QuoteBack answers for contractors

Contractor estimate follow-up, explained.

Straight answers about contractor estimate follow-up, quote follow-up emails, and getting started with QuoteBack. Find out how automated estimate follow-up works, what happens when a customer replies, and how to bring your existing quotes into QuoteBack.

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Getting started

What does QuoteBack do?

QuoteBack helps contractors and service businesses keep estimate follow-up organized. Add a quote and, while it remains eligible, QuoteBack schedules follow-up emails for Day 2, Day 5, and Day 10 after the quote date.

Who is QuoteBack for?

QuoteBack is for contractors and other service businesses that send estimates or quotes and want a consistent email follow-up process. It can fit trades such as plumbing, HVAC, electrical, roofing, remodeling, and other quote-based work.

How do I get started?

Create a QuoteBack account, add a quote in the app or import quotes from a supported CSV file, and review your follow-up messages. Keep the quote open and make sure it has a customer email so its scheduled follow-ups can be processed.

Timing, replies, and stopping follow-ups

When are the automated estimate follow-up emails sent?

The three steps are scheduled for Day 2, Day 5, and Day 10 relative to the quote date. Due messages are processed on an hourly schedule, so the actual send can happen on the next processing run.

What if I enter a quote late?

If the normal Day 2 send would be less than 24 hours after you enter the quote, QuoteBack delays that first send until at least 24 hours after entry. The Day 5 and Day 10 steps shift by the same amount, preserving the spacing between follow-ups.

What happens when a customer replies?

When a reply is recorded against a quote, QuoteBack suppresses that quote’s remaining scheduled follow-ups. The rule depends on the reply being recorded in QuoteBack.

Will QuoteBack automatically detect every customer email reply?

If a reply is recorded for the quote in QuoteBack, the remaining follow-ups stop. QuoteBack has not been verified to capture every reply sent to your business email, so some replies may not appear in the app. Confirm how replies are captured before relying on this stop rule.

Can I get an alert when a customer replies?

An unopened reply record can trigger a new-reply alert in the protected dashboard and link to the reply inbox. The alert depends on the reply being recorded in QuoteBack.

Can a customer stop follow-up emails?

Yes. A valid unsubscribe request clears the pending schedule and stops future follow-up emails for that quote.

Messages and existing quote workflows

What can I customize for my account?

In your account-wide defaults, you can edit both the subject and body for each Day 2, Day 5, and Day 10 email.

Can I customize messages for just one quote?

Yes. A quote-specific override lets you edit the message text for that quote’s Day 2, Day 5, and Day 10 steps. The quote-specific editor does not provide subject-line customization.

Can QuoteBack fit the way I already create estimates?

You can enter quotes in QuoteBack or import them from a supported CSV file. CSV import is a file-based workflow; a native live connection to another quoting platform has not been verified.

Plans and signup

What does QuoteBack cost, and is there a free trial?

The current pricing page shows a 30-day subscription trial. Monthly plans are Starter at $29, Pro at $79, and Business at $199. After the trial, billing is monthly at the price for the plan you chose. Check the pricing page for current plan limits and details.

View current pricing and trial details

More from QuoteBack

Practical guides for your next follow-up

Ready for a clearer routine?

Put your next quote on a follow-up schedule.

Create an account, enter a quote or import a supported CSV, and review the messages QuoteBack will use.

Create a QuoteBack account