What’s your process for following up on unscheduled quotes?
Do you use automated reminders, manual follow-ups, or a mix of both? Any strategies that have helped improve your close rate?
Forum Discussion
Curious about one step beyond the follow-up itself. If you have a backlog of older quotes that never closed, does your current system already make it obvious which 5–10 are actually worth following up with first? Or is prioritizing those older quotes still mostly a manual judgment based on things like quote age, value, previous engagement and notes? I'm trying to understand whether this is actually a problem for contractors, or whether Jobber/automation already solves it well enough. Either answer would be really helpful.