
The Job Is Busy Enough. Stop Chasing Every Reminder Yourself.
You've already got enough to remember on a job site.
New inquiries, open quotes, and unpaid invoices each get the follow-up you've approved. Your crew steps in when someone replies or needs a real conversation.
On this page · 12
- Where Jobs Slip Between the First Call and the Final Payment
- The Messages That Go Out While You're Working
- One Quote, Three Reminders, No Sticky Notes
- Example: One Job for a 3-Person Crew
- Missed Inquiries: A New Caller or Lead Hears Back While Your Crew Is Busy
- Unanswered Quotes: Reminders Run Until the Homeowner Decides
- Overdue Next Steps: Visits and Invoices Stay on Schedule
- Lost Repeat Business: Paid Customers Hear From You Again
- Reminders About the Current Job Run Apart From Promotional Campaigns
- Who Does What
- What You Get
- From Follow-Up to Repeat Work
You are on a ladder when the next customer calls. Later, a quote needs a reminder. Without a system, both can slip away while the crew keeps working.
The Growth Engine sends the routine follow-up for each step of the job, on the schedule you approve.
Where Jobs Slip Between the First Call and the Final Payment
- Missed inquiries: a homeowner calls while you are driving. You mean to call back, but the next job pulls you in.
- Unanswered quotes: a quote goes out on Tuesday, and by Friday nobody has checked whether the homeowner read it.
- Overdue next steps: a homeowner forgets the visit, or an invoice sits unpaid because nobody followed up.
- Lost repeat business: the job is paid, the crew moves on, and the customer forgets your name before they need work again.
You have already earned those inquiries. More ads will not fix a missed reply or a quote nobody follows up.
The Messages That Go Out While You're Working
The follow-up each customer situation starts.
| Customer situation | Message or action |
|---|---|
| Nobody answers a new caller | Text back with booking and estimate links |
| A homeowner submits an estimate | Follow-up on your approved schedule |
| A quote remains open | Email and text reminders |
| An invoice remains unpaid | Payment reminders |
| A customer pays in full | Thank-you, followed by a review request |
One Quote, Three Reminders, No Sticky Notes
Your quote goes out on Monday. The homeowner wants time to think.
The Growth Engine follows up on the schedule you choose. When the homeowner replies with a question, your crew handles it. When you record their decision, the reminders stop.
You don't need to remember which evening to send another message.
Example: One Job for a 3-Person Crew
A 3-person deck crew in Oakville is framing a deck all week. Here is one new customer's job, from first call to review request.
- Monday, 11 a.m.: a homeowner calls while the saw is running. They get a text back, finish an online estimate on their lunch break, and book a site visit for Wednesday. The confirmation, calendar invitation, and quote go out on their own.
- Monday, 5 p.m.: the owner returns the call from the callback list in the truck.
- Wednesday: the owner measures the yard, enters the measurements, and sends the final quote from a phone.
- The next week: the first quote reminder goes out. The homeowner replies with a question about railings, the owner answers, and the homeowner signs.
- Three weeks later: the crew marks the deck "Complete". The invoice goes out, and one payment reminder follows before the homeowner pays.
- Three days after payment: the review request goes out.
The crew answers the call, visits, quotes, answers one question, and marks the job complete. The Growth Engine sends the routine messages in between.
Missed Inquiries: A New Caller or Lead Hears Back While Your Crew Is Busy
Missed-Call Texts
Your two-person crew is under a sink when a new number calls. Nobody can answer, and the homeowner is already looking up the next plumber.
When your crew misses a new caller, the phone system sends a text and puts the call on the callback list. Follow-up starts from there.
Lead Responses
A homeowner prices a new deck on your website at 10 p.m. and isn't ready to book. Without follow-up, that request sinks under the next day's calls.
- Starts when: a homeowner finishes an online estimate or sends a website form, which starts their customer record as a lead.
- What goes out: follow-ups on your schedule, so nobody on your team has to remember when to reach out again.
- Stops or goes to your team: the lead follow-ups stop when the homeowner books a visit, when you mark the lead Nurture or Suppress, or when the homeowner turns them off from any message. Your team answers each reply.
- You set or approve: the follow-up schedule and the status you give each lead.
Unanswered Quotes: Reminders Run Until the Homeowner Decides
Quote Reminders
A homeowner says they need to talk it over with their partner. They may be comparing contractors, checking the budget, or waiting for the right time.
- Starts when: the quote goes out.
- What goes out: email and text reminders while the quote is open, on your schedule.
- Stops or goes to your team: reminders stop when you record the homeowner's decision, when the homeowner turns them off from any reminder, or after the last scheduled reminder goes unanswered. A reply alone leaves the reminders running, so your team answers it and records the decision.
- You set or approve: the reminder schedule, the rates behind the price, and whether to take the job. When a homeowner says no or not yet, you mark the quote Nurture or Suppress and pick the reason, such as price, timing, or another contractor.
Overdue Next Steps: Visits and Invoices Stay on Schedule
Visit Confirmations
A homeowner books an estimate visit for Thursday, then forgets. Your painter drives 40 minutes to a locked door.
- Starts when: a homeowner books a visit.
- What goes out: a calendar invitation and a confirmation email right away. Accepting the invitation adds the visit to the homeowner's own calendar, which reminds them before your crew drives out.
- Stops or goes to your team: the confirmation goes out once per booking. Your team handles any change the homeowner asks for.
- You set or approve: the open times on your calendar that homeowners can book.
Payment Reminders
The interlock job is done, and the crew is on the next driveway. Asking a homeowner for money feels awkward, so the reminder never gets sent.
- Starts when: you mark the job "Complete" from your phone, and the invoice goes out with how to pay you by Interac e-Transfer.
- What goes out: reminders on your schedule while the invoice is unpaid.
- Stops or goes to your team: reminders stop when the balance reaches $0, once you confirm each e-Transfer or cash payment from your phone, or when the customer turns them off from any reminder. Your team sees which invoices are still owed and handles questions and disputed charges.
- You set or approve: your payment stages, payment terms, and reminder schedule.
Lost Repeat Business: Paid Customers Hear From You Again
When the invoice balance reaches $0, the customer moves to Nurture and gets a thank-you from your business, then a Google review request 3 days later. From there, customer campaigns bring them back for future work.
Reminders About the Current Job Run Apart From Promotional Campaigns
Operational reminders move a job the homeowner already started: the missed-call text, lead responses, visit confirmations, quote reminders, and payment reminders. Each goes to the person who called, asked, booked, or owes on that job, and stops once that step is done.
Customer campaigns bring past customers back for new work. Promotions go only to paid customers in Nurture, under Canada's Anti-Spam Legislation (CASL), and an unsubscribe stops them.
Operational reminders and campaigns come with the Growth Engine on both plans. On the Pay When Paid Plan, a job booked from a campaign reply carries the fee. See what campaigns cost.
Who Does What
Who handles each part of your automatic follow-up.
| Who | Job |
|---|---|
| The Growth Engine | Texts back new callers nobody answers, follows up new leads, confirms booked visits, sends quote and payment reminders, sends the thank-you and review request, and logs every message on the customer record. |
| Me | Set up your follow-up schedule, reminder schedule, and payment terms around how your business runs, and change the schedule or wording when you ask. |
| You | Approve the schedule, return calls, answer replies, set the price and decide which jobs to take, record each homeowner's decision, mark jobs complete, record cash, and handle disputes and complaints. |
| Your customer | Decides whether to reply, book, sign, pay, leave a review, or turn the reminders off. |
What You Get
- A text back to every new caller nobody answers
- Follow-up on every new lead, on your schedule
- A confirmation and calendar invitation for every booked visit
- Email and text reminders on every open quote
- Payment reminders on every unpaid invoice
- A thank-you and Google review request after every paid job
- Every message logged on the same customer record
From Follow-Up to Repeat Work
Once the invoice is paid, the payment reminders stop and customer campaigns take over.
In a one-hour review with me, you see the follow-up schedule for your trade. It costs nothing, and no decision is expected.
Common Questions About Contractor Follow-Up Automation
How do we stop losing new callers when nobody can answer?
When your crew misses a new caller, the phone system sends a text and puts the call on the callback list. Follow-up starts from there. See how the contractor phone system works.
Can quotes get followed up without me remembering?
Yes. Email and text reminders go out on your schedule while the quote is open, and they stop when you record the homeowner's decision.
Does a homeowner's reply stop the reminders?
Not by itself. Your team answers the reply and records the decision, which stops the reminders. They also stop when the homeowner turns them off from any reminder, or after the last scheduled one goes unanswered.
Can I change when reminders go out and what they say?
Yes. You approve the schedule, and I change the timing or wording when you ask.
Is a payment reminder the same as a marketing campaign?
No. A payment reminder is about the job the customer already owes on, and it stops at $0. Marketing to past customers runs as customer campaigns, with their own consent and fee rules.
Does automation replace my office staff?
No. It sends the routine reminders. Your staff still answer questions, settle scheduling problems, and handle every conversation that needs a person.
Does automatic follow-up guarantee more jobs?
No. Each new caller, open quote, and unpaid invoice gets its follow-up, and your price, reputation, and workmanship still decide who wins the job.