Why estimates go quiet
Customers usually do not ignore estimates because they hate the company. They get busy, compare options, lose the email, wait for a spouse, or feel unsure about scope. The follow-up should remove one of those blockers.
The best timing for estimate follow-up
- Same day: Confirm the estimate was received and ask if anything needs clarification.
- Day 2: Restate the main benefit and offer a scheduling path.
- Day 5: Ask whether they want to move forward, revise scope, or pause.
- Day 10: Send the final helpful nudge and route the outcome to the owner summary.
Text examples
Same day
"Hi, this is Summit Heating and Air. We sent over the estimate for the AC replacement. Want me to answer any questions or look at install windows?"
Day 2
"Quick follow-up on the AC estimate. If you want to move forward, we can look at install timing this week. If you want to adjust scope, reply here and we can help."
Day 5
"Should we keep this estimate open, make changes, or pause for now? A quick reply is enough and we will update the team."
What Rivvet can automate
Rivvet can send approved follow-up texts, watch for replies, route objections, and summarize unresolved estimates. The owner should see which estimates need attention alongside the message activity.
Follow-up should create clarity. If the customer says yes, book it. If they say no, close the loop. If they are unsure, route the real objection.