THE CONTRACTOR GUIDE · RAFTERRELAY
Follow up on the quotes that are still sitting open.
For U.S. HVAC, plumbing, roofing, electrical, and other home-service contractors, the work after an estimate is sent can be easy to lose. RafterRelay helps you plan a useful next conversation for quotes that have not yet become booked work.
Planned and activation-dependent by design.
01 · WHERE THIS FITS
The quote is out. The decision is not finished.
A homeowner may need time to compare scope, discuss timing, check budget, or ask a question that was not clear during the estimate. A quote follow-up workflow gives your team a deliberate place to review that status and decide what the next useful conversation should be.
This complements RafterRelay's missed-call recovery guide : missed-call recovery starts the conversation after an unanswered call; quote follow-up continues the conversation after an estimate is already in motion.
A USEFUL HANDOFF
“We sent the estimate. What would help this customer decide what happens next?”
Keep the question practical for the trade, the job, and the way your crew actually works.
02 · THE FOLLOW-UP PATH
Move from quote status to a useful next conversation.
The intended workflow is simple: locate the quote, review the context, and give a person a clear handoff to assess.
Start with a real quote status
Identify an actual quote or estimate that has not become booked work. Keep the source and its details in the contractor’s existing process.
Choose the useful next question
Review the job context and decide what would make the next conversation helpful: scope, timing, service area, or what is holding up a decision.
Leave the decision with the team
Prepare a note or follow-up plan for manual review. Your crew decides whether and how to continue the conversation.
03 · CAPABILITY BOUNDARY
Plan first. Activate only what fits.
Quote follow-up is presented here as a manual, planned, or activation-dependent workflow. During onboarding, we confirm fit, review your current tools and source data, and discuss any integration or consent work before activation.
04 · THE ESTABLISHED OFFER
A clear starting point for a careful setup.
The offer starts with a two-week trial. If you move forward, there is a $497 per month service fee and a one-time $500 setup fee. Activation details and fit are confirmed during onboarding.
Read the general missed-call recovery guideTWO-WEEK TRIAL
$497 / month
+ one-time $500 setup fee when moving forward
Activation and fit are confirmed during onboarding.
Review full pricingREADY TO MAP THE NEXT STEP?
Bring the open quotes your team wants to review.
Share your trade, service area, current quote process, and the handoff you want to make clearer.