Estimate follow-up tracker
You did the site visit, built the quote and sent it. Then nobody called back, and nobody called them. This tool lists every quote that hasn't been answered and reminds the right salesperson to follow up. It costs $2,500 to $7,500, once.
- Fixed price, paid once
- Read-only. Can't touch your books
- Runs next to your old way for a month
How it works
Why owners buy it
Follow-up is where long sales cycles go quiet. When a Georgia marketing agency contacted 100 pool builders in July 2026, 35 never responded at all, and that was on a brand new inquiry.
Sources: Thrive Agency: 100 pool builders
What you get
- Lists open quotes by age and size
- Reminds the salesperson on day 3, 7 and 14 (or whatever you choose)
- Shows close rate by salesperson and job type
- Marks quotes won or lost with a reason
What it won't do
- It reminds people to call. It doesn't send automatic follow-ups to customers unless you ask and they've agreed to texts
- Paid once, no per-user fees
- You own it
- Runs next to your old way for a month
Your first week
We pull your open quotes
From your field software or spreadsheet.
We set the reminder schedule
You choose the days and who gets reminded.
Your sales team tries it
For a couple of weeks before it becomes the rule.
It goes live
With a weekly summary to you.
Questions
Something we didn't answer? Call and ask. You'll get Trey, not a call center.
- Fixed prices, shown up front
- Read-only, can't touch your books
- We come to your shop
Does Jobber or Buildertrend already do this?
Both have follow-up features. If you're using them and they work, keep them. This is for shops where quotes live in more than one place.
Often paired with
Speed-to-lead router
Every form, call and Local Services lead goes to the right salesperson by text inside a minute.
$1,500–$6,000
Job profitability dashboard
Revenue against labor and materials for every job, pulled from Jobber or ServiceTitan plus QuickBooks.
$3,000–$8,000
Quoting calculator
Replaces the estimating spreadsheet so any salesperson builds a consistent quote in minutes.
$5,000–$20,000Start with a $750 software audit
Two hours at your shop. A ranked fix list with prices. The $750 comes off anything you build.