How do you follow up quotes that go cold?
Track every open quote by age, value and follow-up date, filter out the cold ones, and send each customer a short personal follow-up. In Fieldproxy, Autopilot drafts those follow-ups in each customer's language, and nothing goes out until a person approves it.
This walkthrough shows quote follow-up at Summit Home Services, a demo HVAC, plumbing and electrical company: the open estimates at risk, filtering quotes over 90 days old, AI-drafted follow-ups and the drafts waiting for approval, including one in Spanish.
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's at risk
The pipeline shows open estimate value, option sets waiting on a decision, follow-ups due and overdue, money at risk and the close rate.
Filter the cold quotes
Filter by age (for example over 90 days) to list the oldest quotes with their best option, presenter, age and follow-up status.
Show the drafted follow-ups
Autopilot drafts a follow-up for open estimates in each customer's language. Quotes that need a manager's approval are flagged.
Review the drafts
Open the drafts: each email or text can be read and edited. Nothing leaves without a person.
Approve or discard
Approve the ones you want sent, discard the rest. Translated drafts keep the English original one click away.
Questions people ask
- When should you follow up on a quote?
- Before it goes quiet: set a follow-up date for every quote and work the overdue ones first. Here 59 follow-ups were overdue with over $700,000 at risk.
- What should a quote follow-up say?
- Keep it short and specific: who presented it, each option and price, financing if offered, and an easy way to reply or book.
- Can AI write quote follow-ups?
- Yes. Fieldproxy's Autopilot drafts a personal follow-up for open estimates, in each customer's language, and every draft waits for a person to approve it.
- Will it send messages without me?
- No. Nothing leaves without a person. On this demo company, approved drafts are kept rather than delivered because no texting number or mailbox is connected.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, 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
- 0:00How do you follow up quotes that go cold? See every open quote by age and value, and have a personal follow-up drafted for each, ready for your OK.
- 0:09Here's how it works at a demo heating, plumbing and electrical company.
- 0:15Most quotes don't die from a no. They die from silence. The pipeline puts the number on it: seven hundred fifty-two thousand dollars in open estimates, fifty-nine follow-ups overdue, over seven hundred thousand dollars at risk, and a thirty-eight percent close rate for the month.
- 0:35Filter by age, over ninety days, and the cold ones line up: nine option sets worth a hundred thousand dollars. Each row shows the best option, who presented it, how many days it has waited, and how overdue its follow-up is.
- 0:51Nobody has to write them from scratch. Autopilot has drafted fifteen follow-ups for these estimates, in each customer's language. And quotes over the limit or below the margin floor are flagged for a manager's approval before they go out.
- 1:06Every draft waits in one place. Nothing leaves without a person: read it, edit it if you like, then approve. This email walks Linda through all three of her options again.
- 1:19The text follow-ups are short and specific: the technician's name, every option with its price, and financing. And Adam Alvarez prefers Spanish, so his is written in Spanish, with the English original one click away.
- 1:35Approve or discard, one by one.
- 1:38Every cold quote found, every follow-up written, and you decide what goes out.
- 1:44Get your own custom field service management within a day, tailored to your workflows.
- 1:50Start at fieldproxy dot ai.
