You fill out one form after each estimate. We handle every follow-up from there: texts, replies, re-engagements. Here's exactly what that looks like.
After you leave a customer's house (or wrap a consultation), pull up the form on your phone. Enter the customer's name, number, what you quoted, and roughly how much. That's it. Bookmark it once and it's always there.
You don't need to remember follow-up dates, create a contact, or open a new app. Just fill out the form and move on to the next job.
There's also a field for notes and an optional outcome field. If the customer said "call me in 3 months," you mark it "not now" and we handle the 90-day re-engagement automatically.
Submit Estimate
Takes about 30 seconds
As soon as you submit the form, the sequence starts. Three texts go out on your behalf, written in a casual, professional tone that sounds like it came from you, not a CRM.
The timing is designed to match how service businesses actually work: Day 2 (while the estimate is still fresh), Day 5 (when people start deciding), and Day 10 (a low-pressure last check-in).
The texts include the customer's name, a reference to the service, and optionally your Calendly booking link. Nothing generic, nothing spammy.
When a customer responds to any of the follow-up texts, you get a notification on your phone immediately as a plain text message, from your own Booked Out number. The notification includes the customer's name, what they said, the job type, and the quote amount. Everything in one place.
You don't need to be logged in to anything. You don't need to check a dashboard. The reply comes to you.
You get this as a regular text to your phone. No app needed.
When you reply in the same thread as the notification, your message is forwarded to the customer automatically. From the customer's side, it looks like one continuous conversation from the same number. No handoffs, no re-introductions.
You never need to save their number or switch apps. Just reply to the notification text and the conversation continues seamlessly.
Works from any phone, any carrier, any texting app.
Your admin dashboard shows every active follow-up sequence, their status, and the quote amount. If a customer calls you directly and books the job, you cancel the sequence in one click and no more texts go out.
Nothing to configure. It's a simple table with the information you actually need: name, service, amount, where they are in the sequence, and a cancel button.
Tier 2 and above adds close rate tracking and full quote history, so you can see what you booked, what ghosted you, and what's still in play.
Ready to stop losing estimates? Get started for $150/mo. No long-term contract.
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