# How to Follow Up on an Estimate

To follow up on an estimate, send it the same day, confirm the customer received it within 24 hours, then follow up on a set schedule (about day 3, day 7, day 14 and day 30) by call, text and email. Each message should answer a question or offer something, and the last one should politely close the file.

## Key takeaways

- Set the follow-up date before you leave the house: 'I'll check in Thursday.'
- Use a fixed schedule so no estimate goes quiet: same day, 24 hours, day 3, day 7, day 14, day 30.
- Mix channels. Texts get read, calls get answers, emails carry the details.
- Every follow-up should add something: an answer, a photo, financing, an open slot. Not just 'checking in'.
- Finish with a close-the-loop message. It often gets the reply the others didn't.

## Why does estimate follow-up matter?

Estimate follow-up matters because most customers who don't say yes on the spot haven't said no. They're comparing bids, waiting for a spouse, checking a budget or simply busy. If you don't follow up, the contractor who does often wins the job, even at a higher price, just by being there when the customer is ready.

It's also the cheapest way to raise [close rate](https://www.brix.so/learn/close-rate). You've already paid for the lead and the estimate visit. A few messages cost almost nothing per job won, which lowers your [customer acquisition cost](https://www.brix.so/learn/customer-acquisition-cost).

## Step-by-step: how to follow up on an estimate

1. **Before you leave: set the next step.** Ask when they plan to decide and who else is involved. Then say when you'll follow up: 'I'll send this tonight and check in Thursday afternoon. Does that work?' Now your follow-up is expected, not a surprise.
2. **Same day: send the estimate.** Send it within hours, not days, with photos of what you found and clear options. An estimate that arrives first sets the bar the others are measured against.
3. **Within 24 hours: confirm they got it.** A short text: 'Hi Sarah, it's Mike from [Company] Roofing. Just making sure the estimate came through. Happy to answer any questions.' This catches spam-folder problems and opens a conversation.
4. **Day 3: call.** Call at the time you promised. Ask what questions came up and whether they've had a chance to compare. Listen for the real objection: price, timing, trust or the spouse.
5. **Day 7: send something useful.** Email or text something that helps them decide: financing terms, a photo of a similar job, an answer to the question they asked, or an open install date.
6. **Day 14: check timing.** 'Are you still planning to get this done before winter? Our schedule is filling for November and I want to hold a spot if you need one.' Only mention scheduling pressure if it's true.
7. **Day 30: close the loop.** 'I haven't heard back, so I'll assume the timing isn't right and close this out. If anything changes, just reply and I'll pick it up.' Then mark the estimate lost with a reason, and add a reminder for next season if the job is still likely.

Ready-to-use wording for each step is in the [estimate follow-up templates](https://www.brix.so/templates/estimate-follow-up-templates).

## What should you say when following up on an estimate?

When following up on an estimate, say who you are and which job it is, then give a reason for the message: answer a question, share something new or offer a time. Ask one simple question the customer can answer in a word. Avoid 'just checking in', which asks them to do work and gives them nothing.

**Example: a day-3 follow-up call for an HVAC replacement**



**Tech:** Hi Dan, it's Luis from [Company] Heating. I was out Monday about the furnace. Is now an OK time?

**Customer:** Yeah, quick. We're still thinking about it. Got another quote that's lower.

**Tech:** That's fair. Can I ask which option theirs is closest to? Sometimes quotes look different because the equipment or the warranty is different.

**Customer:** It's about $1,200 less than your middle one. Not sure on the warranty.

**Tech:** Ours includes ten years parts and labor and the permit. If theirs doesn't, that's usually the gap. I can also show you the monthly payment if financing helps. Want me to text both over?

**Customer:** Sure, send it. I'll talk to my wife tonight.

**Tech:** Will do. I'll check back Friday morning, and if you have questions before then, just text this number.

## How long should you wait to follow up on an estimate?

Follow up within 24 hours of sending an estimate to confirm it arrived, then again about three days later with a call. Waiting a week for the first follow-up gives competitors time to close. Bigger jobs justify a longer sequence, since customers take longer to decide; small repairs need a shorter one.

**Example follow-up cadence by job size and trade**

| Job type | Example trades | Decision time | Suggested cadence |
| --- | --- | --- | --- |
| Small repair or service estimate | Plumbing, electrical, appliance-type repairs | Hours to a few days | Same day text, day 2 call, day 5 close the loop |
| Mid-size replacement | Water heater, panel upgrade, AC replacement | A few days to two weeks | Same day, 24 hours, day 3, day 7, day 14 close |
| Large project | Roof replacement, repipe, hardscape, design-build | Weeks to months | Same day, 24 hours, day 3, day 7, day 14, day 30, then seasonal check-ins |
| Insurance-driven | Storm roofing, water damage | Depends on the adjuster | Follow the claim: check after inspection, adjuster visit and approval |
| Recurring service | Lawn care, cleaning, pest control | Days | Same day, day 2, day 5; offer a start date each time |

_Cadences are practical starting points, not measured benchmarks. Adjust to how your customers buy._

## Call, text or email: which works best?

Use all three, each for what it's good at. Texts are short and get read quickly, so they work for 'Did it come through?' and scheduling. Calls let you hear the real objection and handle it. Emails carry the estimate, photos, financing terms and comparisons. Get the customer's OK to text before you start.

## Common estimate follow-up mistakes

- **Sending the estimate days later.** By then the customer may have signed with the first contractor who sent one.
- **One follow-up and done.** A single 'just checking in' text isn't a follow-up system.
- **Following up with nothing new.** Each message should answer, show or offer something.
- **Discounting right away.** Find out the objection first. It's often timing, trust or scope, not price.
- **Never closing the loop.** Open estimates pile up and your close rate becomes meaningless.
- **Relying on memory.** Busy weeks are when follow-ups get skipped. Put the schedule on autopilot with [automated estimate follow-up](https://www.brix.so/features/sales-automation).

BRIX builds quotes on site and follows up on every open estimate automatically by text and email on the schedule you set, until the customer says yes or no. You see every open estimate in one place, so none go quiet.

- [Quotes and estimates](https://www.brix.so/features/quotes-estimates): Builds accurate quotes on site and follows up on every open estimate.
- [Sales automation](https://www.brix.so/features/sales-automation): Follows up every lead and open estimate automatically by text and email, and asks every customer for a review after the job.

## Frequently asked questions

### How soon should I follow up after sending an estimate?

Within 24 hours, with a short text or email confirming the customer received it and inviting questions. Then call around day three. Waiting a week for the first follow-up gives competitors time to win the job.

### How many times should I follow up on an estimate?

Plan four to six touches over about 30 days for a typical replacement job, using a mix of text, call and email. Small repairs need fewer; large projects can continue with seasonal check-ins. End with a polite close-the-loop message.

### What do I say in an estimate follow-up text?

Name yourself, your company and the job, then give a reason: 'Hi Sarah, it's Mike from [Company] Roofing. Making sure the estimate came through. I can also send the financing option if that helps.' Keep it short and end with a simple question.

### Is it pushy to follow up on an estimate?

Not if you set it up during the visit and each message adds value. Customers who asked you for a price usually expect to hear back. It becomes pushy when messages repeat 'just checking in' or apply pressure that isn't true.

### What if the customer says my estimate is too high?

Ask what they're comparing it to, then check whether the other bid includes the same equipment, warranty, permits and cleanup. Offer a lower-priced option from your good-better-best range or financing before cutting your price.

### When should I give up on an estimate?

Set a fixed window by job size, such as 30 days for most replacements, and send a final close-the-loop message. Then mark it lost with a reason. For large or seasonal jobs, add a reminder to check back next season.

### Can estimate follow-up be automated?

Yes. Software can send texts and emails on a set schedule after each estimate and stop when the customer replies or books. Keep calls for the moments that need a conversation, like handling an objection.

## Related

- [Estimate Follow-Up Templates (Text and Email)](https://www.brix.so/templates/estimate-follow-up-templates)
- [What Is Close Rate?](https://www.brix.so/learn/close-rate)
- [What Is Speed to Lead?](https://www.brix.so/learn/speed-to-lead)
- [What Is Good-Better-Best Pricing?](https://www.brix.so/learn/good-better-best-pricing)
- [Estimate vs. Quote vs. Bid: What's the Difference?](https://www.brix.so/learn/estimate-vs-quote-vs-bid)
- [What Is AI Follow-Up?](https://www.brix.so/learn/ai-follow-up)
- [Customer Financing Calculator: Quote a Monthly Payment](https://www.brix.so/tools/customer-financing-calculator)
- [Lead Follow-Up Automation That Chases Every Lead and Estimate for You](https://www.brix.so/features/sales-automation)
- [Contractor estimating software that quotes on site and chases every open estimate](https://www.brix.so/features/quotes-estimates)
- [Customer Lifetime Value Calculator](https://www.brix.so/tools/customer-lifetime-value-calculator)

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Written by BRIX Editorial Team. Last updated 2026-10-12.
Canonical: https://www.brix.so/learn/how-to-follow-up-on-an-estimate