Remodeling estimate follow-up automation for proposals homeowners sit on
A kitchen or addition proposal takes your designer days to build, then gets one email. Every proposal and design agreement sent from Buildertrend, JobTread or Houzz Pro is followed up on a cadence matched to the project, with financing, scope options and real answers drafted for your salesperson to send.
- Follow-up timed to the homeowner's decision, not a generic drip
- Sticker shock answered with scope options your designer set
- Won, lost and lost-why written back to your pipeline
What happens after the proposal goes out
We need to talk it over
One spouse was at the consult and the other was not. The proposal gets forwarded without context, the number looks big, and the conversation ends at the kitchen table.
Financing never comes up
The homeowner could afford a monthly payment but not a lump sum. Nobody mentions your lending partner, and the project gets shelved for a year.
Nobody knows which deals are alive
Twenty open proposals, no last-touch dates, and the owner asks every Monday which ones will close this month. The answer is a guess.
What the proposal follow-up covers
Proposal status is read from JobTread through its API and from Buildertrend and Houzz Pro through exports, notifications and the integrations they support, since neither offers an open API. Messages are drafted for your salesperson, not sent on their own.
Proposal and design agreement tracking
Each sent proposal or paid design agreement is logged with value, project type, sent date, views where the tool reports them and next step.
Project-aware cadence
A bath refresh gets a short, quick cadence. A whole-home remodel gets a slower one built around design meetings and the homeowner's stated timeline.
Scope options for sticker shock
When price is the objection, a reply offers the alternates your designer prepared, like stock cabinets or keeping the layout, instead of a discount.
Financing at the right moment
Homeowners who hesitate on price get your lending partner's application link, such as GreenSky or Hearth, with a monthly payment example only from the lender's own tools.
Questions routed to the right person
Questions about cabinets go to the designer, about schedule to production, about payment terms to the owner, each with the proposal attached.
Pipeline and lost reasons
Won, lost and stalled status syncs to your CRM with a lost reason, so you can see whether you lose on price, timing or trust.
Tools in the proposal loop
JobTread
Proposals, approvals and customer records through JobTread's API.
Buildertrend
Proposal status from exports and notifications, including former CoConstruct accounts.
Houzz Pro
Estimates and client messages from notifications and exports.
Financing partners
Application links from lenders like GreenSky or Hearth placed in follow-up.
Before the proposal
Fast lead replies and consult booking.
After the signature
Selections, change orders and weekly homeowner updates.
Persistent without pressure
Cancellation rights respected
The FTC Cooling-Off Rule gives buyers three business days to cancel many sales made in their home, and many states add their own home improvement rules. Follow-up pauses during that window and uses only the notices your attorney approved.
No price the designer did not set
The system offers prepared alternates and financing links. It never discounts, invents a payment amount or changes scope on its own.
Texts only with consent
Follow-up texts go only to homeowners whose consent is on record under the TCPA rules your counsel applies, and opt-outs are honored at once.
Your pipeline history stays yours
Proposals, messages and lost reasons are kept in accounts your company owns, and we maintain the cadences monthly as your offers change.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is remodeling estimate follow up automation?
It tracks every proposal and design agreement you send and drafts follow-up matched to the project type and the homeowner's concerns, including scope options and financing. Your salesperson sends or edits each message.
How is a design agreement handled differently from a proposal?
A paid design agreement starts a design phase, so follow-up shifts to scheduling design meetings and selections. An unsigned one is chased like a proposal, with the design fee explained.
What does it do when a homeowner signs and then wants to cancel?
It stops all sales follow-up and alerts your owner. Cancellation is handled under your contract and the notice your attorney approved, not by the system.
Can it tell when a homeowner opened the proposal?
Where Buildertrend, JobTread or Houzz Pro reports views, yes, and a view after a long silence moves that proposal up the salesperson's list.
Will it pressure homeowners with fake deadlines?
No. Any deadline it mentions must be real, like a price hold date or a production slot your team set. Invented urgency hurts trust in a referral business.
Can it bring back proposals that went cold last year?
Yes. Old proposals are sorted by project type and value, and a short check-in is drafted for each, with updated pricing left for your estimator to confirm.
Find out how many proposals are still winnable
Take the 2-minute AI audit to see where your proposals stall and what to follow up first.
- Pull 6 months of proposals
We sort recent proposals by project type, value and outcome, and note how many touches each got before it was won or went silent.
- Write cadences per project type
With your salesperson, we set touch timing and wording for baths, kitchens, basements and additions, plus the scope alternates to offer.
- Draft-only for the first month
Every follow-up is drafted and waits in the salesperson's queue. They send, edit or skip, and we learn from each choice.
- Review the pipeline together monthly
We look at close rate and lost reasons with you each month, and retune cadences when your season or pricing changes.