Plumbing estimate follow up automation for the options left on the kitchen table
Your techs present good-better-best from the flat-rate pricebook, then move to the next call. We build follow-up that knows which option the homeowner lingered on, resends the sewer camera footage, answers the expansion tank question from your notes and hands financing to a person.
- Follow-up written around the option they looked at
- Sewer camera clips and photos resent with the quote
- Sold options written back as approved estimates
How plumbing estimates go cold
Homeowners compare price, not scope
Your tankless quote includes gas line upsizing, venting, the permit and a code-required expansion tank. The competitor's number does not, and nobody explains the gap.
The camera footage never leaves the tablet
A belly, an offset joint or root intrusion at 40 feet is the whole reason for the sewer line quote. If the homeowner cannot rewatch it, the urgency fades.
Follow-up is a generic "just checking in"
When it happens at all, the message does not mention the repipe, the PEX vs copper choice or the financing option, so it reads like spam.
What our plumbing estimate follow-up does
Custom follow-up that reads open estimates through the official APIs of tools like ServiceTitan, Housecall Pro and Jobber, and drafts messages your service manager approves.
Option-aware sequences
Each open good-better-best estimate gets messages that name the options presented, the one they asked about and what is included at each level.
Camera and photo resends
Sewer inspection clips, failed anode or corroded fittings photos from the job are attached so the homeowner sees the problem again.
Code and permit explanations
Line items like the permit, expansion tank, drain pan or venting changes are explained in plain words from your own notes, so the scope gap is clear.
Financing hand-off
Questions about monthly payments get your lender's application link and go to a person. The automation never quotes rates or approval odds.
Cadence by job type
A no-hot-water replacement is followed up within hours. A planned repipe or sewer replacement gets a slower sequence over several weeks.
Win and loss write-back
Sold, lost and "went with someone else" replies update the estimate status, with lost reasons logged for the service manager.
Estimates it follows up and the tools behind them
Water heater replacements
Tank vs tankless, capacity, gas vs electric and the code items each option includes.
Sewer line and lateral repairs
Spot repair, lining or full replacement options, with the camera footage attached.
Repipes and fixture packages
Whole-home PEX or copper repipes and bathroom fixture upgrades on longer timelines.
ServiceTitan, Housecall Pro and Jobber
Estimates, options and job notes read through their official APIs, with status written back.
Dispatch automation
Sold estimates flow into scheduling with the right crew and permit noted.
Invoice follow-up
Once the job is done, the balance and any deposit are chased on schedule.
Why this works for plumbing sales
Prices come from the estimate, never the model
Every number in a message is pulled from the pricebook items on that estimate. No discounts, price matches or new options are invented.
Texting follows TCPA consent rules
Follow-up texts only go to numbers with consent recorded, STOP replies are honored right away, and your counsel approves the wording.
Financing stays with licensed lenders
The automation sends the lender's own application link and passes questions to your staff. It does not discuss rates, terms or credit.
Your techs keep credit for the sale
Sold estimates stay tied to the tech who presented them, so commission and spiffs in your field software are not disturbed.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is plumbing estimate follow up automation?
It finds unsold plumbing estimates in your field software and follows up on a schedule set by job type, using the options, photos and notes from the visit, with staff approving messages.
Can it explain why our water heater quote is higher than the other bid?
It can explain what your quote includes, like the permit, expansion tank, venting or haul-away, using your own notes. It does not comment on a competitor's bid.
Does it work with good-better-best options in ServiceTitan?
Yes. It reads each option on the estimate and the one the customer viewed, then writes follow-up for that option. When they choose, the selection is recorded for your team to confirm.
Can it send the sewer camera video?
If the footage or a link is attached to the job, it can include it. If your camera saves to a separate system, we pull it from there or have the tech attach it before closing the job.
What if the homeowner asks for a discount?
The request goes to your service manager with the estimate attached. Only offers you have pre-approved, like a membership price on the estimate, can be mentioned.
How fast does it follow up on an emergency water heater quote?
You set it. Most shops want a no-hot-water replacement followed up the same day, while planned repipes get spacing over weeks so it does not feel pushy.
Find out how much is sitting in unsold plumbing options
Take the 2-minute AI audit and see which estimate types are worth following up first.
- Sort a quarter of open estimates
We pull the last 90 days of unsold estimates and group them by water heater, sewer, repipe, fixtures and drain work to see where money sits.
- Write cadences per job type
Your service manager approves timing and wording for each group, including what is never said, like warranty promises or price matching.
- Send with staff approving each draft
In 2 to 4 weeks the first sequence runs, with every message waiting in a review queue before it reaches the homeowner.
- Review lost reasons each month
We look at why options did not sell, adjust the wording and timing, and tell you which pricebook items keep losing on price.