For trades & home services
The quote you forgot to follow up on is a job you lost.
Every quote gets a follow-up text or email on a schedule you set, so a job doesn't die just because nobody remembered to call back.
Powered by the BossEXO Follow-Up Engine.
(If we can't identify opportunities to save your team at least 10 hours per week, we'll waive the $1,500 assessment fee.)
The problem
Quotes that take days to go out lose jobs to whoever answers first.
You send the quote, then a job comes in and you never circle back. Half your pipeline is sitting in someone's inbox, going cold.
What the follow-up system actually does
Follows up on a schedule you set
A day later, three days later, a week later - whatever cadence fits how your customers actually decide.
Sends from job details you already have
No retyping - it pulls from the quote already sitting in your system.
Flags quotes that go cold
So you know which ones need a personal call instead of another automated nudge.
Keeps the pipeline visible
You see what's outstanding at a glance instead of digging through old texts and emails.
Scheduling & Reporting
70-110 hrs saved
AI as a daily operating partner for a Utah real estate team - schedule, tasks, and a clear read on the week - giving the owner roughly 20 hours back every week.
Pricing
Sized for a trades business, not a $10M company.
Start with the $1,500 AI Opportunity Assessment. From there, most trades businesses add AI Operations (from $1,500/month) to keep things running, or a new AI Implementation project (from $3,000) to build the next workflow.
Questions
Do I have to change how I send quotes? +
No - it works with the quotes already coming out of ServiceTitan, Housecall Pro, or however you send them today.
Will it hassle my customers? +
The cadence is yours to set - most owners land on something light, like one or two follow-ups spaced a few days apart, not daily nagging.
What if a customer replies? +
Replies route straight to you, so a real question or a ready-to-book customer never gets stuck talking to a bot.
Can it follow up on old quotes too? +
Yes - we can start with your current backlog of open quotes, not just new ones going forward.