How to Follow Up on Unconverted Quotes in Jobber (Without Doing It Manually)

8 min read

If you're sending 20+ quotes a month in Jobber, some are going cold right now. Here's how to automate follow-up and win them back.

If you're sending 20+ quotes a month in Jobber, some of them are going cold right now.

Not because the client went with a competitor. Not because your price was wrong. Just because life got busy and nobody followed up.

Here's the hard truth: most contractors follow up once, maybe twice. Then they move on. But studies show it takes 5 or more touchpoints to close a sale. That gap between what you do and what it takes — that's the money you're leaving on the table.

This post shows you exactly how to fix it.

Why Jobber Quotes Go Cold

Jobber makes it easy to send a professional quote. But getting that quote approved? That's on you.

Jobber's built-in follow-up reminders are only available on the Grow plan ($149/month). If you're on Core or Connect, you have no native follow-up automation at all.

And even on the Grow plan, Jobber sends basic reminders — not a smart multi-step sequence that adapts to the quote value or time of year.

So most contractors end up doing one of three things:

  • Following up manually (time-consuming and inconsistent)
  • Not following up at all (expensive)
  • Paying for an enterprise tool that's overkill for a small shop

There's a better way.

The Manual Follow-Up Problem

Let's say you send 50 quotes a month. Even if you close 40% of them, that's 30 quotes sitting unanswered.

Chasing every one manually means:

  • Remembering who to call and when
  • Writing individual emails between jobs
  • Forgetting the ones that slipped through
  • Awkward messages sent at the wrong time

You didn't start a contracting business to become a salesperson. But every cold quote is a job you already paid to quote — and didn't get paid for.

How to Automate Quote Follow-Up in Jobber

The fastest way to fix this is to connect a dedicated follow-up tool to your Jobber account.

NudgeQuote is built specifically for this. It connects directly to Jobber and automatically sends a sequence of up to 6 follow-up emails to any client who hasn't responded to a quote.

Here's how it works:

Step 1 — Install NudgeQuote on top of Jobber

Takes under 5 minutes. No replacing Jobber, no migrating data. It reads your existing quotes directly.

Step 2 — Choose your follow-up sequence

Pick from pre-built templates for HVAC, plumbing, roofing, or landscaping — or customize your own on the Pro plan.

Step 3 — Let it run

NudgeQuote monitors your Jobber quotes automatically. When a quote goes unanswered, the sequence starts. Smart timing adjusts based on the quote value, season, and your local business hours.

Step 4 — It stops the second a client responds

No awkward double messages. The moment a client replies or approves the quote, the sequence stops automatically.

What a 6-Step Follow-Up Sequence Looks Like

Most contractors send one follow-up. Here's what a full sequence looks like for a roofing quote:

  • Day 1: "Just checking you received the quote — happy to answer any questions."
  • Day 3: "Roof repairs in [city] book out fast in summer — wanted to make sure you had a chance to review."
  • Day 7: "Still available if the timing works — here's the quote again for reference."
  • Day 14: "Last follow-up from my end — let me know if you'd like to move forward or if the project is on hold."
  • Day 21: "Closing this one out — reach out any time if you need us."
  • Day 30: Final soft close.

Every step is automatic. You're on the job. NudgeQuote is closing it.

The Recovered-Revenue Dashboard

The best part: you can see exactly how much money your follow-ups are winning back.

NudgeQuote's recovered-revenue dashboard shows you:

  • Which quotes were approved after a follow-up
  • Which step in the sequence closed the deal
  • Total dollars won back by automated follow-up

Most contractors are surprised at how much revenue was sitting in their cold quote pile. This dashboard makes it visible — and keeps it from happening again.

Who This Is For

NudgeQuote works best if you:

  • Are on any paid Jobber plan (Core, Connect, or Grow)
  • Send 20 or more quotes per month
  • Work in HVAC, plumbing, roofing, or landscaping
  • Are tired of chasing quotes manually (or not chasing them at all)

If you're on Jobber's Grow plan and already using built-in reminders, NudgeQuote gives you deeper sequences, smarter timing, and revenue attribution that Jobber doesn't offer.

If you're on Core or Connect, NudgeQuote gives you follow-up automation you can't get any other way without upgrading your entire Jobber plan.

Try It Free During Beta

NudgeQuote is currently free during beta. No credit card needed to get started.

Start following up automatically →

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