CRM & Lead Follow-up · Home Services
Estimate follow-up and appointment reminders for contractors
Follow-up in a home-services business has two jobs: making sure an estimate you drove out to deliver doesn't die in silence, and making sure the estimate visit itself actually happens. Both get lost for the same reason — they depend on someone remembering, in a business where everyone is on a job site — and both can be automated without turning your company into a call centre.
Where the money leaks
- The estimate that's delivered and never followed. The homeowner has three quotes on the fridge. The contractor who checks in, answers the question about financing and offers a start date wins — even if they weren't the cheapest.
- The estimate visit nobody confirmed. The estimator drives forty minutes to an empty driveway.
- The seasonal work nobody asks for. Past customers who need the gutters cleaned or the HVAC serviced, and who'd say yes if anyone asked.
- The lead that came in Friday and got called Tuesday. By then it's someone else's job.
What gets automated, in order
- Estimate follow-up. At 2, 5 and 10 days, short messages in the company's voice: any questions, financing available, earliest start date. Stops on its own when the homeowner replies.
- Visit confirmation. Reminders the day before and the morning of, with confirm and reschedule one tap away. Unconfirmed visits are flagged so the office decides whether to call or reassign the slot.
- Post-job follow-up. Review request at the right moment, and a note about the next seasonal service.
- Reactivation. Past customers contacted when their service is due, in the company's voice, with booking built in.
- Logging. Every text, call and quote attached to the customer, so the office and the estimator see the same thing.
What the business sees every week
- Quote requests, estimates booked, estimates completed.
- Quotes delivered, in follow-up and accepted.
- No-shows and recovered slots.
- Cost per completed estimate and per signed job.
What doesn't get automated
Pricing the job, negotiating the quote, and any conversation where the customer is unhappy. The system reminds, logs and opens the door; a person walks through it.
It runs on our CRM and lead follow-up and is what makes paid acquisition pay: a lead that goes cold is an ad paid for twice.
Results from home-services businesses we've worked with
Paid campaigns + landing page + follow-up · clients not named
- Lead → in-home appointment (renovation & exterior work)
- 17%
- 1,081 leads · 187 in-home appointments
- Showroom appointments & closed deals (patio covers)
- 134+ / 30+
- from 1,292 leads
- Cost per lead (first weeks of a campaign)
- $10–12
- 19–24 leads a week at €9–11 each
Home Services: see how this would run for you
Start with the free diagnostic or book a strategy call directly.
Frequently asked questions
How many estimates close without follow-up?
Far fewer than should. A $15,000 remodel quote goes on the fridge and gets compared with two others. Without a follow-up in the days after, most go quiet from inertia, not rejection. Follow-up doesn't pressure: it reminds the homeowner the decision is still open and answers the question they didn't ask.
Do reminders cut no-shows for estimate visits?
Yes, and a missed estimate visit is expensive: an estimator drove across town for nothing. A reminder the day before with confirm-or-reschedule, and one the morning of, means the homeowner who forgot says so in time and the slot gets refilled.
Do we have to switch our job management software?
No. The system connects to what you already use where it can — calendar, job software, spreadsheets — and runs alongside where it can't. Switching your job software in the middle of the season is how you lose a month.