01
Message
Approve what follow-up may say and which channel it may use.
Contractor quote follow-up
Track the next action on an open contractor estimate
CrewBrix can associate an estimate with its customer and job while a configured follow-up workflow records the next action and stops when the customer replies or the estimate changes state.
Brix can assist with supported follow-up tasks. Price, discounts, scope, warranties, and schedule commitments remain with an authorized person.
In CrewBrix
Explore a CrewBrix workflow
Keep the visit, assigned technician, estimate, and job details together.
Test the follow-up state changes
- 01
Estimate sent
Confirm the estimate has an owner and a visible next action rather than relying on an inbox flag or memory.
- 02
Customer replies
Check that an inbound reply changes or stops automated follow-up and returns questions about scope, price, or timing to a person.
- 03
Accepted, declined, or delayed
Record the outcome and verify what happens next. Do not assume a complete customer approval or deposit workflow unless CrewBrix demonstrates it.
Requirements and limits
02
Stop conditions
Define replies, opt-outs, acceptance, decline, and manual contact as events that change the sequence.
03
Human decisions
Assign pricing, discount, scope, warranty, and schedule questions to an authorized person.
Questions about this workflow
Can contractor quote follow-up be automated?
Supported tasks can be configured, such as finding open estimates, preparing or sending an approved check-in, and stopping when the customer replies. Exact behavior depends on account settings and communications rules.
Should AI negotiate a contractor quote?
No. Keep price, discounts, scope, warranties, and schedule commitments under the approval of an authorized person.
Review one open estimate path
Use an open estimate, a customer reply, and a delayed decision to see how the next action changes. Keep price, discount, scope, warranty, and schedule decisions with your authorized person.