Quote and estimate follow-up for owner review
Open quotes sit on one list, with friendly follow-up drafts at the intervals the owner sets.
Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.
Worth knowing: Office support only: SI does not set or promise prices, give safety, repair, code or insurance advice, or make any commitment for the business. The owner or an authorized person reviews and approves every quote, schedule commitment and customer message. Licensing, advertising, deposit and permit rules vary by state, and customer information is used only in checked tools with access controls. SI never changes, discounts or promises a price, never pressures a customer or uses fake deadlines, and never says anything about insurance coverage or claims.
The problem
Quotes go out and nobody follows up, so jobs quietly die.
What SI does
SI keeps a list of open quotes (customer, job, date sent, amount as entered by the owner, status), drafts a friendly follow-up at intervals the owner sets, and reminds the owner which quotes to call personally.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Two-crew roofing business
Open quotes are listed with the date sent and the amount the owner entered. Follow-up drafts wait for the owner.
- Small HVAC company
Quotes the owner marked for a personal call are highlighted instead of a standard note.
- Landscaping crew
A follow-up draft uses the owner's wording and does not change or discount the price.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds customer information, the business checks the tool's terms and data practices, sets access controls and limits SI to the minimum necessary. Start with sample or made-up information. Use a read-only list of open quotes the owner already keeps, plus the follow-up wording and intervals the owner has chosen. Permission is to draft, not to send. Setup is often a few days.
What a human still checks
- The owner or office manager approves before anything goes to a customer, vendor or inspector.
- SI never sends a quote, takes a payment, books a job or submits anything on its own.
- Urgent or unusual items go to a "needs owner review" queue.
- The business decides what customer data SI may see, and testing starts with sample information.
- The owner decides who gets a follow-up, approves the wording, makes the calls, and handles all questions about scope and price.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
From this open-quote list [paste], draft a friendly follow-up at these intervals [paste] from this approved wording [paste]. Remind me which quotes to call personally. Do not change, discount, or promise a price. Do not pressure a customer or use fake deadlines. Do not say anything about insurance coverage or claims. Do not send anything. Pause and show me before sending, quoting, booking, ordering or changing anything. Use only the sample or made-up information I provide; do not include real customer names, addresses or payment details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.