Can AI write your quote follow-ups and wait for your OK?
Yes. Fieldproxy's Autopilot drafts a follow-up for every open estimate and a reminder for every overdue invoice, using the options and prices actually quoted, in the customer's language with the English original one click away. Nothing is sent until a person approves, edits or discards each draft.
This walkthrough shows AI-drafted quote follow-ups and payment reminders in Fieldproxy at Summit Home Services, a demo company: the drafts queue, an email follow-up, a Spanish text follow-up with its English original, and a Spanish overdue reminder.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
See what was drafted
Autopilot shows follow-ups drafted in the last 7 days and how many are waiting for approval.
Open the drafts queue
Every draft shows the customer, channel, language and the job or estimate it came from. Nothing leaves without a person.
Read a quote follow-up
The draft lists the good, better and best options with prices from the actual estimate.
Check translated drafts
For Spanish-speaking customers the draft is written in Spanish; Show English original displays the source text.
Approve, edit or discard
Edit the text in place, then Approve or Discard each draft, including overdue invoice reminders.
Questions people ask
- How soon should you follow up on a quote?
- Within a few days while the customer is still comparing. AI drafting makes that realistic for every open estimate, not just the big ones.
- Will the AI send messages on its own?
- Not in this setup. Every draft waits for a person to approve it, and the drafts screen says so: nothing leaves without a person.
- Can follow-ups be written in Spanish?
- Yes. Drafts for Spanish-speaking customers are written in Spanish and marked translated by AI, with the English original one click away.
- Does it also chase unpaid invoices?
- Yes. Overdue invoices get a drafted payment reminder with the invoice number, amount and days overdue, waiting for approval like the quote follow-ups.
- How long does it take to set this up?
- Fieldproxy builds your own field service management system around your workflows, follow-up rules included, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00Can AI write your quote follow-ups for you? Yes. And the safe way to do it is drafts.
- 0:05The AI writes every quote follow-up and every payment reminder, using what your technician actually quoted, in the customer's own language, and nothing goes out until a person on your team approves it.
- 0:18Here's what that looks like at a demo heating, plumbing and electrical company.
- 0:24Most quotes don't go cold because the price was wrong. They go cold because nobody had time to call back. Here, Autopilot drafted sixty-one follow-ups in the last seven days, without anyone on the team writing a word. Fifty-five of them are waiting for someone to say OK.
- 0:42Open the drafts, and the rule is written right at the top: nothing leaves without a person. Read each draft, edit it if you like, then approve it.
- 0:51This one is an email to Linda Spencer about her estimate. It lays out her technician's good, better and best options with the prices from the actual estimate, and it's linked to the job and the estimate it came from, so whoever approves it can check the numbers in one click.
- 1:08Adam Alvarez prefers Spanish. So his text follow-up is written in Spanish, marked as translated by the AI, with the same three options and the same prices his technician quoted. Don't read Spanish? Click.
- 1:21The English original appears right underneath, so whoever approves it knows exactly what the customer will read.
- 1:28Overdue invoices get the same treatment. Alan Mendez is seventy days past due on fifteen hundred and sixty-eight dollars, so his payment reminder is drafted too: in Spanish, polite, with the invoice number and the balance.
- 1:42Discard it, or approve it. Your call, every single time.
- 1:47Every quote chased and every invoice reminded, without anyone writing them, and nothing sent without your OK. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
