Turn Your Old Unsold Estimates Into Booked Jobs
Following up roofing quotes, boiler swaps, kitchen refits, rewires.
From a quiet quote to a booked visit.
You did the site visit, wrote the quote, never heard back. That job did not die. Nobody called it. A warm, disclosed AI follows up your own unsold estimates and books the work the homeowner still wants done.
These are people who already asked you for a price. Warm contacts, never a cold list. The AI says it is an AI, and anyone who asks to stop is opted out.
- Sent
- Called
- Revised
- Accepted
- Visit
"Hi Mrs Carter, this is Jessica, an AI assistant calling for Northside Heating about your boiler quote. Is the job still on your list?"
"It is. Can you fit it in before Christmas? And does the price include taking the old tank out?"
Works With the Tools You Already Quote In
Your estimating software, your CRM, your calendar. The follow-up reads your unsold quotes and writes booked jobs and call outcomes straight back.
Autodesk Construction Cloud
Salesforce Field Service
FieldPulse
Salesforce
Microsoft Outlook / Microsoft 365
Zapier
- Buildertrend
HubSpot
- simPRO
SAP Field Service Management
Microsoft Teams
Make
Microsoft Dynamics 365 Field Service
- openHandwerk
Google Calendar
Slack
n8n
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Your Backlog of Quotes Is Money You Already Spent
Every estimate cost you a drive, a site visit, and an hour of pricing. The ones that went quiet are not lost jobs. They are uncalled jobs.
Acquisition-versus-retention and retention-profit figures from Harvard Business Review.
How Does Following Up Old Estimates Work?
- 1Step 1
You point us at your own unsold estimates
The quotes you already wrote and never heard back on, sitting in your estimating tool or CRM. These are people who asked you for a price. Warm contacts, not a cold list.
- 2Step 2
A disclosed AI calls and reopens the job
The AI says up front that it is an AI calling on your behalf, references the specific quote, and asks whether the homeowner still wants the work done. No pressure, no script-reading robot voice.
- 3Step 3
Live jobs get booked, the rest get sorted
People who are ready get an appointment booked straight into your calendar. People who chose someone else or want to wait are marked so you stop chasing them. Anyone who says stop is opted out.
- 4Step 4
You get the booked work and the notes
Every call comes back with a recording, a transcript, and a clear status in your system. You walk into a calendar of jobs you had already given up on, with the context of who said what and why.
Which Quotes Are Worth Reopening?
Roofing estimates that went quiet
You climbed up, measured, and sent a number for a roof replacement. Six weeks of silence does not mean no. Often it means the homeowner got busy, the storm faded from memory, or your quote slid down the inbox.
HVAC system quotes never closed
A new furnace or AC system is a big decision people put off. The estimate you wrote in spring is still relevant in fall. A warm follow-up call catches them at the moment the old unit finally fails.
Remodel and renovation proposals
Kitchens, baths, additions. Big-ticket proposals sit for months while homeowners save up or compare. The contractor who politely checks back in is the one who is still front of mind when they decide to go ahead.
Plumbing and electrical jobs left hanging
A repipe, a panel upgrade, a water heater swap. The quote was fine, life just got in the way. Reopening the conversation while the issue is still unresolved turns a forgotten estimate into a scheduled visit.
Why Warm and Disclosed, Not Cold and Hidden?
| Your unsold estimates | A cold list | |
|---|---|---|
| Who gets called | Your own past estimate requests | Bought or cold lists |
| Relationship | Warm, they asked you for a price | No prior contact |
| Disclosure | AI says it is an AI, on your behalf | Often hidden or evasive |
| Consent and opt-outs | Opt-outs honored, do-not-call respected | Frequently ignored |
| What the call does | Re-book a job they already wanted | Interrupt a stranger to pitch |
| Speed | Your whole backlog called in days | Drips out, mostly never happens |
| Your team | Frees the crew from chasing quotes | Adds cold-calling no one wants |
| Brand effect | Looks attentive and organized | Looks like spam |
Related Reading and Pages
- Win Back Old Customers and LeadsThe hub for bringing back the customers and leads you already paid for.
- Win Back HVAC and Plumbing CustomersRe-book your own past service customers for tune-ups and overdue work.
- Home ServicesHow AI phone handling fits contractors and trades.
- HVAC and PlumbingPhone coverage and follow-up built for HVAC and plumbing shops.
- AI Outbound Follow-Up From CRM TriggersHow a call fires automatically when a record in your CRM goes stale.
- Winning the Job by Answering the Quote Request FirstThe other end of the timeline: catching estimate requests the moment they come in.