For roofing and AC companies
No quote or invoice goes quiet.
Quote to Paid follows up on every quote and every unpaid invoice by text, politely, until the customer answers or pays. Then it stops.
No signup. Opens a made-up AC company.
A quote with no answer isn’t a no. It just needs a nudge nobody on the truck has time to send.
- 1
Send the quote
The way you do now. It goes in as one line on the board.
- 2
It follows up by itself
A short, polite text on day 2, 5 and 9, signed by you. The moment they answer, it stops.
- 3
The job's done, the invoice goes out
When the crew marks the job done, the invoice is sent with a pay link. Nobody types it.
- 4
Reminders until it's paid
Three at most, then it stops and tells you who to call. Paid shows up on the board.
Persistent. Never pushy.
Your customers hear from you at the right time, and never too often. The rules are simple enough to say out loud.
- Three texts at most
- Never a fourth. After the last one, it hands the job to you with a note to call.
- Stops the moment they answer
- A yes, a no or a question ends the follow-ups right away. Paying ends the reminders.
- Quiet on Sundays
- A text due on a Sunday waits for Monday morning.
- Sounds like you
- Short, friendly, signed with your name. No pushy sales lines.
One board: what’s waiting, who answered, who to call, what got paid.
See a week go by in a minute.
The demo opens Gumbo Limbo Air, a made-up AC company in South Florida. Press “Skip ahead a day” and watch the follow-ups go out, customers answer, and invoices get paid. Then play the customer yourself.