Short answer: A quote follow-up tool nudges people who got a quote and went quiet. Before you pay, ask 11 questions, run 5 test quotes with your own email and phone, and try it in draft mode for 7 days.
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1. Ask the maker: 11 questions
Send these to two or three makers. Ask for the answers in writing. They are neutral: they do not name any tool.
- What does it cost each month, and is the price based on users, quotes, or messages?
- How does it know a quote is open? Does it read my quote software, my email, or a sheet?
- Does it send messages by itself, or does it write drafts for me to approve first?
- How many follow-ups does it send, and how far apart? Can I change that?
- Does it stop when the customer replies, books, or says no?
- Which name, email or number does it send from?
- Can I see every message it sent, with the date?
- Can I change the words and the tone?
- What happens when a customer says “it costs too much”? Who answers?
- Which quote or job software does it connect to? Does each link cost extra?
- Is there a contract? How do I cancel? Can I take my data with me?
2. Run 5 test quotes
Make test quotes that go to your own email and a friend's phone (ask your friend first). Use a made-up job.
- Quote 1: do nothing. Does the first nudge arrive on the day you set?
- Quote 2: reply to the nudge. Do the next nudges stop?
- Quote 3: reply “no thanks.” Does it stop for good?
- Quote 4: reply “Too expensive.” Does it hand off to you, or write something odd?
- Quote 5: mark the job as won. Does it stop on its own?
3. Your 7-day trial plan
- Day 1On paper, list every open quote. Write the name, the date, the amount and the last time you talked.
- Day 2Ask the questions. Get the price in writing. Set the spacing and the words.
- Day 3Run the 5 test quotes.
- Day 4Turn it on in draft mode only. Nothing goes out until you read it.
- Day 5Approve and send 5 real nudges.
- Day 6Write down who replied and what they said. Note any message you would not send again.
- Day 7Count replies and jobs won from the nudges. Keep it, change it, or cancel.
4. Red flags: walk away if you see these
- It sends messages without letting you read them first.
- It keeps messaging someone who said no.
- You cannot see what it sent.
- It claims it “closes more jobs” but shows no source for the number.
- It cannot stop when a quote is marked won.
- A contract that starts before you have tested it.
Tools in our directory for this job
These are the listings that match this job. We do not test every tool, and the order is not a ranking. Prices and hours come from each listing and its source.
- Hours not stated
Grok Bot Quote Chaser
Checks open quotes each weekday and drafts a nudge for clients who went quiet.
Price: Comes with Grok Bot planSetup: MediumFree DIY template
- Hours not stated
Quote Follow-Up Bot
Follows up on every quote and makes a task when the customer wants a call.
Price: Check siteSetup: MediumSoftware or service
- 6–8hours a weekFrom the source
Plumber Follow-Up Bot
Follows up on quotes, sends job reminders, and nudges people who haven't paid.
Price: Check siteSetup: MediumFree DIY template
Hours: 6-8 hours per week
Source: reddit.com
- Hours not stated
Hatch
AI texts, calls, and emails to follow up on leads and old quotes.
Price: Check siteSetup: EasySoftware or service
Source: usehatchapp.com/pricing
- Hours not stated
Quote Request Kit
Five free workflows for quote requests, booking, reviews, and payment reminders.
Price: n8n free to self-host (cloud from $20/mo); other apps extraSetup: Needs setupFree DIY template
- ~18hours a weekMaker’s claim
Carrier Follow-Up Agent
Sends quotes to carriers, follows up on its own, and sorts the replies.
Price: Check siteSetup: EasySoftware or service
Hours: About 18 hours a week (vendor claim; the maker's own estimate)
- Hours not stated
Jobber
Quotes, schedules crews, sends invoices, and takes payments in one app.
Price: From $29/moSetup: EasySoftware or service
Source: getjobber.com/pricing
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