Industry-wide, most estimates that die don't die because the price was wrong. They die because nobody followed up. The customer got busy, the quote slid down the fridge door, and a competitor called them back first.

In Escape, sending the estimate starts the follow-up. Nobody on your team has to remember anything.

🔴 One habit first — on a sales or estimate visit, move the job to Done BEFORE you send the estimate.

Sending it moves the job off the dispatch board into estimate follow-up. That is correct — a quote awaiting a decision belongs there. But once it has left the board you can no longer mark the visit Done, so the close-out never runs: the appointment stays marked as upcoming, the working tags stay on the customer, and the visit is never recorded as having happened.

Finish the visit → Done → then send the estimate. Same destination, and the visit closes out on the way through. Sending the quote from the driveway is the natural instinct, and it is exactly the wrong order.

The 30-day chase

From the moment an estimate goes out, Escape works it for 30 days:

  • Same day: the customer gets a confirmation that the estimate is in their hands — with the details, so it doesn't get lost in a spam folder.
  • Over the following weeks: texts and emails on a smart schedule — spaced out, polite, persistent. Early messages are gentle nudges; later ones make it easy to say yes or ask a question.
  • Call reminders for your team on days 2, 7, and 14: follow-up isn't only texts. Escape creates call tasks for your office at the moments a human call moves the needle — day 2 while it's warm, day 7 as they're comparing, day 14 as a final personal touch.

When it stops

The chase runs until the customer decides — then everything stops automatically:

  • They accept → follow-up ends and scheduling begins. See When the customer accepts.
  • They decline → all messaging on that estimate stops. No awkward "still thinking it over?" texts after a no.
  • They reply with a question → the sequence pauses and flags your office to answer. A conversation always beats a script.

You can also stop it yourself at any time — see Stopping follow-up manually.

What your team should do

  • Send estimates promptly — the clock starts when you send, and speed is half the sale.
  • Work the call tasks. The day-2, day-7, and day-14 calls exist because they close jobs. The texts warm the customer up; the call gets the yes.
  • Watch the inbox. Replies land in Conversations, flagged and ready.