How to Follow Up on Quotes in Jobber: Reminders, Automation, and Message Examples

First, understand the two ways to follow up in Jobber

Jobber calls estimates quotes. After sending one, you can use a manual quote reminder or an automatic quote follow-up. They solve different problems.

A small plumbing shop may prefer personal calls for expensive replacements. A busy HVAC office handling dozens of quotes may pair automatic follow-ups with individual attention for complex jobs.

• Automations — Jobber Help Center (opens in a new tab)
• Work Settings — Jobber Help Center (opens in a new tab)
• Quote Approvals — Jobber Help Center (opens in a new tab)
• The Grow Plan — Jobber Help Center (opens in a new tab)

How to find quotes that need follow-up

1. Sign in to Jobber.com on the web.
2. Select Quotes from the side navigation to open the quote list.
3. Filter the list by status and choose Awaiting Response for quotes waiting on customer action.
4. Open each quote and review the customer, quoted value, created or sent date, and quote history before reaching out.

The quote list also shows an overview by status and metrics such as sent quotes, converted quotes, and conversion rate for a selected date range. You can filter by quote status, created date, and salesperson, then sort rows by client, quote number, property, created date, status, or total.

A weekly review of outstanding quotes gives the office a regular chance to catch a missed response, a requested revision, or a quote that no longer needs follow-up.

• Quote Approvals — Jobber Help Center (opens in a new tab)
• Quote List Page and Key Metrics — Jobber Help Center (opens in a new tab)

How to set up manual quote reminders in Jobber

Manual reminders work well when you want a person to choose the timing, channel, and wording for each conversation. Jobber documents quote reminders as available on all plans.

1. Open the gear icon and select Settings.
2. Go to Work Settings and find the Quotes section.
3. Turn on quote reminders.
4. Choose how many days after a quote is sent you want its reminder to appear.

For example, a roofer could send a replacement quote on Monday and set a reminder for three days later. On Thursday, the assigned teammate checks the status and history, then decides whether a call or email makes sense. The delay is a prompt for the team, not a customer-facing send time.

• Work Settings — Jobber Help Center (opens in a new tab)
• Quote Approvals — Jobber Help Center (opens in a new tab)

How to set up automatic quote follow-ups in Jobber

Jobber’s standard automatic quote follow-ups are available on Connect and higher. If Automations is available to your account, an admin can configure them from Settings → Automations:

1. Open the gear icon and select Settings.
2. Select Automations and find the quote follow-up automations.
3. Open a follow-up to edit its schedule and message.
4. Choose the number of days after the original quote was sent, edit the message, and save the automation.

The standard feature has two follow-up automations, so it can send up to two reminders for quotes in Awaiting Response. Each delay can be set as far as 90 days after the quote was sent, and the message text is editable. Follow-ups use the same channel as the original quote: an emailed quote gets an email follow-up, and a texted quote gets a text follow-up. Jobber says it sends at the same local time of day as the original quote.

A customer or contact receives the follow-up only when “outstanding quote follow-ups” is enabled in that profile’s communication settings. Check the preference before relying on an automation to reach someone.

• Automations — Jobber Help Center (opens in a new tab)
• Emails and Text Messages Settings — Jobber Help Center (opens in a new tab)
• The Grow Plan — Jobber Help Center (opens in a new tab)

When should you follow up on an estimate?

There is no single schedule for every contractor. A $350 plumbing repair and a $16,000 HVAC installation involve different decisions. An urgent repair may need a faster check-in; a bathroom remodel may give the customer several weeks to compare proposals.

• First follow-up: about 2–3 business days after the estimate. Confirm it arrived and offer to clarify the scope.
• Second follow-up: about 5–7 business days after the estimate. Ask whether materials, scheduling, or included work needs clarification.

These are adaptable starting points, not a Jobber requirement or a conversion guarantee. Contact the customer sooner when an urgent repair warrants it. For a longer project, agree on a decision timeline during the estimate conversation and honor that timeline and the customer’s preferred communication channel.

Stop after a decline, a request for no further contact, or confirmation that the customer hired someone else. Silence alone does not tell you what happened, but it is not permission to send messages indefinitely.

Three quote follow-up messages contractors can adapt

A useful follow-up refers to the actual work, respects the customer’s decision, and makes replying easy. Check the quote, status, and message history first. Replace sample names and company details, keep any claim current, and honor the channel and timeline the customer agreed to.

Keep a text brief and personal instead of copying a full email into SMS. Use text only when the customer’s preferences and the relevant communication settings allow it.

• Automations — Jobber Help Center (opens in a new tab)
• Emails and Text Messages Settings — Jobber Help Center (opens in a new tab)

What to do when the customer still does not respond

Silence does not always mean the customer rejected the quote. They may be comparing bids, postponing the project, or simply have not had time to reply. Before another message, check the current scope, quote status, and quote history.

• Did the customer ask for revised pricing or changes to the scope?
• Is the project time-sensitive, and did you agree on a decision date?
• Have you already sent a manual reminder or an automatic follow-up?
• Would a personal call or a direct answer to a question help more than another automated message?

Avoid a duplicate series of separate reminders while Jobber automation is running. Coordinate the messages so the customer does not receive overlapping copies. For a valuable or complicated project, assign a teammate to make a thoughtful personal follow-up rather than relying entirely on automation.

• Automations — Jobber Help Center (opens in a new tab)
• Quote List Page and Key Metrics — Jobber Help Center (opens in a new tab)

What is an unanswered quote actually worth?

Following up helps make sure a potentially worthwhile opportunity is not overlooked. Track actual quote outcomes over time for a useful view of sales performance. Do not multiply open quote value by a hypothetical recovery percentage and present that as pipeline value or revenue.

• Quote List Page and Key Metrics — Jobber Help Center (opens in a new tab)

Jobber’s built-in workflow or a separate tool?

If your Jobber plan includes automatic quote follow-ups, start by using its quote status, communication, and reminder workflow. A separate service may be worth evaluating if you create estimates outside Jobber or prefer a different follow-up workflow.

Do not assume separate systems synchronize. If the same estimate is kept in more than one tool, coordinate status and communication history to prevent duplicate or inappropriate follow-ups.

QuoteBack is a separate service with editable follow-up sequences and response management. This guide makes no claim of a direct Jobber integration. QuoteBack is independent of and is not endorsed by Jobber.

Common follow-up mistakes to avoid

• Sending the same generic message to everyone instead of referring to the actual project.
• Following up without checking whether the quote changed or the customer requested a revision.
• Treating a manual reminder as a customer message; it only prompts your team.
• Running overlapping automations or multiple communication tools without coordinating messages.
• Promising a discount, installation date, or availability window your company cannot honor.
• Continuing after a customer declines, asks for no further contact, or confirms they hired elsewhere.

• Automations — Jobber Help Center (opens in a new tab)
• Work Settings — Jobber Help Center (opens in a new tab)
• Quote Approvals — Jobber Help Center (opens in a new tab)

Frequently asked questions

• Automations — Jobber Help Center (opens in a new tab)
• Work Settings — Jobber Help Center (opens in a new tab)
• Quote Approvals — Jobber Help Center (opens in a new tab)
• Emails and Text Messages Settings — Jobber Help Center (opens in a new tab)
• The Grow Plan — Jobber Help Center (opens in a new tab)

Make following up part of the job

A quote should not be forgotten the moment you send it. Start with the current quote list, identify quotes awaiting a response, and check that reminders are configured correctly. Choose messages that answer real customer questions rather than demanding a decision.

You do not need to chase every customer endlessly. A consistent, respectful process helps keep good opportunities from being overlooked while leaving the decision with the customer.