Benefits
How It Works
- Step 1:
- Step 2:
- Step 3:
- Step 4:
At a Glance
- Same day
- Instead of next week
- From notes
- Voice, photos, or a few lines
- Consistent
- Rates and terms every time
- Chased
- The half nobody does
The Quote Written at Nine at Night
Quoting happens after the working day, when the person doing it is tired and would rather be finished. So quotes get delayed, batched, and sometimes silently abandoned for jobs the customer was genuinely ready to book. The lost revenue never appears anywhere, because a quote that was never sent leaves no record. Moving the drafting off the evening is not a convenience, it is the difference between quoting every job and quoting the ones you had energy left for.
Nobody Follows Up, Which Is Why It Works
Most trade quotes are sent and never mentioned again. The customer gets three, picks one, and the other two never hear anything. A single polite check-in a few days later regularly recovers jobs where the customer simply had not decided, lost the email, or was waiting for a nudge. It costs nothing, almost nobody does it, and the reason is not strategy but that following up is one more evening job on a list that is already too long.
FAQ
Does it set the price?
It applies your rates and standard pricing to what you describe. Judging a specific job, especially one with unknowns behind a wall, is yours. It drafts and you confirm before anything goes to a customer.
What if I only have voice notes?
That is the expected input. Talking through a job walking back to the van is realistic; typing a structured spec is not. It works from voice notes and photos.
How often should quotes be chased?
Once after a few days is enough for most trade work and is more than nearly anyone does. A second follow-up after a couple of weeks catches the jobs that were deferred rather than lost.
Can it tell me why quotes are not converting?
It can show you the pattern: which job types, which price ranges, and how long they sat before being sent. Send delay is usually the largest and most fixable factor.