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How teams put AI workers to work on outreach, sales and operations, plus what's new in the product.
How to follow up on a quote without being pushy: a day 1, day 3, day 7 plan for contractors, with texts and a voicemail script you can copy today.
Tanvir Sujan
You walked the job on Tuesday. The homeowner asked good questions, nodded along, and said, "Send it over and we'll talk it through." You sent the quote that night.
Now it is Friday night, and you have heard nothing.
You pick up your phone to check in, then put it back down. You don't want to sound desperate. So you tell yourself you'll call Monday. Monday gets busy. By the time you follow up on the quote, they have hired the company that called them back first.
That is one quote. You probably have ten more out right now, and you can't say which ones are still alive.
This post gives you a simple estimate follow-up plan that fixes that. It is three touches in one week, with the exact words to use, so you never have to wonder what to say.
The short answer:Text the customer the day after you send the quote to make sure it arrived. Call on day 3 and leave a short voicemail if they don't pick up. On day 7, send one text asking if you should close the quote out. That is how to follow up after sending an estimate without chasing or pleading.
It feels like begging because you are guessing. When you have no plan, every call feels like a favor you are asking. When you have a plan, each message has a job: confirm the quote arrived, answer questions, then get a yes or a no.
A "we went with someone else" rarely hurts much. The quote that sits for a month while you wonder hurts more.
The customer is busy too. They asked three companies for prices. They opened yours on their phone at lunch, meant to look at it that night, and then the kids needed dinner. Your follow-up is not pressure. It is a reminder they will often be glad to get.
Wait one business day, not one week. Send the first follow-up the day after the quote goes out, while your visit is still fresh in the customer's mind. Then call on day 3 and close the loop on day 7.
Most owners wait far too long. In its 2026 Roofing and Exterior Market Report, ServiceTitan said only 16% of contractors follow up with homeowners the same day on unsold estimates. The survey, run by Thrive Analytics, covered more than 1,000 roofing-focused companies. That is one trade, but the habit is common across the field: the contractor follow-up comes late or never comes at all.
Speed matters at the start of a job, too. We looked at that in how long a new lead waits before they stop caring. A quote is the same lead a few days later. It has not stopped needing attention.
Send a short follow-up text the day after the quote goes out. Its only job is to make sure the quote arrived and to invite questions. Don't ask for the sale yet.
Quotes go missing more often than you think. They land in spam. They get opened on a phone and forgotten. A homeowner may have shown it to a spouse who has not looked yet. This first estimate follow-up text gives them an easy way to reply.
Copy this and fill in the brackets:
"Hi [Name], it's [Your name] with [Company]. Just making sure the quote for the [job] came through OK. If anything on it is unclear, text me back and I'll explain."Send it late morning on a weekday. Don't attach the quote again unless they ask.
Call on day 3. If they answer, ask one question: did they get a chance to look it over? Then let them talk. If they don't answer, leave a voicemail under 30 seconds with your name, the job and your number said twice.
Here is what to say when following up on a quote and the customer picks up:
"Hi [Name], it's [Your name] from [Company]. I'm calling about the quote for the [job]. Did you get a chance to look it over?"If they say yes, ask:"Is there any part of it you want me to walk through?"If they hesitate, ask what is holding them back. It is usually one of three things: the price, the timing, or they are waiting on other quotes. Each one is a real answer you can work with. If it is price, ask which part of the job they would want to change, rather than cutting your number on the spot.
If it goes to voicemail, use this quote follow-up script:
"Hi [Name], it's [Your name] with [Company], calling about the [job] quote I sent on [day]. No rush on a decision. If you have questions about the price or the timing, call or text me at [number]. Again, that's [number]. Thanks."Say your number slowly, twice. People listen to voicemails in the truck or the grocery line, and they can't scroll back to catch it.
If the customer calls back and you miss it, call them back the same hour. A missed call from a customer who is ready to say yes is the worst call to miss.
On day 7, send one text that asks a direct question: should you close the quote out, or keep it open? It gives the customer an easy way to say no, and it often gets a reply from people who went quiet.
This is how to politely follow up on a quote that has gone silent. You are not guilting them. You are being honest that you plan your schedule around open jobs. Here is the quote follow-up message:
"Hi [Name], it's [Your name]. I haven't heard back on the [job] quote, so I'm guessing the timing isn't right, or you went another way. Either is fine. Should I close this out, or keep it open for you?"You will usually get one of three replies:
"Go ahead and close it." Thank them, and ask one question: "Mind if I ask what made the call?" The answer tells you if it was price, timing, or trust. Mark the quote lost.
"Keep it open." Ask when they expect to decide, and put that date on your calendar.
No reply. Mark the quote lost for now. If the job is seasonal, like a furnace before winter or an AC unit before summer, send one short check-in a month later. Then stop.
Use email when the customer asked for it, when the job is commercial, or when you need a written record of what was said. For most homeowners, a text gets read faster. If you do email, keep it as short as a text.
Here is how to professionally follow up on an estimate by email:
Subject: Your [job] quote from [Company]The subject names the job, so it is easy to find later.
Give every quote a next step and a date the day you send it. A board with columns for Sent, Followed up, Talking, Won and Lost works. So does a whiteboard in the shop. What matters is that you can see every open quote at once.
This is the fix for that quiet Friday. Instead of trying to remember every job, you look at one list. The Elm Street water heater is on day 3, so it gets a call Monday. The panel upgrade said "after the holidays," so it has a date in January. The two that went quiet get the day 7 text.
Write down why each lost job was lost. After a few months, you may see that one kind of job always loses on price. That is how to follow up on a job estimate and learn from it at the same time.
Yes. Ahiublueworker can run this quote follow-up process on its own. You set the steps once: a text a day after the quote, a second touch a few days later, then a call if the texts go unanswered. When the customer replies, the rest of the steps stop, and the reply shows up in your inbox.
You build the steps in hiublue workflows, and you can test a workflow before it goes live. The quote follow-up and nurture page shows how it works end to end. When a customer books, the deal moves on your board. When you lose one, you mark it lost and it leaves your list, so no quote sits in your head over the weekend.