Built to order
Appointment confirmation chain
$500/month
What it does. Confirms a booking at once, asks for a yes or no 24 hours ahead with a way to reschedule, sends a text when the tech is near, and after a no-show moves on to the next tech.
You approve. The wording of each message in the chain, agreed at setup.
Changes per client. Calendar, tech list, message copy, timing and rules.
Needs. A calendar that holds your appointments, a list of techs and a texting number.
Texts go out only with consent, and every text can be stopped with a STOP reply.
Sample, not a live conversation.
“Your appointment with Example HVAC is set for Thursday at 9 AM. Reply YES to keep it or NO to reschedule. Reply STOP to opt out.”
Built to order
Estimate follow-up
$300/month
What it does. Follows up on estimates that have gone quiet, on day 2, 5 and 10. The follow-ups are drafted and held for your approval.
You approve. Every follow-up, before it is sent. Wording is agreed at setup.
Changes per client. Where your open estimates live, message copy, timing and rules.
Needs. Your open estimates in a CRM or sheet, a texting number and consent on file for each customer.
Texts go out only with consent, and every text can be stopped with a STOP reply.
Nothing is sent until you approve it.
Sample, not a live conversation.
“Hi Sam, checking in on the estimate we sent Tuesday. Any questions, or do you want to pick a day? Reply STOP to opt out.”
Built to order
Quote and estimate pipeline
$700/month
What it does. Builds quotes from your pricing file and drafts the day 2, 5 and 10 follow-ups, which are held for your approval. When a quote is signed, it creates the job.
You approve. Every quote and every follow-up, before it goes out.
Changes per client. Your pricing file, CRM or job tool, message copy and rules.
Needs. A pricing file, a CRM or job tool, a texting number and consent on file for each customer.
Texts go out only with consent, and every text can be stopped with a STOP reply.
Nothing is sent until you approve it.
Sample, not a live conversation.
“Hi Sam, your estimate for the furnace replacement is ready: [quote link]. Reply STOP to opt out.”
Built to order
Estimate desk
$300/month
What it does. For landscaping and hardscape. A voice note from the job site becomes a drafted estimate, aimed at about 15 minutes. The day 2, 5 and 10 follow-ups are drafted and held for your approval, and a Friday list shows every open estimate.
You approve. Every estimate and every follow-up, before it is sent.
Changes per client. Your price list, message copy, timing and rules.
Needs. A way to send voice notes, your price list, a texting number and consent on file for each customer.
Texts go out only with consent, and every text can be stopped with a STOP reply.
Nothing is sent until you approve it.
Sample, not a live conversation.
“Hi Sam, following up on the patio estimate we sent Tuesday. Do you want to set a start date? Reply STOP to opt out.”