AI Advantage

In researchPlanned after Photo-to-Estimate. Scope may change.

Estimate Follow-Up

Estimates go out and then nothing happens. Following up falls to the bottom of the list, and it is hard to know which quotes are still alive.

The Rio Bravo between El Paso and Juárez

Keep track of open quotes and get follow-ups ready, so good jobs do not go quiet.

Photo-to-Estimate is a pilot for members who enter their own price book. You approve, change or reject every estimate, and Radar sends nothing; it opens to each member once the gates on its page have cleared. The other three solutions are still in research and cannot be used yet. None of them has a price yet.

How it is planned to work

  1. You keep a list of open estimates, starting with one you add or share with us.
  2. The system shows which estimates have gone quiet, based on a schedule you set.
  3. It drafts a short follow-up in your wording for each one.
  4. You decide which to send, and you send them yourself.
  5. You mark the result, and answered or declined estimates drop off the list.

Who it is designed for

  • Businesses sending many estimates each month
  • Owners with no regular habit of following up
  • Businesses that have asked customers whether they may follow up

What your business would receive

  • A clear list of open estimates and how old each one is
  • Draft follow-ups to review and send
  • A simple count of estimates decided, won and lost

What has been tested

Nothing has been tested yet.

How a pilot would run

  1. You request a consultation, and we aim to reply within two business days.
  2. We talk for 20 to 30 minutes about how many estimates you send and how you follow up today.
  3. You set the follow-up schedule and approve the wording.
  4. Once every gate below has cleared and pilot terms are signed, your list of open estimates is set up.
  5. Quiet estimates come to you with a draft follow-up. You decide which to send, and you send them yourself.
  6. We review the results with you for 30 minutes each week over 60 days, then you decide whether to continue.

What must clear first

  • Counsel has reviewed how this solution would contact anyone on the business's behalf. Automated messaging stays blocked until then (D-092, decision 2).
  • The operator has approved this specific pilot (D-092, decision 2).
  • Testing before the pilot uses invented conversations or consenting internal testers only (D-092, decision 2).
  • The business owner has authorized the pilot in writing, including what may be drafted and who sends it (D-092, decision 2).
  • An environment for real business data approved by the operator exists (D-151).
  • The operator has ruled on whether drafts the owner sends to real customers can be part of a pilot (D-102).
  • Your customers have agreed to hear from you about their estimate, and you can show how.

What it will never do

  • Send a binding message or make a commitment on your behalf.
  • Set or change a price. Prices come from you.
  • Contact a real customer without you.
  • Offer a discount or send a promotion.

In the first version

  • You send every follow-up yourself.
  • It works from a list you keep or share. It does not connect to estimating software.
  • Planned after Photo-to-Estimate, so its scope may change.

Questions owners ask

Can I start using it now?
No. It is still in research, and no business can use it yet. A consultation tells us what would make it worth piloting for you.
Will it send follow-ups for me?
No. It shows which estimates have gone quiet and drafts a follow-up. You choose what to send and send it yourself.
Will it offer discounts to close a job?
Never. Prices and discounts stay with you.
Can it contact customers who never asked for an estimate?
No. It works only from estimates you have already sent.
How does it know when to follow up?
From the schedule you set in the consultation, for example a week after an estimate goes out.
What happens to my business and customer information?
Pilots wait for an environment for real business data approved by the operator (D-151). Until then, testing uses only invented businesses and invented requests.
What does it cost?
There is no price yet. Pilot terms, including any fee, are set by the operator and agreed in writing before anything starts.
Can I stop a pilot?
Yes. How to stop is part of the written pilot terms, and every weekly review is a point to decide whether to continue.

This describes a proposed managed service. No deployment, automated customer contact or outcome is promised. A consultation is an inquiry, not an order.

Request a consultation

Tell us how many estimates you send and how you follow up today. A consultation is a conversation. It does not sign you up for anything.

Please do not include your customers' names, phone numbers or photos. We use this only to reply to you.

Messages are private and are not published. Provide a reply email for a response. Do not send passwords, identity documents or unnecessary personal information.