Call open quotes in this order.
For owners in HVAC, electrical, plumbing, or remodel work.
- 1Largest
- 2Oldest
- 3Anyone who asked a question
Your numbers
Open quotes with no yes or no, times your typical ticket.
Dollars sitting open
Enter both numbers.
Your count times your ticket. Nothing else is added.
Paste today
Send the next text only if they have not replied.
If nobody has chased it, send day 1 today. If someone has, start at day 3.
- Day 1
Your quote is still open. Reply if you want the work or if you have a question.
- Day 3
Checking again on that quote. Reply and I will answer.
- Day 7
Last note on this quote. Reply if you still want the work.
Where it lives
If the quotes live in Jobber, their automations page lists two reminders. This build does not turn those two on.
It is quotes that were not entered, or a call list above a dollar line you set.
Spreadsheet, QuickBooks, or texts: one chase inside the tool you already use.
Founding price
The first three clients get a Workflow Build at the founding price of USD 500 in exchange for a named, published case study.
Half is due on signature of the scope document and half on acceptance. That is $250 on signature and $250 on acceptance.