AI quote follow-up rep for home service businesses · James AI
Common

For home service businesses

Quote follow-up rep

Follows up on every open quote in Jobber or Housecall Pro so none of them go quiet.

  • Jobber
  • Housecall Pro
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

6 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery weekday at 9:00
  2. 1Find quotes sent 2 or more days ago with no answerJobber
  3. 2Read the job notes and what the customer asked forJobber
  4. 3Write a short, friendly follow-up for each one
  5. 4Ask you first before sending the follow-upsHe asks you first
  6. 5Send them through Jobber's own email or textJobber
  7. 6Text you which quotes were approved or turned down
  8. What you getEvery open quote followed up in your words, and a daily note on which ones came back.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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