Quote questions answered by text, for trades that quote big jobs
Ready buyers,handed to you.
A customer reads your quote and has a question. It gets answered by text from a fact sheet you approved, never with a made-up price, and you get a text the minute someone is ready to book.
In the example you're Dana, the customer. Pick what you'd text back and watch what reaches Mike's phone.
RR
Ridgeline RoofingText message
AI assistant
Text back as Dana
0Texts to Mike
0Prices it made up
$0Quote value booked
The quote went out. Then nothing.
You did the drive, the measuring and the write-up. Then the customer goes quiet, or asks something at 9pm and nobody answers until the next day. This is how owners describe it.
I get ghosted after estimates all the time.
The AI keeps the thread open with questions people can answer in one text, and answers theirs right away.
No time to look back at every job I bid.
Every open quote gets worked. You only hear about the ones that move.
Price shoppers call back a month or two later.
Polite check-ins at day 30 and 60 keep you the one they come back to.
Big jobs stall on "we need to think about the money."
Your lender link goes out if it's on your sheet, and the price question goes to you.
The gap between quoted and booked is bigger than missed calls.
Quoted work gets answered as fast as you'd pick up a ringing phone.
Paraphrased from public posts on contractor forums and trade blogs. Not our customers.
What happens after the quote goes out.
You keep quoting the way you do now. We set this up and run it. Tap through the steps.
You send the quote like you always do.
Forward it or BCC one address, or text the customer's number and the amount to your own line. That puts it on the list. There's no new app to learn.
A short check-in goes out.
By text if the customer asked for the quote by text or opted in, by email if not. The messages read like they came from your shop, it's honest if anyone asks who they're talking to, and STOP always works.
They ask, it answers from your sheet.
What's included, how soon you can start, the warranty, payments. The AI answers from the fact sheet you approved, word for word where it matters. If the answer isn't on the sheet, it tells the customer it'll check with you and sends you the question.
It never touches the price.
No discounts, no ballparks, no "around." It tells the customer that you set prices and that you'll reach out, and the question lands on your phone with the other bid if they mentioned one.
Ready buyers go straight to you.
When someone asks for dates, says yes or wants the second visit, the AI books the slot from your calendar and texts you right away. Then it goes quiet on that thread and you take it from there.
It knows when to stop.
A "no thanks," a STOP, a booked visit or you marking the quote won or lost ends the follow-up. Texts keep to quiet hours. Every thread is there for you to read.
Try it
It only says what's on your sheet.
Turn a line off and ask the same question. When the answer isn't there, it doesn't guess. It hands the question to you.
Ridgeline fact sheetMike approved every line
Monthly paymentsMike's lender link. Rates come from the lender.
On
Saturday installsYes, when the forecast is dry.
Off
Gutter price$14 a foot for aluminum gutters.
Off
Warranty10 years on labor, plus the shingle maker's warranty.
On
Ask as the customer
Pick a question above
Each answer shows where it came from.
Who it's built for.
It earns its keep when you have a steady pile of open quotes and customers who ask the same few questions.
It fits when
You send about 15 or more quotes a month that sit open, averaging around $5,000 or more.
You do replacement or project work: roofs, HVAC systems, fences, paving, remodels, generators.
Customers keep asking about timing, what's included, warranty and payments.
You'd rather close the ready ones yourself than chase all of them.
Start smaller when
You send fewer big quotes than that. Every Quote Chased covers the plain follow-up.
You want it to bargain on price. It won't, by design.
You want texts sent to people who never asked for a quote. We only text people who asked or opted in.
Who it's built for
One 30-minute call to build the fact sheet. We write it, you approve it once, line by line.
Your quotes, forwarded or BCC'd to one address. PDFs, email or a quoting tool all work.
Your cell for the "ready to book" and price texts.
What we handle
Carrier approval for business texting, and a consent line on your quote form.
The day 2, 7, 30 and 60 follow-ups that start the conversations.
Reading the threads every week and fixing the sheet when the AI gets something wrong.
Your numbers
What could it be worth to you?
Put in your own quotes. The example starts at 5% more quotes closed because questions got answered the same day. The free audit looks at what you do today.
How we count a quote as won back: it sat 14 or more days with no answer, then came back after one of our follow-ups. Only those go on your monthly report.
Gross profit is sales times your margin. It's what the jobs leave you before overhead, and the number to hold our fee against once it's quoted.
What it won't do.
An AI talking to your customers should have hard edges. These are the ones we set, and they're the same for every shop.
It only knows your sheet.Anything not on it goes to you as a question. It says "let me check with Mike" before it would guess.
It never sets or changes a price.It can repeat a number you put on the sheet. It can't discount, estimate or hint at a range.
It hands off. You close.It books the visit or pings you. The sale is still yours, in your words.
It sounds like your shop.Plain, friendly texts. If anyone asks whether it's a real person, it tells the truth.
Texts and email only.No AI phone calls go out. Texts go only to people who asked for the quote or opted in, and old quotes go by email unless the customer opted in to texts.
It can misread a message.That's why we read the threads every week and tighten the sheet. If it's unsure, it hands the thread to you.
Someone has to answer the texts it sends you.If a "ready to book" text sits for a day, the customer waits a day. The AI can't close that gap for you.
Where it lives.
Question answering comes inside Quote Closer Desk and Revenue Engine. On Every Quote Chased it's an add-on, since that setup sends the follow-ups it answers.
It writes like someone at your shop, so most people just answer. If anyone asks whether they're talking to a real person, it tells them the truth. If they'd rather talk to you, it hands the thread over.
What if it says something wrong?
It answers only from the sheet you approved, so the usual mistake is a question it should have passed to you. We read the threads every week and fix the sheet. You can read every thread too, and take any of them over.
Can it give a price?
Only a number you put on the sheet, repeated as written. It never discounts, never gives a ballpark and never matches another bid. Price questions come to you.
Who does it text?
Only people who asked for a quote by text or opted in. Everyone else gets email. Texts keep to quiet hours, and STOP ends them for good.
Does it call anyone?
No. It works by text and email. No AI phone calls go out from your number.
I already use a quoting tool. Does this replace it?
Keep quoting where you do now. Forward or BCC the quote to one address and we take it from there. Once a week you get one text listing your open quotes, and you reply with the ones that closed so the follow-ups stop.
Can I buy just this piece?
Yes. It's quoted on its own after the free audit. It needs the day 2, 7, 30 and 60 follow-ups underneath it so there are conversations to answer, so most shops get it inside Quote Closer Desk.
The terms
3 months, then month to month.No auto-renew term. After the first three months, cancel by text and it runs to the end of the month you've paid for, then stops.
You own your contacts and your number.If you leave, you get a contacts file and your number ported to you. It's all written into the agreement.
Live about a week after text approval.Phone carriers approve business texting first, and they set that timing. Once they do, we're usually live about a week later.
Starts at the from-price on the card.Your exact number comes from the free audit. You'll know the setup fee and the monthly before anything starts.
Who's answering your quotes tonight?
Text Chase how many quotes are open right now. We'll run the free audit with you and tell you if it fits your numbers.