Demo. Hill Country Fence Co is a made-up company and every name, number and price here is a sample.
What happens after the estimate.
The homeowner gets the range by text with open times to book. You get a text too, and the lead is saved to your CRM. If they go quiet, the agent follows up every two days until they book, then stops. If they say no, it thanks them and stops.
Day 0Estimate sent
Dana, the homeowner(512) 555-0148
Hill Country Fence Co(512) 555-0100
Text message
You, Hill Country Fence Coowner's phone
Quote agentalerts
Text message
Slots come from your calendarThe agent reads your open site-visit times and offers the next three. When one is taken, it drops out of the list.
Every two days, three timesDay 2, day 4, day 6. Then it stops and marks the lead cold for you. It also stops the moment they book, and the moment they say no: a thank you, a good day, nothing more.
You only get the texts that matterNew estimate, follow-up sent, booked. The agent never sends anything outward that you haven't set up.
You still give the final quoteThe range comes from your own price sheet. You inspect the property and the firm number is still yours.
Every lead is savedName, number, address, footage, style, estimate and the follow-up history go into Jobber, Housecall Pro or a Google Sheet, whatever you use.
Off from your phoneSwitch it off any time, and it stops sending. Nothing goes out while it's off.