Automated follow-up emails and texts triggered by real customer events — estimate created, estimate scheduled, estimate declined, or invoice paid. Set it once. QuoteIQ does the follow-up forever. Close more jobs, collect more reviews, and stay top-of-mind without lifting a finger.
Choose a trigger event, write your message, set the timing, and turn it on. QuoteIQ sends the right message at the right time — automatically.
Choose what fires the automation: Estimate Created, Estimate Scheduled, Estimate Declined, or Invoice Paid.
Create an email or SMS with custom variables that auto-fill the customer’s name, service, estimate total, appointment date, and more.
Send immediately, after 30 minutes, 1 day, 3 months, 6 months, 12 months, or 24 months — whatever your follow-up strategy requires.
Flip the switch and it runs forever. View logs to see which customers received messages, when they were sent, and whether they opened them.
Set it once and let it run. Automation Campaigns send targeted emails and texts to your contacts based on real customer events. You choose the timing — days, weeks, or months — after a quote or job. Whether it’s a reminder to approve an estimate, a check-in after a completed job, or a seasonal upsell 6 months later, QuoteIQ does the follow-up for you. Build multi-step sequences that keep your business top-of-mind without a single manual email.
Nobody likes spam. Every automated message uses Custom Variables — like your customer’s name, appointment date, service list, or estimate total. This makes each email or text feel personal instead of generic. You decide the message, the timing, and who gets it. Smart, personal touch-points build trust and keep your schedule full.
Once your campaigns are live, they run behind the scenes. See which customers opened, clicked, or replied — right from your QuoteIQ dashboard. View Logs shows you exactly what was sent, when it was sent, and to whom. No more manual follow-up notes or guessing who needs a nudge. Just clear, automated communication that turns old quotes and past jobs into steady revenue.
We built Automation Campaigns because owners spend too much time chasing jobs they already earned. Most people forget to follow up — and that leaves money on the table. With QuoteIQ, your business keeps working long after you clock out. Reminders, repeat work, upsells — all on autopilot, all driving real growth. Pre-built templates from Mike Vidan’s proven sequences get you started instantly.
Each trigger has its own set of custom variable tags that auto-fill with real customer data.
Fire follow-ups the moment a new estimate is generated. Remind customers to review and approve their quote before it goes cold.
Send appointment confirmations, day-before reminders, and “on the way” texts automatically when a job gets booked on the calendar.
Win back lost quotes with timed follow-ups. Send a “we understand” message now and a seasonal offer 3 months later to re-engage cold leads.
Trigger review requests, thank-you messages, and seasonal upsells after a customer pays. Turn one-time jobs into repeat clients on autopilot.
Automation Campaigns work alongside ClientHub, On The Way Text, Mass Blasts, and Review Multiplier to keep every customer engaged.
Rich text email editor with formatting, links, and custom variable tags. Write once, personalize automatically for every customer who triggers the sequence.
Send automated text messages via Twilio and SignalHouse integration. SMS cuts through inbox noise — perfect for appointment reminders and short follow-ups.
Automatically request 5-star reviews after every paid invoice. Pair with the Invoice Paid automation trigger to send review links at the perfect moment — while the customer is still impressed.
Review MultiplierAutomatically notify customers when you’re headed to their job site. One-tap professional “on the way” text from your ClientHub business number. Builds trust, reduces no-shows.
Send targeted promotional campaigns to your entire customer list or filtered segments using Tags. Seasonal offers, holiday specials, service reminders. Available on Elite and Max.
Mass Text BlastsOne-click import of Mike Vidan’s proven automation sequences — from first estimate follow-up to 11-month seasonal upsells. Battle-tested by a contractor who built a real business with these exact campaigns.
Email & Text Automation is included on Pro and above. Mass Blasts are available on Elite and Max. No per-message fees from QuoteIQ.
Up to 4 users
Up to 15 users
Unlimited users
QuoteIQ’s Automation Campaigns are built specifically for home service contractors. Automated follow-up emails and texts trigger on real customer events — Estimate Created, Estimate Scheduled, Estimate Declined, and Invoice Paid. Custom variable tags personalize every message. Multi-step sequences run from 30 minutes to 24 months. Available on Pro ($149.99/mo), Elite ($249.99/mo), and Max ($399.99/mo).
QuoteIQ supports four automation triggers: Estimate Created (fires when a new quote is generated), Estimate Scheduled (fires when a job is booked on the calendar), Estimate Declined (fires when a customer declines a quote), and Invoice Paid (fires when a customer completes payment). Each trigger has its own set of custom variable tags for dynamic personalization.
Custom variables include @customer_first_name, @customer_last_name, @customer_name, @company_name, @service_list, @creation_date_time, @estimate_total, @estimate_link, @schedule_date, @declined_at, @paid_at, @invoice_total, and @invoice_link. Available variables vary by trigger event — for example, @schedule_date is only available on the Estimate Scheduled trigger.
Yes. Each step in an automation sequence can be set to send either an Email or an SMS. You can mix and match within the same sequence — for example, send an email confirmation immediately after an estimate is created, then follow up with an SMS reminder 24 hours later.
Send timing options include: Immediately, After 30 minutes, After 1 day, After 3 months, After 6 months, After 12 months, and After 24 months. This lets you build sequences that cover the full customer lifecycle — from immediate follow-up to long-term seasonal upsells.
Yes. QuoteIQ includes Mike Vidan’s Pre-Built Templates — a one-click import of proven automation sequences that Mike uses in his own pressure washing business. These templates cover everything from first estimate follow-up to 11-month seasonal re-engagement campaigns. You can use them as-is or customize them for your specific services.
Automation Campaigns are event-triggered — they fire automatically when a specific customer event happens (estimate created, scheduled, declined, or invoice paid). Mass Text & Email Blasts are manual promotional campaigns you send to your entire customer list or filtered segments using Tags. Automation Campaigns are included on Pro and above. Mass Blasts require Elite ($249.99/mo) or Max ($399.99/mo).
Email & Text Automation Campaigns are available on Pro ($149.99/mo, up to 4 users), Elite ($249.99/mo, up to 15 users), and Max ($399.99/mo, unlimited users). Mass Text & Email Blasts for promotional campaigns are available on Elite and Max only. Not available on Essentials or Beginner plans.
Set it once. Automated follow-ups, review requests, and seasonal upsells — all on autopilot.
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