Turn "Maybe Later" Into Booked Jobs
Your team writes the estimate, and then... nothing happens. The customer goes quiet. SyntroAI automatically follows up over 30 days with personalized messages that reference their specific job—so more quotes turn into revenue.
This is the actual automation flow your clients see in the SyntroAI portal
What you get
Turns dead quotes into booked jobs
Recover revenue from estimates your team already wrote
7 personalized follow-ups over 30 days—no manual work
Reaches customers by text and email for maximum response
Every message is unique to the job type and customer situation
Your team doesn’t have to remember to follow up—it just happens
See exactly which estimates converted and how much you recovered
How it works
From setup to results, here's the full picture.
The Process
A customer gets an estimate but doesn’t book within 48 hours.
SyntroAI starts a follow-up sequence—7 personalized messages over 30 days.
Each message references the specific job—"Still thinking about that AC install? Here’s what other homeowners asked before moving forward."
Messages alternate between text and email so you reach them where they’re most likely to respond.
When the customer replies, AI picks up the conversation and works toward booking.
Every converted estimate is tracked so you can see exactly how much revenue was recovered.
What We Need From You
CRM login credentials or access to your tracking method (Google Sheets, etc.) — we adapt to your workflow
How your team currently tracks estimates (status field, pipeline stage, etc.)
Customer contact info format — phone and/or email stored in your CRM
Brand voice notes — tone, phrases to use, anything to avoid
Your booking link or preferred way for customers to reschedule
Average estimate value (helps us prioritize high-value follow-ups)
Don't have everything ready? No problem — we'll handle the details during onboarding.
Works with your existing tools
No CRM migration required
Estimate Follow-Up pulls job details directly from your CRM—estimate amount, job type, and customer info. Works with ServiceTitan, Housecall Pro, Jobber, and any system that tracks estimates. No CRM migration required.
Ready to put estimate follow-up to work?
Sign up and we'll walk through your current operations and show you how this solution drives value for your business.
No contracts. No commitments. We'll reach out after you sign up.