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Follow up on sent quotes automatically

Quick answer: When a quote is marked sent, schedule tailored follow-ups on day 2 and day 7 that stop as soon as the job is won or lost.

Last updated October 15, 2026

Steps

  1. Trigger when a quote is marked “sent” in Jobber, Housecall Pro or your Sheet.
  2. Schedule follow-ups on day 2 and day 7.
  3. Have AI tailor each follow-up to the job type.
  4. Stop automatically when the status changes to won or lost.

What you need

Tools: Jobber/Housecall Pro or Sheet → Zapier/Make → email. Costs: see each vendor's current pricing page.

What to watch

Make sure the stop condition works before going live, so customers who said yes don't get chased.

FAQ

Do I need to code?

No. These recipes use no-code tools like Zapier, Make or n8n. If you'd rather not set it up yourself, StorenTech AI can build it for you.

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StorenTech AI can set up this automation for your business.

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