Turn unsold estimates into booked jobs.

Lead follow-up usually starts when someone makes an initial inquiry. Estimate follow-up starts after a customer has received a quote or proposal, so the conversation can reference work already scoped, options discussed, prior contacts, and the decision still pending. For new purchased inquiries, explore Paid Lead Follow-Up.

Estimate rehash means revisiting open or unsold estimates and reconnecting with customers who have not decided. It can involve answering questions, checking whether the project is still relevant, and arranging a booking or an informed handoff. It is not a promise that every estimate can be recovered.

The right timing depends on the customer’s expectations, job type, estimate age, prior discussion, and contact permissions. Tradesly helps configure an approved cadence; it should not assume that every homeowner wants the same number of calls or a fixed two-day sequence.

Yes. Use up to 3 channels (AI-assisted phone calls, SMS, and email) in a coordinated estimate follow-up workflow. Available channels, usage limits, and managed human coverage depend on your package, permissions, and configuration. Ask about outbound packages.

Yes. Human review or handoff can be configured when a customer needs approved pricing details, options, financing information, or another nuanced decision. Managed human coverage depends on the plan; your own team can receive handoffs where supported.

Keep your existing quoting and field-service system. The setup maps the estimate data, statuses, and booking actions available to your business, with a clear owner for each audience. When you already use another estimate follow-up tool, define exclusions and handoffs to avoid contacting the same customer twice. Specific read/write actions and update timing depend on the integration.

Tradesly can qualify interested customers and move an eligible conversation toward a booking or a qualified handoff. Whether an appointment is confirmed directly in your scheduling system depends on integration access, availability, job type, and your rules. A requested callback is not the same as a confirmed job.

Built-in controls support suppression, opt-out handling, and campaign stop conditions. The exact estimate-status feed, refresh interval, campaign overlap rules, and channels should be checked during onboarding so a sold or excluded opportunity is not repeatedly contacted.

Measure eligible open estimates, successful contacts, customer replies, quotes accepted, appointments booked, and collected revenue when connected. Separate contact attempts from actual conversations and bookings. Compare consistent cohorts by estimate age, job type, and dollar value.

Yes. Existing, still-eligible estimates give you an audience to revisit without buying more leads first. Tradesly can reconnect with interested customers and move them toward an appropriate booking or handoff. Availability checks and booking actions depend on your setup; campaign and service fees still apply.

A reminder sends another nudge. A configured Tradesly workflow can combine that touch with a conversation: capture the customer’s question, provide approved information, and move toward a booking or human handoff. It is automated quote follow-up focused on the decision, not just sending more messages.

Yes, when the estimate and customer are still eligible. Lead reactivation here means reopening a previously quoted opportunity, not cold prospecting or a blanket blast to old contacts. Confirm permissions, current scope, quote validity, and prior decisions before restarting outreach.

Keep a quote follow-up email specific, helpful, and easy to answer. Reference the proposed work and ask one clear question. Example: “Hi Sam, following up on your panel-upgrade estimate. Is the project still on your list, or is there a question we can help answer?” Adapt the wording, timing, sender details, and required opt-out language to the campaign.

Outbound workflows are available with package-specific volume and service allowances, not unlimited usage. Ask about outbound packages for your estimated volume, channels, integration needs, and human coverage.