Who this is for: Managers | Feature: Follow-Up Reminders
📱 In Your Day
Real-world moments where PriceRight Pro does the work for you. This is a scenario walkthrough — not a setup guide. For setup, see Set Follow-Up Reminders on Your Estimates →
The moment #
You’ve just sent an estimate. The client said they’d think it over — maybe a few days, maybe a week. You drive to the next job. Three weeks later you realize you never followed up and they hired someone else.
It’s one of the most common ways contractors lose work they should have won. Not because the price was wrong, but because they disappeared after sending the number.
What happens instead #
Right after sending the estimate — while you’re still parked out front, or on your way to the next stop — you open the prospect’s card in your pipeline. You set a follow-up reminder. You choose how far out: tomorrow, in two days, in three days, in a week, or a custom date if they told you when they’d have a decision.
The reminder is tied to that prospect. When the date arrives, it surfaces in your pipeline so you see it the next time you open the app. The prospect card is right there — name, phone, estimate details, notes from the visit. You make the call with full context, not a vague memory of who they were.
Why the timing matters #
Most contractors either follow up too late or not at all. The sweet spot for most residential and commercial estimates is 2–3 days after sending — long enough for the client to have reviewed it, short enough that you’re still fresh in their mind. A week is usually too long for a job they want done soon; a day is sometimes too soon if they asked for time to discuss it with a partner or manager.
Set the reminder based on what they told you. If they gave you a specific timeline, use Custom Date and set it the day before their stated decision date. If they were vague, 3 days is a reasonable default for most jobs.
The follow-up call #
When the reminder surfaces, open the prospect card. You’ll see their contact info, the estimated job value, which stage they’re in, and any notes you left from the visit or the estimate presentation. You’re not calling cold — you’re calling with full context.
If they’re ready to go, move the prospect card to Won and link it to the job. If they need more time, reset the reminder for another few days. If they’ve already gone with someone else, move them to Lost and note the reason — that data helps you refine your pricing and follow-up timing over time.
What this builds over time #
Every estimate you set a reminder on is a job you don’t forget to close. The contractors who win the most jobs aren’t always the ones with the best price — they’re the ones who showed up twice: once with the estimate, once with the follow-up. The reminder is what makes the second showing automatic.
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