Answers / Email follow-up on autopilot
Email follow-up on autopilot
Set your job software to send follow-up emails (and texts) automatically when a customer hasn't answered a quote or paid an invoice, so leads don't go cold while you're busy. Here is how to set it up with tools we list.
Steps
- Pick what to follow up on. Start with the two that cost you the most: quotes the customer never answered, and invoices that are past due. New-lead welcome emails come next.
- Turn on the follow-up in your job software. If you already use job software, look there first. Jobber (Connect plan and up) and ServiceM8 (all plans) both list automatic quote and payment follow-ups by email or text. Markate lists an email drip campaign for leads, and Housecall Pro lists automated follow-ups in its Pipeline tool.
- Set the timing. Choose when each message goes out after the quote or invoice is sent, and stop after two or three tries. Pick a schedule you would be comfortable getting yourself; there is no proven perfect gap.
- Write short, plain messages. Say who you are, what the quote or invoice was for, and the one thing to do next: approve the quote, book a time or pay the link. Add your name and phone number so they can just call.
- Make sure it stops when they answer. Test that the follow-ups stop once a customer approves a quote or pays. Send a test quote to your own email to see exactly what customers get.
- Check the results every month. Look at which quotes got approved after a follow-up and which went quiet. Change the wording or timing on one message at a time.
Tools that do this
Only tools we list. What each does here comes from the vendor's own page on the date shown; prices are the starting prices on the vendor's pricing page. Prices change, so confirm before you buy.
| Tool | What it does for this | Starting price |
|---|---|---|
| Jobber | Pricing page lists automated follow-ups by email or text when a client hasn't responded to a quote, plus automated invoice follow-ups with a one-click pay option. Quote and invoice follow-ups are listed on the Connect plan and up, not Core. (vendor page, checked 2026-10-30) | Core $29/mo billed annually ($49 month-to-month) (pricing, checked 2026-11-01) |
| ServiceM8 | Pricing page lists Quote Follow-up (automated emails and texts for issued quotes) and Automated Payment Follow-ups on all plans, and email sent and received from the job card. (vendor page, checked 2026-10-30) | Free $0/mo (30 jobs); Starter $29/mo (50 jobs); Growing $79/mo (150 jobs); Premium $149/mo (500 jobs) (pricing, checked 2026-11-03) |
| Housecall Pro | Pricing page lists Pipeline, which it describes as automated follow-ups to convert more leads into jobs, tracked in one place. Plan pricing for it is shown after a demo. (vendor page, checked 2026-10-30) | Basic $59/mo billed annually (pricing, checked 2026-11-01) |
| Markate | Pricing page lists automated follow-ups, an automated email drip campaign for leads, automated invoice follow-ups and SMS and email reminders; SMS drip campaigns are priced per text. (vendor page, checked 2026-10-30) | Owner Operator $49.95/mo ($45.95/mo billed yearly); Team adds $5/employee/mo (pricing, checked 2026-11-03) |
Setup guides and comparisons
By industry: Construction, Snow & landscaping, Home services. All quoting-estimating tools.
Last checked 2026-10-30. We do not rank these tools; we name a pick only after hands-on testing. Spot something out of date? Send a correction.
One useful tool, one setup recipe, every week.
No spam. Unsubscribe anytime. Privacy