Jobber estimate follow-up automation

Jobber estimate follow-up automation sends consistent nudges on open quotes, coordinates scheduling for accepted jobs, and escalates high-value estimates before competitors win the work.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Home service teams lose revenue when estimates sit unanswered and crews miss coordination steps. Hey Teo helps operators run follow-up and scheduling workflows without chasing texts all day.

Follow up on open estimates with a defined cadence.
Reduce scheduling back-and-forth for confirmed jobs.
Send visit reminders and day-of coordination messages.
Escalate high-value quotes that need a personal call.

How to implement

1
Define estimate tiers
Set different follow-up rules by job size and service line.
2
Automate routine nudges
Send timed reminders until the client accepts, declines, or requests changes.
3
Hand off hot leads
Notify owners when a quote crosses your response-time threshold.

Frequently asked questions

How fast should you follow up on a Jobber estimate?

Most home service teams see the best recovery within 24–72 hours of sending—then a second nudge at day 5–7 before personal outreach on high-ticket quotes.

Does this replace Jobber?

No. It coordinates operational follow-through around Jobber.

Will this help seasonal demand spikes?

Yes. Cadences scale better than ad-hoc texting when volume jumps.

Can dispatchers review messages first?

Yes. Approval modes keep sensitive job details under human review.

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