SALES SKILL · REMODELING, ROOFING, HVAC + PLUMBINGEstimate Follow-up
Estimate Follow-up
No bid left cold.
Personal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.
AT A GLANCE
DepartmentSales
Works inRemodeling, Roofing, HVAC + Plumbing
Runs onJobTread, GoHighLevel, HubSpot, Claude
You getEvery estimate followed up, with every reply logged in your CRM.
Ways to buyDIY, Installed, or Managed
every unsigned estimate gets a personal follow-up.JobTread · GoHighLevel or HubSpot · Claude
0estimates left without a follow-up.Stops the moment they reply or sign
01 · WHAT IT DOES
What Estimate Follow-up does
Estimate Follow-up watches every estimate you send. When one sits unsigned, Claude writes a personal follow-up from the real job details (the scope, the rooms, what the client cared about on the walkthrough) and sends it by text or email on day 2, day 5, and day 10.
It stops the moment the client replies or signs. Questions and discount requests come to you, so the AI never negotiates on your behalf.
02 · THE PROBLEM
Estimates go out, the week gets busy, and nobody follows up. Bids go cold that one more message would have closed.
Sounds familiar?
Estimates go out and you never hear back
Follow-up depends on whoever remembers
Your follow-ups are the same generic message every time
You don't know how many estimates are open right now
That's us. Book a call →03 · HOW IT WORKS
Step by step
◌ YOUR APPROVALAny discount, price change, or scope question.
01Watches JobTread for estimates still unsigned after 2 days
02Claude drafts a personal follow-up from the job details
03Sends it by text or email on days 2, 5, and 10
04Stops the moment the client replies or signs
05Routes questions and discount requests to you
04 · HOW IT CONNECTS
How it connects
Runs on these tools
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.GoHighLevelCRM, texting, and marketing automation for local service companies.HubSpotCRM and pipeline for teams with longer sales cycles.ClaudeWriting, judgment, reading documents, and customer-facing work.Industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agents that run it
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.Stacks it connects
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitHubSpot + JobTreadClosed-won deal creates the job, budget, and tasksClaude + JobTreadEstimate and scope drafts from site notesJobTread + QuickBooksPayroll prep from time entries, with approval before postingRelated skills
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callThe messages are written from the job details in your voice, and they come from your number or your email.
Yes. You can approve every message, or only the first few until you trust it.
Yes. It works with either, or straight from JobTread.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.