Give the role a reliable starting point.
Share proposal templates, follow-up intervals, expiration rules, and the owner of pricing questions.
Estimate follow-up
Estimate follow-up
Track issued estimates and customer questions using the pricing and scope your estimator has approved.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Record estimate delivery
- Send approved follow-ups
- Collect questions for the estimator
- Update accepted and pending statuses
What comes back to your team
Work you can see and review.
Follow-up queue
A working record with source references, current status, and the person responsible for the next step.
Customer question log
A focused view of missing inputs, unanswered questions, and items that need your decision.
Acceptance handoff
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A customer requests a different item. The assistant records the request, routes it to the estimator, and follows up after the revised proposal is approved.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Confirm the proposal version. Separate interest from the acceptance evidence your business requires.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
JobberServiceTitanHousecall ProYour proposal software
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for estimate follow-up?
Share proposal templates, follow-up intervals, expiration rules, and the owner of pricing questions.
How will we know what is complete?
Confirm the proposal version. Separate interest from the acceptance evidence your business requires.
Which decisions remain with us?
Only authorized staff change prices, technical scope, warranties, or contractual terms.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Jobber, ServiceTitan, Housecall Pro. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
Customer call intake
Customer call intake
Capture the request, property details, and contact information your office needs to decide the next step.
Explore the service ↗
Dispatch scheduling support
Dispatch scheduling support
Organize appointments around your job categories, service areas, and dispatcher-approved capacity.
Explore the service ↗
Customer appointment updates
Customer appointment updates
Keep customers informed about confirmed visits and requested information without interrupting the field team.
Explore the service ↗
Job file preparation
Job file preparation
Bring approved scope, customer instructions, and office documents into a consistent job pack.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.