02 / Plumbing
The quote went out with the crew. The follow-up stays with you.
The second job is the estimate that sits after the crew is done. That evening is the boat, not catching fish. Same core as HVAC, plus a water-heater replacement sequence and seasonal flush reminders. The agent follows up on estimates you already wrote. It does not invent scope.
Capture
Hot line
- Size
- 3/4 in
- Shutoff
- Closed
- Leak
- At the joint
The leak
Housecall Pro and Jobber benchmarks put estimate close rates without real follow-up in the 20 to 40 percent range. Consistent multi-touch follow-up is cited closer to 45 to 65 percent. Hatch’s HVAC campaign analysis (132k to 163k campaigns) saw multi-touch response of 60 to 90 percent against about 8 to 9 percent for a single message. Roughly 60 percent of estimates get zero follow-up in contractor surveys. Plumbing shops leak the same way. Treat those as industry figures, then we count your open estimates.
First agent
Unsold estimate follow-up: a short sequence on estimates that have gone quiet, five to seven touches max, every send behind the approval gate.
Unsold estimate follow-up
Reads open estimates. Drafts the next touch. Stops when the customer replies or you kill it.
Water-heater replacement sequence
Only after a diagnosed unit, age, and a real estimate. No scare language. No invented efficiency claims.
Seasonal flush reminder
Membership or past-customer list. One seasonal note. Easy opt-out line.
Missed-call text-back
Same five-minute draft as HVAC. Emergency language (active leak, sewage in the house) skips the sales tone and flags dispatch.
Stack
ServiceTitan sales and CRM for estimates and customers. Jobber for clients, requests, and jobs where the plan includes the API. QuickBooks stays the accounting read, not a second job board.
It will not
- Diagnose a leak from a text.
- Offer a coupon that is not in your pricebook.
- Mark an estimate sold.