Quotes
Stop Losing Estimates to Forgotten Follow-Ups
You spent forty-five minutes on-site measuring, calculating, and writing up a detailed estimate. The homeowner said they would think about it. You drove to the next job. And that quote disappeared into the void - no reminder, no follow-up, no second chance. Trikkl changes that. Every estimate you log gets tracked automatically. Three days after you send it, Trikkl nudges you to follow up. If the quote goes cold, we reach out again at sixty days with a friendly reactivation message. Contractors using Trikkl recover 18% more quotes on average - that is revenue you already earned the right to win.
Kitchen remodel
Sarah M. - 3 days ago
Bathroom tile
James R. - 1 day ago
Deck repair
Linda K. - 58 days ago
Three steps
How Quote Follow-Up Works
01
Log the estimate
After you leave the job site, add the quote to Trikkl in under thirty seconds - customer name, phone number, amount, and a short description. You can do it from your truck between appointments. If you use a field service app that Trikkl integrates with, this step happens automatically when you create an estimate. Either way, the quote enters your pipeline with an Open status and a countdown begins.
02
Get reminded to follow up
Three days later - or whatever interval you set - Trikkl sends you a reminder to follow up with the prospect. The reminder includes the customer name, quote amount, and a suggested follow-up message you can send with one tap. No more scrolling through old emails or sticky notes trying to remember who you quoted last Tuesday. The system keeps track so you do not have to, and contractors tell us this single feature pays for the entire subscription.
03
Dormant quotes come back to life
If a quote sits untouched for sixty days, Trikkl automatically sends a friendly reactivation message to the prospect. Something like: 'Hi Sarah, we quoted your kitchen remodel back in February. If the project is still on your radar, we would love to help.' You would be surprised how many homeowners delayed a project for budget reasons and are ready to move forward two months later. This single automation recovers revenue that every other tool lets die on the vine.
“I was leaving $40,000 a year on the table just from quotes I forgot to follow up on. Not anymore.”
Carlos Vega
TrueComfort Heating
The numbers do not lie
The Cost of Not Following Up
The data on follow-up persistence is staggering, and it paints a clear picture of wasted opportunity across the trades. According to industry research, 44% of salespeople give up after a single follow-up attempt. But 80% of closed deals require at least five follow-up touchpoints before the prospect commits. That gap between one attempt and five is where contractors leave the most money on the table.
Consider the math for a mid-size plumbing company. The average plumbing quote in the United States comes in around $2,400. If a plumber sends ten quotes a month and closes six of them, the four lost quotes represent $9,600 in unrealized revenue. Over a full year, that is $115,200 walking out the door - not because the work was overpriced or the customer was unhappy, but because nobody followed up. HVAC contractors face an even steeper cliff. With an average quote value of $3,800, losing just three quotes a month to inaction costs $136,800 per year. Landscapers quoting at an average of $1,200 still lose $57,600 annually if five of their monthly quotes go unfollowed.
The root cause is almost never laziness. Contractors are busy. They are on job sites at seven in the morning and running service calls until six in the evening. By the time they get home, the last thing on their mind is revisiting a quote from last week. The estimate sits in a spreadsheet, a notepad app, or the back of a receipt book, and each passing day makes it less likely that anyone will ever look at it again. By day fourteen, the close rate on an unfollowed quote drops below 5%.
This is the exact problem Trikkl solves. When every quote gets a follow-up reminder at three days and a dormant reactivation at sixty days, the close rate on previously lost quotes jumps by 18%. For a plumber sending ten quotes a month, that means recovering roughly one additional job worth $2,400. Over twelve months, that single recovered quote per month adds $28,800 to the bottom line - from a tool that costs $15 per month.
Avg quote: $2,400. Lost annually from missed follow-ups: $115,200.
Avg quote: $3,800. Lost annually from missed follow-ups: $136,800.
Avg quote: $1,200. Lost annually from missed follow-ups: $57,600.
Full visibility
Quote Pipeline: Track Everything
Most contractors have no idea how many open quotes they are carrying at any given moment. They might remember the big jobs - the $8,000 HVAC replacement or the $5,000 bathroom remodel - but the smaller estimates for a faucet install or a gutter cleaning vanish from memory within days. Trikkl gives you a quote pipeline that shows every estimate at a glance, organized by status so you always know what needs attention and what has already been won.
Open
A fresh quote that has been sent to the customer but has not received a response yet. The clock is ticking. Trikkl shows you how many days old each open quote is so you can prioritize your follow-ups by urgency and dollar value. Open quotes older than seven days get flagged with a visual indicator so they stand out in your dashboard.
Follow-up Due
The three-day mark has passed and it is time to reach out. Trikkl sends you a push notification and an in-app reminder with the customer name, quote amount, and a pre-written follow-up message you can send via SMS with a single tap. You can adjust the follow-up interval from one day to fourteen days depending on how your business operates.
Won
The customer said yes. When you mark a quote as Won in Trikkl, two things happen automatically. First, the quote moves to your Won column so you can track your close rate over time. Second, Trikkl triggers a review request to that customer - because someone who just agreed to hire you is the most likely person to leave a five-star Google review.
Dormant
Sixty days without a response. Instead of letting these quotes die, Trikkl sends an automated reactivation message on your behalf. The message is warm and low-pressure, reminding the homeowner that you are still available if the project is back on their radar. You can customize the dormant threshold and the reactivation message to fit your brand voice.
“A customer said yes to a $6,800 job because I followed up on day 3. Without Trikkl I would have forgotten.”
Rachel Lindgren
AllFlow Drain & Pipe
Side by side
Quote Follow-Up: Trikkl vs. the Rest
Field service platforms like Jobber, Housecall Pro, and ServiceTitan offer quote management as part of their broader toolset, but none of them include automatic follow-up reminders or dormant quote reactivation. They track the quote - they just do not help you close it. You still have to remember to follow up manually, set your own calendar reminders, and write the reactivation message yourself. Trikkl handles all of that for you at a fraction of the price, and it bundles in Google review collection and customer rebooking that none of these platforms include out of the box.
| Feature | Trikkl | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Automatic quote follow-up reminders | - | - | - | |
| Dormant quote reactivation (60 days) | - | - | - | |
| Quote pipeline with status tracking | ||||
| Won quote triggers review request | - | - | - | |
| Free tier available | - | - | - | |
| No annual contract | - | |||
| Built for trades (not generic CRM) | ||||
| Google review collection included | - | - | - | |
| Customer rebooking reminders | - | - | - | |
| Monthly cost | Free-$49 | $49+ | $49+ | $299+ |
Trikkl starts at $0 and maxes out at $49/mo. ServiceTitan alone costs 6x more and still doesn't track quotes the way Trikkl does.
“The dormant quote feature alone paid for a year of Trikkl. Recovered a $3,200 AC install.”
James Whitfield
Northside Climate Control
“I track every estimate now. Takes 10 seconds. My close rate went from 40% to 58%.”
Lisa Tran
Apex Electrical Services
“Simple, fast, and it actually works. No bloated software I'll never use.”
Mike Gallagher
Oakwood Property Care
The math speaks for itself
A 13,000% Return on a $15 Tool
A $15 per month tool that recovers just one $2,000 quote delivers a 13,000% return on investment. That is not marketing math - it is basic arithmetic. Most field service platforms that offer any kind of quote tracking charge $49 to $199 per month as part of a larger bundle you may not need. Jobber starts at $49 per month for their Core plan. Housecall Pro starts at $65 per month. ServiceTitan does not publish pricing but typically lands between $150 and $300 per month for a single technician. Trikkl gives you quote follow-up, Google review collection, and customer rebooking for $15 per month - less than the cost of a single pizza delivery. And your first five reviews are free, so you can see the value before you spend a dollar.
Everything included
Free to start. No annual contract. Cancel anytime.
- Automatic quote follow-up reminders
- Dormant quote reactivation at 60 days
- Quote pipeline with status tracking
- Won quote triggers review request
- Google review collection included
- Customer rebooking reminders
More from Trikkl
Also from Trikkl
Google Review Collection
Every finished job triggers a friendly SMS asking your customer for a Google review. Happy customers leave public praise. Unhappy ones reach you privately before they post. Your review count climbs while you focus on the next call.
Customer Rebooking
Bring past customers back for seasonal maintenance, annual tune-ups, or recurring services. Trikkl reminds them at the right time so you do not have to chase repeat business manually.
Pricing
See every plan side by side. Free to start, affordable to grow. No surprise fees, no annual lock-in, no enterprise-only features. Less than what most contractors spend on coffee in a week.
That quote you forgot about? It is still worth money.
Every unsent follow-up is revenue walking out the door. Trikkl tracks your estimates, reminds you to follow up, and reactivates dormant quotes automatically. Your first five reviews are free - start today and recover the quotes you have been losing.
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