Choose one source the office trusts.
Bring the existing estimate list or system, its status definitions, and a few examples with customer details removed. Agree which fields tell us the estimate was sent, who owns it, when it changed, and whether a customer already replied.
The first version reads that one source. If it is missing or stale, the view should show the problem rather than invent a current status.
A person approves the reminder.
The office reviews the original quote and any customer reply, confirms the intended recipient and channel, then edits an approved reminder. A draft can ask whether the customer needs more information; it should not change the price, promise a visit, or apply a discount without approval.
The starting scope includes a simple view of open follow-ups, one approved reminder, and a test of the handoff. Sending permissions, schedules, delivery tracking, and additional system connections are agreed explicitly before any live workflow begins.
Write the stopping rules first.
- Stop when the customer accepts, declines, asks to pause, or opts out.
- Pause when an answer or a revised quote needs a person.
- Do not prepare repeated reminders for an estimate deliberately on hold.
- Flag an unknown delivery result, stale source, or unclear owner for review.
- Agree on the timing and maximum attempts for any later live sending scope.
Inspect a fictional outcome.
In the browser demo, “Westview repair” has waited two days. Choose the row, edit the reminder, and mark it ready for review. The useful outcome is a next action with a responsible person; the demo sends nothing and does not claim a customer response.
For a real first version, we can track drafts reviewed, estimates resolved, and items that needed correction. Those measures are agreed before the build; this sample reports no measured customer result.
Try the estimate reminder →Price the build and the running work separately.
Estimate Follow-Up starts from $1,250 setup for one existing estimate source, a simple open-follow-up view, one approved reminder, and a handoff test. Your approved proposal sets the actual build price and delivery scope.
Optional ongoing care, message charges, hosting, and applicable provider costs are quoted separately. Your proposal names any provider services we manage and the responsibilities behind that charge.
See how build, care, and provider costs are itemized →An optional next step for the owner.
If waiting estimates sit beside approvals, callbacks, or delayed orders, Owner Exception Brief is a related product for surfacing several kinds of owner decision. It is a separate scope from this estimate follow-up.
Optional related story: owner decisions →