Most trade businesses send a quote, chase twice, and let the rest go quiet. Quote Chaser Revenue connects to the system you already use and works the gap between quote sent and won, lost or scheduled — with an explicit next action, owner and due time on every open quote.
The demo account is loaded with 120 days of history for a fictional Atlanta contractor. Nothing is sent to anybody.
A customer who hasn't replied hasn't said no. They have said nothing, and nothing is where margin dies.
Most tools send a generic nudge on day three and day seven, then stop. Buying decisions rarely finish that fast.
A $90k job you've been asked twice about is worked identically to a $2k one nobody opened.
Pipeline reports tell you what closed. They do not tell you what closed because you chased it.
ServiceTitan, Housecall Pro, Jobber, Buildertrend, HubSpot, Salesforce or QuickBooks — on every plan, including the $99 one. Or drop in a spreadsheet, or forward the estimate emails you already send.
Duplicates, already-decided and ambiguous quotes are excluded with a stated reason. Then you get a dated plan of every message, to every customer, before a single one goes out.
Follow-up adapts to estimate value, customer behavior and objections. Every message is checked against TCPA consent, do-not-call and the recipient's state rules before it leaves. Anything that needs a person becomes a task with the money attached.
Accept, choose a different scope, request a change, book a call or pay a deposit. Accepting stops every follow-up in the same instant.
ServiceTitan, Housecall Pro, Jobber and Buildertrend are good at estimating and job management. We are not trying to replace them — a business that wants quoting, scheduling and invoicing in one suite should buy one of those. This is for the businesses whose problem is conversion, not creation.
| Capability | Typical suite | Quote Chaser Revenue | What that means |
|---|---|---|---|
| Create and send branded quotes | Yes | Integrate | Keep the system you already quote in. |
| Online view and acceptance | Yes | Parity | One mobile page: accept, revise, book, pay. |
| Automated follow-up | Two reminders | Surpass | Conditional journeys that adapt to value, engagement and objections. |
| Engagement tracking | Opens | Surpass | Section-level intent, with scanner noise filtered out. |
| High-value prioritization | — | Differentiator | An expected-value queue and a human call list. |
| Objection intelligence | Free text | Differentiator | Classified reasons with recovery playbooks. |
| Revenue attribution | Pipeline reports | Differentiator | Accepted revenue traced to the touch that earned it. |
| Works without replacing your system | No | Differentiator | Connector-first by design. |
Every open quote carries an expected value: close probability × gross profit. That number, not the date it was created, decides who gets a call this morning. Every component of it is on screen and traceable — no model, no black box.
A reply pauses the sequence before it is even classified. An acceptance cancels every queued message in the same transaction as the state change. Contact windows follow the recipient's state and time zone — Florida closes at 8pm even when it is 8pm in Atlanta.
Accepted revenue is split four ways and never blended: chased, assisted, merely correlated, and control. Only the first is called recovered. The causal number comes from a held-out control group — and stays hidden until the sample supports it.
Anything that writes on your behalf can damage a relationship you spent years building. These are enforced in code — a linter checks every outbound message, whether a sequence wrote it, a model drafted it, or you typed it yourself.
A start date comes from your calendar or it does not get said.
No discount, no “special price”. A price change is a new quote version you approve.
No fake scarcity, no last-chance countdowns, no guilt about not replying.
Revenue is only called recovered when a touch landed and the customer verifiably engaged with it.
Opt-out is a hard stop that no sequence, and no user, can override.
TCPA requires prior express written consent for automated texts. No consent on file means no text, and the proof is stored with the record.
A state without a published rule pack blocks automated contact. A missing rule is not permission.
A salesperson does not need a revenue-attribution report to know who to call before lunch, and an estimator seeing what the company makes on a job changes how they negotiate it. Roles are enforced in the server, not by hiding buttons — and people are only shown the parts of the product they can actually use.
| Role | Opens to | What they see | What they cannot do |
|---|---|---|---|
| Owner | Revenue recovery | What is still winnable, what has been recovered, and what the subscription returned. | — |
| Estimator / salesperson | Today | Their own book and the tasks waiting on them, ordered by what is actually at stake. | Cannot see margin, company analytics or edit sequences. |
| Sales manager | Revenue recovery | The whole pipeline, plus team speed and coverage for coaching. | Cannot change billing or integrations. |
| Analyst | Measurement | Attribution, ROI and where the evidence stops supporting a causal claim. | Cannot send a message or work the queue. |
The first account on a workspace is the owner. Everyone else is invited by an owner or admin from Settings → Team, with the role chosen at the moment of invitation and changeable afterwards.
There is no self-service role picker and no role inferred from an email domain. A workspace cannot lose its last owner, and no tenant role — owner included — can reach another company's data.
An invitation generates a temporary password shown a single time to the person inviting. It is never mailed, never stored in readable form, and no colleague ever knows another's credential.
TCPA statutory damages run $500 to $1,500 per message. A follow-up tool that texts on your behalf without handling consent is not saving you money — it is underwriting a risk you did not price. Every rule below is enforced at the moment of sending, in the recipient's own jurisdiction.
Automated texts need prior express written consent. We store the exact disclosure the customer agreed to, with the timestamp, IP and device — not a checkbox that says “true”.
Federal is 8am–9pm. Florida closes at 8pm. Texas opens at 9am and restricts Sundays. Resolved in the recipient's own time zone, so 8pm in Atlanta does not become a violation in Tampa.
A state we have not published a rule pack for blocks automated contact rather than falling back to the federal default. Every rule carries its statute, effective date and the reviewer who signed it.
Your postal address is stamped on every commercial email by the system itself, so no template, no sequence and no hurried edit can omit it.
Federal, state and your own internal list — consulted on every send, not nightly.
An opt-out suppresses the address across every sequence and every user in the workspace, immediately, with no way to override it.
Each location carries its own address, EIN and time zone — which matters beyond reporting, because the CAN-SPAM footer and the state rules governing contact both follow the entity that issued the estimate, not head office.
Open value, win rate and coverage for each location, and consolidated across all of them.
A Tampa estimate carries the Tampa address. Automatically.
A Florida branch gets the 8pm cutoff; a Texas branch gets 9am and the Sunday restriction.
A branch manager sees their branch. The owner sees everything.
We deliberately do not charge a percentage of won jobs. It sounds fairer and it is not: it turns every invoice into an argument about attribution, and it makes the tool expensive exactly when it is working.
Optional. We import your current backlog of open estimates, set up the sequences for your trade, and work the first two weeks with you. Most companies learn more in those two weeks about why they lose estimates than in the previous year, because for the first time the reasons are written down.
If estimating, scheduling and invoicing in a single product is the goal, buy ServiceTitan, Housecall Pro or Jobber. They win that comparison and we are not going to pretend otherwise.
Under about $5,000, one recovered quote does not clearly pay for the subscription, and the maths stops being obvious.
Below roughly 30 unanswered quotes a month, a diary and a phone will beat any software.
The tool creates tasks with money attached. Somebody still has to do them.
It is the screen that changes how a morning goes: every open quote, ordered by the money actually riding on it, each one carrying the reason it is there.