// 01Cadence · Multi-touch
Multi-touch SMS + email cadence
Every estimate goes into a Day 0 → Day 7 nudge sequence by default. SMS for fast acknowledgments, email for the long copy. Configurable per service type and crew.
Win More Work · Quote Follow-ups
Stop letting estimates die in their inbox.
Roughly 40% of quotes get sent and never answered. BossCrew runs the multi-touch SMS and email cadence for you — and stops the moment a customer accepts, declines, or replies.
★ 4.8·1,200+ home-services pros·No credit card required
// FOLLOW-UP CADENCEEST #2418 · LIVE
EST · 2418Whitman, T. — HVAC replacement$2,840
D 0SENT
// EMAIL
Estimate sent · $2,840
D 1NUDGED
// SMS
“Following up — any questions?”
D 3VIEWED
// EMAIL
Customer opened, no reply yet
D 5ACCEPTED
// WEB
Approved · deposit collected
D 7AUTO-STOP
// SMS
Final reminder · auto-skipped
RECOVERED REVENUE · $2,8404 / 5 TOUCHES · AUTO-STOPPED
Capabilities
The cadence that nobody on your team has to remember.
Four moves that take "I'll follow up tomorrow" off your sales coordinator's plate and put it on autopilot.
// 02Auto-stop · Smart
Auto-stop on accept or decline
// AUTO-STOP
The moment a customer approves, declines, or replies, the rest of the sequence is canceled automatically. Nobody who said yes ever gets a "are you still thinking about it?" text.
// 03Templates · Merge fields
Per-template editing with merge fields
// TEMPLATE
Edit each touch independently — friendly Day 1 SMS, detailed Day 3 email, urgent Day 7 final. Merge fields pull customer name, estimate total, link, and assigned tech.
// 04Performance · Cohort
Performance dashboard
// PERF
See which cadence converts best by service type, ticket size, and time-of-day. Tune the template that drives the lowest conversion. A/B test built in.
Need the estimate itself, not just the follow-up? See Quoting →
Results
The revenue that shows up when nobody forgets to call.
Aggregate from BossCrew accounts running quote follow-ups for at least 90 days.
// 01Ghosted quotes recovered
32%
Unsigned estimates that turn into jobs
Of estimates that would have gone unanswered, roughly a third now close because the cadence kept them top-of-mind.
// 02Days-to-accept
-3.4days
Faster decisions
The average estimate closes three-and-a-half days sooner. Crews stop waiting and start scheduling.
// 03Recovered revenue
$4.2k/mo
Per crew, per month
Revenue that would have walked out the door. The cadence pays for the rest of the platform in week one.
// GET STARTED14-DAY TRIAL
Turns on in 4 minutes
Recover the revenue you're already losing.
14 days free · No credit card · Cancel anytime
Customer
“
We turned the cadence on a Monday. By Friday, four estimates I'd already written off came back as “yes” — one was sitting at $6,800. I'm not embarrassed to say it: I would have never followed up that hard myself. Now I don't have to.
DMVerified · Q1 '26
Diego M.
Owner · Cooler Heads HVAC
// CREW SIZE6techsResidential HVAC + light commercial across Austin and Round Rock.
// RECOVERED IN 30D$18.4kFrom estimates that had been sitting open more than a week.
// LIVE ON BOSSCREW7moAlso using Quoting, Scheduling, and Online Booking.
Integrations
Sends through tools you already trust.
Six native integrations connect the cadence to your delivery stack, payments, and CRM. Everything else flows through Zapier or webhooks.
// INTEGRATIONS-INDEX06 / 25+F-01OUTBOUND F-02OUTBOUND F-03WEBHOOK F-04TWO-WAY F-05WEBHOOK F-06TWO-WAY
Twilio
Every SMS touch in the cadence sends through your Twilio number, with carrier-grade deliverability and STOP handling.
Resend
Email touches send via Resend with verified domain support, open and click tracking, and bounce handling.
Stripe
When a customer accepts, the deposit link in the email goes straight to Stripe Checkout. Cadence stops the second payment lands.
Google Calendar
Approved estimates auto-create a tentative slot on the assigned tech's calendar so dispatch can finalize.
Zapier
Every cadence event (sent, viewed, accepted, declined, auto-stopped) fires a webhook into 6,000+ downstream apps.
HubSpot
Estimate status flows back into the HubSpot deal record so sales sees the same picture as the field.
Win More Work
Quote Follow-ups is one part of winning more work.
Each piece covers a different moment in the sales cycle. Add the next when the pain is loud enough.
// 01
Answer every call automatically
AI receptionist captures after-hours and overflow calls so leads never go to voicemail.
Learn more 01 / 04
// 02Let customers book themselves
Online booking turns your site into a 24/7 intake form with same-day slot selection.
Learn more 02 / 04
// 03Work every lead through to won
A pipeline view of every inquiry — new, quoted, won, lost — so nothing stalls in an inbox.
Learn more 03 / 04
// 04Write quotes in 60 seconds
Pull pricing from your catalog and send a polished estimate before the customer cools off.
Learn more 04 / 04