Quote follow-up email, for the quiet ones.
You walked the job, worked up the number, and heard nothing. Usually they're comparing, waiting on a spouse, or just busy. A short email that asks one easy question gets further than a long pitch.
First follow-up, 3 to 5 days after the visit
Subject: Your [job type] quote from [Company]
Hi [Customer first name],
Thanks again for having me out on [Visit day] to look at [what you looked at, e.g. the water heater in the basement]. I wanted to make sure the quote came through: [Total] for [one-line scope], [plus the other options and their totals, if you gave options].
Any questions so far? People often ask about [a common question for this job, e.g. how long the install takes, or whether the permit is included], so I'm happy to walk through it on a quick call.
If you'd like to go ahead, just reply to this email and I'll get you on the schedule.
Thanks, [Your name] [Company], [Phone]
Click any text to change it. Fill in the parts in [brackets] before you send.
Second follow-up, about a week later
Subject: Still thinking about the [job type]?
Hi [Customer first name],
Checking in one more time on the [job type] quote. No pressure either way.
If the price is what's holding you up, tell me and I'll see what I can adjust, like [a real way to bring the price down, e.g. reusing the existing shutoff valves, or doing the work in two phases].
And if you've gone with someone else, that's fine. A one-line reply helps me keep my calendar straight.
[Your name] [Company], [Phone]
Click any text to change it. Fill in the parts in [brackets] before you send.
When to send it
3 to 5 days after the visit
Long enough that they've had a look, soon enough that they still remember your truck in the driveway.
About a week after that
The second, shorter email. Offer a way to bring the price down, or an easy way to say no.
Then call once, and let it go
Two emails and a call is enough. Mark the job Lost in your pipeline so it stops nagging you, and you'll know your real close rate.
What to change
- Name the exact thing you looked at. "The 40-gallon gas heater with the leaking relief valve" tells them you remember their house
- Put the total and the options in the email itself, so they don't have to dig for the PDF
- Swap the common question for the one you actually hear on this kind of job
- In the second email, offer a real way to lower the price (scope, materials, phasing), not a discount you'll regret
- Cut the "gone with someone else" line if it doesn't sound like you
From "she never answered" to sent
Subject: Your water heater quote
Hi Priya, thanks again for having me out Tuesday. Making sure the quote came through: $2,350 for the 50-gallon gas replacement, or $3,900 for the tankless option, both with haul-away and the permit. Any questions? If you'd like to go ahead, just reply and I'll get you on the schedule.
Thanks, Luis
Ready to review.
Added: "I have Thursday open if you'd like it done this week." Tap Approve & send to email it from your Gmail.
The $2,350 comes from the quote saved on her file, the tankless price from your message. Redline drafts, you approve, it sends from your Gmail. It never texts.
Where the quote lives, and where the yes lands
In Redline you build the quote by chat, even from a photo of the job, with line items and a deposit percent. On Solo and up, the quote composer in Money adds good, better and best options and tax. Either way it's saved on the customer's file. There's no button today that sends a quote link for the customer to approve online, so this follow-up email is where your number reaches them, and their reply is the yes. See quotes and estimates.
Replies come back to your Gmail inbox, because Redline only sends mail and never reads it. When the answer comes, tell the chat "move Patel to Accepted" and the job moves in your pipeline. Until then, a Quoted job turns amber at 7 days in the stage and red at 14, and Home lists your quotes gone quiet, so you can see who's due a follow-up without keeping a list.
Questions contractors ask
Can Redline follow up on quotes for me automatically?
No. It shows you which quotes have gone quiet and drafts the follow-up when you ask, but every email is one you read and approve. Nothing goes out on its own, and Redline doesn't text.
Does this work on the Free plan?
Yes. Quotes, the pipeline, and drafting and sending email from your Gmail all work on Free. A deposit invoice with a card pay link needs Solo.
What if they replied by phone?
Log it: "log a call with Priya, she's going ahead, wants Thursday." It goes on her file, and Redline can find a time and book the visit from there.
Build the quote by chat, then follow it up.
Redline is free to start. Describe the job or send a photo and it lays out the quote, then drafts the follow-up when it goes quiet.
Keep reading
- Spring quote follow-up emailTurn last fall's quiet quotes into spring start dates.
- Quotes and estimatesItemized quotes by chat or from a photo, with a deposit. Options and tax in the composer.
- Job pipelineEvery job from Lead to Paid, with cards that turn amber and red as they sit.
- Email from your GmailEmails drafted by chat and sent from your own Gmail. Send-only, never reads your inbox.
