Top 7 Old Quote & Estimate Follow-Up Campaigns for Residential Plumbing Companies

{"faqs":[{"answer":"There's no hard cutoff. CallMyCustomers typically works quotes from 6 to 18 months old, segmented by age, and finds that older quotes still convert with honest messaging — for example, acknowledging that pricing or the customer's situation may have changed. Independent data suggests quotes that convert tend to close quickly (a median of about two days), but that reflects quotes actively being worked; old, forgotten quotes are a different asset entirely. A homeowner who got a repipe estimate a year ago may still have the original problem. The key is messaging that feels useful rather than pushy — re-sharing the quote with fresh timing, updated information, or an easy way to schedule.","question":"How old is too old for a plumbing quote to follow up on?"},{"answer":"CRM automation sends scheduled texts and emails that you build and manage yourself. CallMyCustomers is a done-for-you service: a real outreach team calls your unsold-quote list on your behalf, sends texts and emails in your business's name, and routes replies back into your booking process. There's no software to buy or learn — it works from your existing CRM, spreadsheet, or POS list exactly as it is. Most importantly, you approve every script, offer, and message before anything is sent. Automation handles the scale; real humans handle the judgment, like recognizing a ready buyer or handling a question about an old price.","question":"What makes CallMyCustomers different from CRM follow-up automation?"},{"answer":"It depends on the approach. CallMyCustomers charges a one-time flat Campaign Setup fee based on list size (quoted at a free list review) plus Outreach Minutes at 9¢–21¢ per minute, stepping down as volume grows — texts and emails are not billed separately. Software alternatives run from Jobber's Connect plan at $99/month (prepaid annually) to Housecall Pro's tiers at $59–$329/month, while ServiceTitan is custom-quoted through a sales process. A remote calling team like My Virtual Resources is flat-rate but unpublished. In every case, compare the cost against the value of recovered jobs — reactivating a customer is roughly 5x cheaper than acquiring a new one.","question":"How much does old quote follow-up cost?"},{"answer":"Both, in sequence, works best. Industry guidance suggests a same-day recap after sending a quote, a light check-in two to three days later, and multi-touch persistence — research indicates it takes 5–12 touchpoints to close a sale while most companies give up after one or two. Texts are good for quick questions and easy replies; a phone call creates a real conversation, surfaces objections, and often closes the job on the spot. Compliance matters either way: first messages should identify your company and include a clear opt-out, and opt-outs must be honored immediately.","question":"Should plumbing companies call or text old quotes?"},{"answer":"Yes. CallMyCustomers works from any system that exports a list — CRM, spreadsheet, or point-of-sale — without changing your existing tools. If your estimates already live in a field service platform like Jobber, Housecall Pro, or ServiceTitan, check whether automated follow-up is included in your current tier before adding another subscription; sometimes the feature you need is already behind a plan upgrade. The gap most platforms leave is the human layer: automated reminders don't capture objections or have judgment conversations, which is where a calling service or in-house caller adds value.","question":"Can follow-up work if my quotes live in quoting software?"},{"answer":"With CallMyCustomers, win-back campaigns typically run two to four weeks end-to-end, with replies arriving as soon as the first wave of outreach goes out. The process starts with a free list review that segments your quotes by recency, then moves through message and offer approval, outreach, response handling, and booking. After the campaign, follow-up continues with post-service review requests, seasonal reminders timed to plumbing cycles (drain cleaning, water heater checks, annual inspections), and renewal outreach — so reactivated customers don't go dormant again.","question":"How long does an old quote follow-up campaign take to run?"}],"heading":"Top 7 Old Quote & Estimate Follow-Up Campaigns for Residential Plumbing Companies","listings":[{"cons":["It's a service, not self-serve software — teams wanting a dashboard to configure themselves will want a platform instead","Pricing setup fee is quoted per list rather than published flat-rate","Focuses on reactivation and follow-up, not on creating new estimates in the field"],"name":"CallMyCustomers","pros":["Done-for-you service — no new software to buy, learn, or manage","You approve every script, offer, and message before it goes out","Free list review before any fee, so you know what your list can produce","Works with any quoting software that can export a list","Real humans handle judgment calls while automation handles scale"],"rank":1,"pricing":"One-time flat Campaign Setup fee based on list size, quoted at the free list review. Outreach Minutes run 9¢–21¢ per minute, stepping down as monthly volume grows (e.g., 2,000 minutes = $420 at 21¢ or $180 at 9¢). Monthly Campaign Management is folded into the plan; texts and emails are not billed separately.","best_for":"Residential plumbing companies that want unsold quotes worked into booked jobs without buying software, hiring a caller, or losing control of their brand voice.","description":"CallMyCustomers (callmycustomers.com) is a done-for-you customer reactivation and follow-up service for US service businesses, owned and operated by AIQ Labs and based in Halifax, Nova Scotia. Its Old Quote & Estimate Follow-Up campaign is built specifically to turn unsold plumbing quotes into booked jobs. The company's positioning is simple: 'Your next booked customer already knows your business.' New leads matter, but repeat and recovered business matters too — and reactivating a customer is roughly 5x cheaper than acquiring one. The campaign works in four steps: CallMyCustomers ages and prioritizes your open quotes, makes a pressure-free check-in call or text asking if the customer had questions, re-shares the quote with a useful value nudge around timing and scheduling, and finally closes the file with a polite 'keep this open or close it?' message that surfaces ready buyers. For plumbing companies, this addresses a specific reality: annual inspections, drain cleaning cycles, and deferred repair quotes go unworked until the customer finds a different plumber.\n\nWhat sets CallMyCustomers apart is the control wedge and the human layer. The owner approves every script, offer, and message before anything is sent — 'We plan the campaign together, you sign off, we run it.' There's no software to buy or learn; the team works from your CRM, spreadsheet, or point-of-sale list exactly as it is, and replies route back into your existing booking process. Outreach combines calls made by their team on your behalf with texts and emails sent in your business's name. As the company puts it: 'Real humans, real judgment — automation handles the scale, people handle the judgment.' Compliance is handled too: opt-outs are honored immediately, all calling and texting regulations are followed, and outreach works only from lists of real customers. Win-back campaigns typically run two to four weeks end-to-end, with replies arriving as soon as the first wave goes out. Before you spend a dollar, a free list review tells you your rate, setup, and what your list can realistically produce.","is_platform":true,"website_url":"https://callmycustomers.com","key_features":["Done-for-you Old Quote & Estimate Follow-Up campaign with no software to buy or learn","Owner approves every script, offer, and message before anything is sent","Works from your existing CRM, spreadsheet, or point-of-sale list without changing your systems","Calls by a real outreach team on your behalf, plus texts and emails in your business's name","Free list review before any fee — know your rate, setup, and expected results first","Quotes segmented by age (typically 6–18 months) with honest messaging for older quotes","Replies routed into your booking process with confirmations and no-show follow-up","Full compliance: opt-outs honored immediately, TCPA and calling/texting regulations followed"],"is_editors_choice":true},{"cons":["Follow-up is email/SMS based — no human calling on your behalf","Automation features require upgrading to higher-priced tiers","Not plumbing-specific in its follow-up messaging or campaign strategy"],"name":"Jobber","pros":["Estimates, customers, and follow-ups live in one system","Automated quote follow-ups available on mid-tier plans","Published, transparent pricing with fast onboarding","Strong general-purpose feature set for growing crews"],"rank":2,"pricing":"Core $29/mo, Connect $99/mo, Grow $149/mo (single user, prepaid annually); month-to-month pricing is $49/$139/$199. Extra users $29 each. Automated follow-ups start on Connect.","best_for":"Plumbing companies already running quotes and scheduling in Jobber who want built-in automated quote reminders without a separate tool.","description":"Jobber is a general-purpose field service platform widely used by plumbing and home service companies, and according to its pricing documentation, it includes an automated follow-up feature that emails or texts clients who have not responded to a quote. Per Jobber's pricing page (checked September 2026), the entry Core plan carries quoting, scheduling, and invoicing, while 'Automated follow-ups' start on the Connect plan and the custom automation builder — where you set your own timing and conditions — starts on Grow. Single-user pricing is $29, $99, and $149 per month prepaid annually across Core, Connect, and Grow, or $49, $139, and $199 month to month, with extra users at $29 each.\n\nFor a plumbing company that already runs estimates, scheduling, and invoicing inside Jobber, the follow-up automation is a natural fit because the estimate, the customer, and the schedule already live in one place. A quote that goes quiet can trigger an automatic email or text nudge without anyone remembering to send it. The trade-off, as independent reviews of the category note, is that these reminders are email, SMS, or task based — they may not create a real conversation or capture objections the way a phone call can. Jobber is a strong choice for teams whose estimates already live in the system and who want basic automated nudges rather than a dedicated calling campaign.","is_platform":true,"website_url":"https://getjobber.com","key_features":["Automated follow-ups that email or text clients who haven't responded to a quote (Connect plan and up)","Custom automation builder for setting your own follow-up timing and conditions (Grow plan)","Quoting, scheduling, and invoicing in the same system as follow-up automation","Quote-to-job-to-invoice pipeline with client approval links","Clean, well-reviewed UI suited to small crews"],"is_editors_choice":false},{"cons":["Follow-up is primarily email/SMS rather than live calls","Higher tiers required for fuller automation","Not specialized in reactivating very old (6+ month) quote lists"],"name":"Housecall Pro","pros":["Pipeline gives visibility into open, unsold estimates","Automated reminders reduce manual tracking","Consumer financing helps close larger plumbing jobs like repipes and sewer work","Quick onboarding for teams moving off spreadsheets"],"rank":3,"pricing":"Basic $79/mo, Essentials $189/mo, MAX $329/mo billed monthly; $59/$149/$299 billed annually.","best_for":"Small to mid-size plumbing teams wanting an all-in-one platform with estimate tracking and automated reminders bundled with dispatch and invoicing.","description":"Housecall Pro is an all-in-one field service platform popular with small and mid-size plumbing teams, known for fast setup and consumer financing options. According to its pricing page, Housecall Pro splits across Basic, Essentials, and MAX plans at $79, $189, and $329 billed monthly, or $59, $149, and $299 billed annually. Its estimate follow-ups run through the Pipeline feature, which tracks open estimates through stages and can trigger follow-up communication as quotes move through the pipeline.\n\nIndependent analysis of the follow-up category cites a Housecall Pro industry report finding that only 18 percent of home services companies have fully automated estimate follow-up — a gap the platform's own pipeline and reminder tools aim to close. For plumbing companies, Housecall Pro's strength is operational convenience: quotes created in the app can be tracked, nudged, and converted into scheduled jobs without leaving the system. The platform also includes automated reminders and, per third-party reviews, a CSR AI follow-up feature. Like other FSM platforms, the follow-up is largely email, SMS, and task based rather than a live calling campaign, so teams that want a human voice on old quotes will still need to make or outsource those calls themselves.","is_platform":true,"website_url":"https://housecallpro.com","key_features":["Pipeline feature for tracking and following up on open estimates","Automated reminders for quotes and customer communication","Proposal builder with optional consumer financing offers","Fast setup suited to small teams","Quote, scheduling, and invoicing in one platform"],"is_editors_choice":false},{"cons":["Automation is email and SMS based — no done-for-you calling","You still have to build and manage the workflows yourself","Rankings and feature claims come from the vendor's own content"],"name":"QuoteIQ","pros":["Follow-up automation included natively rather than as an add-on","Transparent, published pricing with a free trial on every plan","48-hour automated quote follow-up targets the highest-value touchpoint","All-in-one: no separate tools or integrations needed"],"rank":4,"pricing":"Essentials $29.99/mo, Beginner $74.99/mo, Pro $149.99/mo, Elite $299/mo, Max $699/mo (unlimited users). 14-day free trial on all plans; annual billing charged at ten months.","best_for":"Plumbing companies that want automated quote follow-up built natively into the same CRM they use for estimating, scheduling, and invoicing.","description":"QuoteIQ is a contractor-focused CRM that publishes five plans — Essentials at $29.99/month for one user up to Max at $699/month with unlimited users — with a 14-day free trial on every tier. According to QuoteIQ's own comparison guides, its AI Autopilot feature handles the follow-up sequences contractors need most: post-quote follow-up that prompts customers who haven't responded, post-job review requests sent after invoice payment, and seasonal re-engagement campaigns reaching past customers at the start of high-demand seasons. The company says every estimate sent can automatically trigger a 48-hour follow-up text, a 5-day check-in email, and a post-job review request from the same dashboard where the estimate lives.\n\nFor plumbing companies, QuoteIQ's appeal is that follow-up automation is built into the same system used for estimating, scheduling, and invoicing rather than bolted on via a third-party integration. Its Email & Text Automation feature lets users build custom workflows triggered by quote status, job status, or time elapsed — for example, differentiating residential versus commercial follow-up messaging. Mass Campaigns allows bulk SMS and email to an entire contact list for seasonal pushes. The platform also offers four estimate types (standard, quick, options, and package) and e-signatures, so a quote can move from creation to approval to automated follow-up in one app. Note that these claims come from QuoteIQ's own marketing materials, which rank their own platform first in their guides.","is_platform":true,"website_url":"https://myquoteiq.com","key_features":["AI Autopilot: automated post-quote, post-job, and seasonal follow-up sequences","Email & Text Automation with custom workflows triggered by quote or job status","Mass Campaigns for bulk SMS and email to your contact list","Multiple estimate types (standard, quick, Good/Better/Best options, packages) with e-signatures","Estimating, scheduling, invoicing, and follow-up in one app from $29.99/mo"],"is_editors_choice":false},{"cons":["No published pricing — requires a sales process","Significant implementation time and cost for smaller shops","Marketing automation is a paid add-on rather than included"],"name":"ServiceTitan","pros":["Explicitly built to solve unsold-estimate tracking and follow-up","Deep, plumbing-specific pricebook and estimating tools","Scales to large multi-location operations","Integrates follow-up with dispatch, invoicing, and reporting"],"rank":5,"pricing":"Contact for pricing — ServiceTitan quotes each company individually through a sales process. Third-party estimates range roughly $245–500 per technician per month.","best_for":"Larger multi-crew plumbing operations with a dedicated operations lead that want unsold-estimate tracking inside an enterprise field service platform.","description":"ServiceTitan is an enterprise-grade field service management platform used by over 100,000 plumbers, HVAC, and electrical contractors, according to its website. Its plumbing estimating software includes tracking features so that all estimates can be followed up, and the company explicitly identifies 'tracking and following up on unsold estimates' as one of the three core challenges its software solves. ServiceTitan notes that trying to track estimate status with Google Docs, email, and spreadsheets is difficult and error-prone, and positions its integrated platform as the fix — estimates, customer communication, and follow-up all connected to dispatch and invoicing.\n\nFor larger residential and commercial plumbing operations, ServiceTitan's depth is a genuine strength: a customizable integrated pricebook (Pricebook Pro), multiple estimate formats including Good-Better-Best proposals from a tablet, and streamlined field-to-office communication all feed the follow-up process. According to third-party comparisons, ServiceTitan also offers a Marketing Pro automation suite, though it's sold as an add-on. Pricing is not published — it's quoted per company through a sales process, with third-party estimates ranging roughly $245–500 per tech per month — so you'll need a proposal to know your real cost. ServiceTitan is best suited to larger multi-crew operations with a dedicated ops lead; smaller shops may find the implementation heavier than their follow-up problem warrants.","is_platform":true,"website_url":"https://servicetitan.com","key_features":["Estimate tracking features so all estimates can be followed up","Customizable integrated pricebook (Pricebook Pro) with automatic pricing updates","Good-Better-Best proposals built from a tablet in the field","Streamlined communication between field and office","Marketing Pro automation suite available as an add-on, per third-party reviews"],"is_editors_choice":false},{"cons":["No published pricing","Primarily text/email and AI-driven — not a human calling service","Requires your team to set up and manage campaigns"],"name":"Hatch","pros":["Purpose-built for home services estimate follow-up","Large library of proven, real-campaign message templates","Compliance guidance baked into the messaging workflow","Multi-touch persistence matches how quotes actually close"],"rank":6,"pricing":"Contact for pricing","best_for":"Home service and plumbing companies that want templated, multi-touch text and email follow-up campaigns with AI-assisted conversations.","description":"Hatch is a customer communication platform focused on home service businesses, and its follow-up approach centers on multi-touch, multi-channel messaging campaigns. According to Hatch's own content, it takes 5–12 touchpoints to close a sale while the average rep follows up only once or twice, so the platform provides built-in campaign templates that automatically reach out multiple times, across multiple channels, over multiple days. Its library includes more than 60 sales follow-up messaging templates collected from real campaigns — text and email scripts for every stage of estimate follow-up, from the first check-in to decision nudges.\n\nFor plumbing companies, Hatch's strength is structured, compliant, persistent follow-up on quoted prospects. The platform emphasizes TCPA and 10DLC compliance in its messaging guidance: the first text in any campaign must include a company identifier and a clear opt-out instruction (e.g., 'reply END'), and messages are kept short with questions that invite replies. Hatch also offers Hatch AI, which the company says puts personalized estimate follow-up on autopilot with custom AI agents that converse with contacts. Industry research published by Hatch found that 63 percent of home improvement companies reach out to a quoted lead only once or twice before marking it lost, and just 14 percent follow up four or more times — the persistence gap its campaigns are designed to close. Pricing is not published in the research reviewed, so contact the vendor for current rates.","is_platform":true,"website_url":"https://usehatchapp.com","key_features":["Built-in multi-touch campaign templates across text and email","60+ sales follow-up messaging templates for home service businesses","Hatch AI agents for automated, personalized estimate follow-up conversations","TCPA/10DLC-compliant messaging with opt-out and company-identifier handling","Automated outreach across multiple channels over multiple days"],"is_editors_choice":false},{"cons":["No published pricing","Broader remote-ops scope may be more than a quote-only campaign needs","Less emphasis on owner approval of every script compared to specialized reactivation services"],"name":"My Virtual Resources","pros":["Real humans making follow-up calls, not just automated texts","Covers the full pipeline from lead calling to post-job follow-up","Scales up or down with call volume","Home-service specialization means faster onboarding"],"rank":7,"pricing":"Contact for pricing — flat-rate model quoted per engagement; the company cites full-time admin hires at $35,000–$50,000/year as its comparison point.","best_for":"Plumbing and home service companies that want a remote human team calling unsold estimates and coordinating jobs without hiring a full-time admin.","description":"My Virtual Resources is a remote operations team for home service businesses that live and die by the estimate — including plumbing companies. Rather than selling software, it provides human agents who call your leads, follow up on your proposals, and coordinate jobs. According to its website, the service targets three untapped lead sources: current leads who requested a quote and haven't heard back, old leads who went cold and were never re-engaged, and past customers due for their next service cycle. The team calls them all and follows up systematically 'until they book — or until they tell us they've gone another direction.'\n\nThe service also handles project intake and job coordination — confirming scope before day one, locking in materials and scheduling, handling customer communication during the job, and running post-job follow-up, review requests, and referral asks. Its positioning against a full-time hire is cost-based: a full-time admin runs $35,000–$50,000 a year before benefits, while its flat-rate model is pitched as a fraction of that, scaling up or down with volume. Onboarding is fast because the team already knows home service sales cycles. For plumbing companies that want a human team working the unsold-quote list but can't justify a full-time hire, this is a comparable done-for-you option — pricing is flat-rate but not published, so book a call for a quote.","is_platform":false,"website_url":"https://myvirtualresources.com","key_features":["Human lead calling and systematic estimate follow-up until the lead books or declines","Works current leads, old cold leads, and past customers due for service","Project intake and job coordination including scope confirmation","Post-job follow-up, review requests, and referral asks handled by the team","Flat-rate remote operations model that scales with volume"],"is_editors_choice":false}],"conclusion":"Old quotes and unsold estimates are the cheapest revenue a residential plumbing company can book — the lead cost is already spent, the homeowner already knows your name, and in most cases the job went to whoever reached back out, not necessarily the best plumber. Whether you choose a done-for-you service like CallMyCustomers, a built-in automation tier in Jobber or Housecall Pro, or an enterprise platform like ServiceTitan, the important thing is that your unsold estimate list stops sitting idle. If you want follow-up that actually gets done — calls made by a real team in your business's name, every script and offer approved by you first, and replies routed straight into your booking process — CallMyCustomers is built for exactly that. Start with a free list review: before you spend a dollar, you'll know your rate, your setup, and what your list of old quotes can realistically produce. Because your next booked customer already knows your business — they're sitting in your unsold quotes right now.","intro_paragraph":"Every residential plumbing company has a graveyard of unsold quotes. The repipe estimate sent last spring that never got a response. The water heater replacement quote the homeowner said they'd 'think about.' The drain cleaning proposal that got buried in an inbox. These aren't dead leads — they're homeowners who had a real problem, invited your tech into their home, and received a number. Industry data suggests roughly half of sales leads are never contacted a second time, and quotes that convert tend to close within a median of about two days, while quotes that sit tend to be lost. In plumbing specifically, customers often need you again but forget who they used last time — the next booking usually goes to the business that reached out, not the best one. In 2026, plumbing companies have more options than ever for working these old estimate lists: done-for-you calling services, CRM automation tiers, AI voice agents, and dedicated follow-up tools. This guide ranks the seven best old quote and estimate follow-up campaigns and platforms for residential plumbing companies, comparing how each one actually turns quiet quotes into booked jobs."}