The quote you sent and forgot,
followed up until it is won or closed
A contractor sends an estimate and, realistically, moves on to the next job before finding out whether it was accepted. We build an agent that follows up on every open estimate on a schedule and answers the common questions that stall a decision. It tells you which quotes are genuinely still in play versus quietly dead.
A quote sent is not a quote tracked
A contractor’s estimating team can spend days building a detailed quote. Then the follow-up on whether it gets accepted often amounts to nothing. The estimator has usually already moved on to the next bid by the time a customer is ready to decide. Customers themselves frequently have simple questions: when can work start, does the price include materials. The kind of question that would unstick a decision, but goes unasked because there is no easy way to ask it.
The result is a pipeline full of estimates with an unknown status. Some are genuinely still being considered. Some were quietly lost to a competitor weeks ago. Without following up, nobody can tell the difference, which makes revenue forecasting from the estimate pipeline mostly guesswork.
What the agent follows up on
The agent follows up on every estimate on a defined schedule: a few days after sending, then again if there is no response. Each message is worded to actually prompt a decision, not a generic check-in. It answers the questions that commonly stall a decision, timeline, what is included, payment schedule, straight from the estimate’s own details. A customer gets an answer in minutes instead of waiting for a callback.
Every estimate gets a real status: pending, won, lost, or needs revision. That status comes from what the customer actually says, never left as an assumption. When a customer signals readiness to move forward, the right person on the team gets an alert immediately. Revision requests get routed to the original estimator with the specific change requested attached, so nothing gets lost in translation.
What estimators still decide
Pricing decisions, scope changes, and any negotiation on the estimate itself stay with estimators and project managers. The agent keeps every quote alive with the right follow-up and surfaces the ones ready to close. It does not change a price or a scope on its own.
How we keep an audit trail on every status
Every status change is logged with the customer response behind it, so a contractor can audit why an estimate was marked lost rather than trust an assumption. Any question that touches price or scope is routed to a human instead of answered. A weekly summary flags estimates that have gone silent longer than your typical decision window. The agent introduces itself as an AI assistant at the start of every conversation.
Price and timeline
| Option | Price | What it covers | Timeline |
|---|---|---|---|
| Agency runs it | from $2,000 + support plan | One follow-up sequence, status tracking, 30 days of tuning | 3 to 5 weeks |
| Full control, handover-ready | from $3,000 | Source code, your infrastructure and model keys, documentation for your own team to extend it | 4 to 6 weeks |
Related
Pair this with auto dealership for a related high-ticket follow-up pattern, or real estate agent assistant for another quote-to-close workflow. See the automation-only version of construction quote follow-up. Full packages are on the AI agents service and routine takeover. The B2B certification sales case study shows a similar structured follow-up and objection playbook in practice.
Tired of estimates disappearing into silence? Get in touch and we will look at your current follow-up process on the first call.
FAQ
How much does a construction estimate follow-up agent cost?
From $2,000 for one estimating workflow and follow-up sequence, live in 3 to 5 weeks. Integration with estimating software usually adds $500 to $1,000.
How long until it is live?
3 to 5 weeks: defining your follow-up cadence and the common questions customers ask takes the first stretch, then testing on real open estimates before full rollout.
Which channels and tools does it work with?
SMS, email or WhatsApp for follow-up, with status synced to the estimating or CRM tool your team already uses. We read and write to your existing pipeline. We do not replace your estimating software.
What if a customer asks a question outside the estimate's scope?
Scheduling, timeline and material questions covered by the estimate get answered directly. Anything that changes scope or price is routed to the estimator, since only your team can decide to revise a quote.
What happens to customer and estimate data, is it secure?
Estimate and customer data stays in your existing CRM or estimating system. The agent reads and writes through your access controls and does not keep a separate copy of pricing or customer information.