PLUMBING • ANSWER

How do I follow up on plumbing estimates automatically?

Estimates sent through the CRM trigger automated SMS and email reminders on days 2, 5, and 9 until the homeowner accepts or asks a question. This stops high-ticket quotes from going cold.

North & Nova Co. business revenue and operations consultation
North & Nova Co.Rochester, NY
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Estimates sent through the CRM trigger automated SMS and email reminders on days 2, 5, and 9 until the homeowner accepts or asks a question. This stops high-ticket quotes from going cold while your crew is out in the field.

A plumbing estimate that goes out and never gets followed up is an estimate that goes to the plumber who does follow up. The sequence chases it on a schedule, so the close rate stops depending on you remembering to call back after a long day in the field.

The day 2, 5, and 9 cadence works because it stays in front of the homeowner without feeling like spam. A text on day 2 confirms they got the quote, a text on day 5 asks if they have questions, and a text on day 9 gives them a reason to decide. By the last one, the homeowner either books or passes, and either way the quote is not sitting open.

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