A sent estimate is not a follow-up system.

• →The estimate sits with status "sent" indefinitely, no reminder ever goes out.
• →Follow-up happens once, then stops, even though the job is still open.
• →Reps forget which estimates they still owe a call, especially with high volume.
• →A customer response comes in and nobody notices for days.

• →A reminder sequence that fires on a schedule after the estimate is sent.
• →Automatic pause the moment the customer responds, calls, or the status changes.
• →A stale-estimate report that surfaces anything with no activity past a defined window.

• →Any conversation after the customer replies: pricing negotiation, scope questions.
• →Deciding when a stale estimate should get a discount offer versus be marked lost.

Large or complex estimates get flagged for a personal call instead of an automated reminder. Any inbound customer message stops the sequence immediately and routes to the rep.

Estimate status lives in the field-service platform. The follow-up sequence reads from and writes back to that status, so a phone-based update still stops the automation.

Build a reminder sequence triggered off estimate-sent status, with automatic stop conditions on customer reply, and a weekly stale-estimate report for reps.

Estimate using: number of estimates sent per month x the percentage currently getting zero follow-up x average job value x historical close rate on followed-up estimates. Use your own numbers, not an assumed close-rate lift.