Agent Run AppsEXAMPLE 04 / QUOTE CHASER

AUTOMATION EXAMPLES / Money is sitting still

04 / CUSTOM STARTING POINT

Quote Chaser

Polite, timed estimate follow-up that stops the second the customer responds.

A solid estimate is delivered, the customer says they will think about it, and the next follow-up depends on memory.

BUSINESS LANE / Money is sitting still

DELIVERY / BUILT AROUND YOUR BUSINESS

Open the interactive example

ONE POSSIBLE VERSION

The recurring pass stops depending on memory.

Quote Chaser watches estimate status, follows the business timing and tone, records every message, detects responses, and routes questions or objections to a person. The exact triggers, actions, tools, and approval boundaries would be mapped from how your business works today.

BEST FOR
  • Home services
  • Project businesses
  • Repair shops
  • Any business sending estimates
BUSINESS OUTCOMES
  • Consistent follow-up
  • Fewer silent estimates
  • Visible customer status
  • No messaging after reply
CONNECTED SYSTEMS
  • Estimating or job system
  • Email or SMS
  • CRM
  • Calendar

RUN AN ILLUSTRATIVE JOB

See the pattern—not a promised dashboard.

This safe interface explains the trigger, actions, evidence, and human stop using fictional records. A client version is custom and normally runs through the tools the team already uses.

AR
Quote ChaserBuilder workbench · fictional records
READY
01 / EVENT ARRIVESMON 14:10
Job system

Estimate 1048 · $6,800

Basement waterproofing estimate sent to Jamie Rivera. No answer after three business days.

  • Existing customer
  • Email + SMS allowed
  • Follow-up window: 9–5
This example changes no outside account. A client version would use the real trigger, accounts, records, and approval rules.
02 / SYSTEM DOES THE PASS0 / 4
  1. 01
    WATCHTrack estimate status

    Sent · unopened · no reply

    ○
  2. 02
    FOLLOW UPSend the approved message

    Business-day timing · customer tone

    ○
  3. 03
    DETECTUnderstand the response

    Question about start date

    ○
  4. 04
    STOPPause and route the question

    Sequence ended · owner task created

    ○
03 / HUMAN GETS THE DECISIONWAITING
RESULT

The result will appear here.

Run the example to watch the system complete the repeatable work and stop at the human boundary.

Estimate
—
Follow-up
—
Response
—
Status
—
ONE HUMAN DECISIONBuilt only after the evidence is ready.
04 / EXAMPLE WORKFLOWOWNER TIME RETURNED · 5–10 minutes per open quoteThe interface is explanatory—not the deliverable

THE SAFE OPERATING ENVELOPE

Fast on the routine. Careful at the edges.

The goal is not maximum autonomy. It is the most useful level of autonomy the business can understand, test, and safely own.

RULE 01
  • Stops on any reply
RULE 02
  • Respects opt-outs and contact windows
RULE 03
  • Never changes price or scope
RULE 04
  • Keeps every touch attached to the estimate
A GOOD FIRST FIT

The business sends enough valuable estimates that a few recovered jobs materially matter.

NOT THE PROMISE

Quotes are rarely lost to follow-up or the underlying sales offer is not yet credible.

IF WE BUILD YOUR VERSION

The implementation leaves with the keys attached.

The interface above is an explanatory example, not the deliverable. Your build lives in your tools, uses your accounts, follows your rules, and ships with enough documentation for a capable operator to understand it.

  1. Estimate trigger
  2. Sequence timing
  3. Message library
  4. Reply detection
  5. Escalation rules
  6. Activity log

QUOTE CHASER / YOUR VERSION

Bring five examples of how this happens today.

I will map the normal path, the exceptions, and the human decisions, then tell you the smallest useful version worth proving.

Describe how it happens now Talk it through instead