Estimate Follow-Up

You did the estimate. Don’t lose the job.

The Peak System automatically follows up with outstanding estimates, so you don’t have to chase leads or leave money on the table.

  • Automatic follow-ups
  • Custom timing and messages
  • Turn more estimates into paying jobs
The problem

How many estimates are sitting unanswered?

You spend hours preparing quotes. But once they’re sent, it’s easy to lose track of who responded, who needs a reminder, and which jobs are still up for grabs.

  • $42,500Outstanding Estimates
    Example data for demonstration purposes
  • 8Customers Awaiting Follow-Up
    Example data for demonstration purposes
  • 3Quotes Over 7 Days Old
    Example data for demonstration purposes
How it works

The follow-up happens. Even when you forget.

The Peak System sends personalized follow-up messages according to your schedule, keeps track of customer responses, and stops automatically when they reply.

Book a Demo →
Your estimates, all in one place

Know exactly where every estimate stands.

See which estimates have been sent, who needs a follow-up, and which jobs are ready to be booked.

Estimates PipelineView: Pipeline + New Estimate
Estimate Sent (6)$28,300
  • MGMichael GreeneLandscape Design$4,200 · 1 day ago
  • ABAshley BrownSod Installation$3,800 · 2 days ago
  • RMRyan MillerFence Repair$6,500 · 2 days ago
Follow-Up Due (8)$42,500
  • SMSarah MitchellBackyard Landscaping$8,400 · 3 days ago
  • DWDavid WilsonDeck Build$4,200 · 4 days ago
  • NCNicole CarterYard Cleanup$2,900 · 6 days ago
Customer Responded (5)$34,900
  • SMSarah MitchellBackyard Landscaping$8,400 · Replied just now
  • JCJames CarterYard Renovation$12,500 · 1 day ago
  • BSBrandon ScottConcrete Patio$5,800 · 2 days ago
  • SWStephanie WhiteRetaining Wall$7,300 · 3 days ago
Won (4)$24,600
  • EREmily RobertsFence Installation$6,800 · 1 week ago
  • TMTyler MartinDeck Build$7,500 · 1 week ago
  • DKDan KellerPlanting & Sod$3,800 · 2 weeks ago
Built for better results

More follow-ups. More jobs. Less effort.

  • Stop chasing quotes manually.

    Follow-ups go out automatically based on your schedule.

  • Keep every opportunity organized.

    Track outstanding estimates and customer responses in one place.

  • Stay in control.

    Customize your messages, timing, and follow-up rules.

Frequently asked questions

Got questions? We’ve got answers.

Everything you need to know about estimate follow-up and how it works with The Peak System.

How does the estimate follow-up work?

When you send an estimate, it’s added to your pipeline and a follow-up sequence starts. Friendly check-ins go out on the schedule you choose — for example on day 3 and day 7 — until the customer replies.

Can I customize the messages?

Yes. We write the messages and the timing with you during setup so they sound like your business, and you can change them whenever you like.

What if the customer replies?

Their reply lands in your inbox, you get an alert on your phone, and the follow-ups stop for that estimate — so nobody gets a reminder after they’ve already answered.

Does it work with my current estimating software?

Estimates you send from The Peak System start follow-ups on their own. If you quote in another program, you can mark the estimate as sent in your pipeline and the follow-ups start from there. Bring your software up on your demo call and we’ll show you how it fits.

Will it send too many messages?

No. Follow-ups only go out on the schedule you set — usually a couple of friendly check-ins — and they stop as soon as the customer replies.

Turn more estimates into revenue

You’ve already done the hard part. Let us handle the follow‑up.

Book a short demo and we’ll show you how The Peak System can help you close more estimates and grow your business.

Book a Demo →