Open estimates followed up personally, with financing, until they answer
Set up for your business, in your own accounts.
When a roof estimate goes quiet, it sends the homeowner a personal follow-up and offers monthly payments. It answers their reply and books the visit.
01The problem
Estimates sent, then nothing.
Email, then a text
Tom's $16,400 roof estimate has gone quiet for three days. He gets a personal email about his roof, then a text with the financing link, and when he asks what it would be per month, the answer comes right back: from about $300 over 60 months, subject to approval. The visit is booked for Thursday at 4:00 pm.
02How it works
One open estimate, followed until it's answered.
A personal email, then a text, then an answer and a booked visit. It stops the moment the homeowner decides.
Estimate sentRoof replacement, $16,400
Personal emailAbout Tom's roof, not a template
Text, with financingA link to see monthly payments
Tom replies“What would it be per month?”
Visit bookedThursday, 4:00 pm
Follow-ups stopThe estimator takes it from here
- One follow-up every two days at most
- Financing always “from”, subject to approval
- Never a changed or discounted price
The AI answers, day 6From about $300 a month over 60 months, subject to approval. Want to go over it on Thursday?
Visit booked in JobberThe estimate updated, the whole thread on it
Built with
- Zapier
- Jobber
- OpenAI
- Gmail
- Twilio
- Wisetack
03What you get
What your business gets.
Every open estimate followed up, even in the busiest week
Financing offered before the price becomes a reason to wait
Replies answered at once, visits booked
Every follow-up recorded on the estimate
When it gets hard
The homeowner says “not now”
The follow-ups stop, and one friendly note is set for a few months later.
They ask for a discount
It never changes a price. The estimator gets the reply and decides.
They accepted by phone
Marking the estimate approved in Jobber stops every follow-up at once.
We set it up in your own accounts: your job software, your email, your phone number and your financing provider. You read the first follow-ups and approve them before any homeowner gets one.
One email, one text two days later, and an answer when they reply. It stops the moment they decide, either way.
From your financing provider, such as Wisetack, and it is always shown as “from”, subject to approval. The homeowner applies on the provider's own page.
Yes. We build it on the job and customer software (CRM) you use, such as Jobber or HubSpot.
05More projects
More automations.
Next step
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