Follow up on every unsold estimate until it closes.
Your tech did the visit and wrote the quote. Then the customer went quiet. Estimate Recovery picks those estimates up out of your CRM, follows up the way a good office manager would, and books the ones that are ready.
What Estimate Recovery does, step by step.
- 01
It watches your open estimates
The agent reads open estimates from Housecall Pro or GoHighLevel and applies the rules you approve: which jobs, how old, what to skip. Closed, declined and opted-out records never get a message.
- 02
It follows up like a person
A short sequence of personal texts in your office's voice, spread over about nine days. It answers questions, takes 'we went with someone else' gracefully and stops the moment someone asks it to.
- 03
It writes the outcome back
Every reply, booking and lost-job reason goes back into your CRM so your reporting tells the truth. An interested reply and a confirmed booking are tracked separately, on purpose.
Built for the front office, not the demo.
Every estimate
Not just the big ones. The $400 repair quote nobody had time to chase gets followed up too.
Your office's voice
Texts read like your front desk wrote them, not like a marketing blast.
Handles objections
Price, timing, financing, 'talking to my spouse'. It answers what it can and flags the rest to you.
Outcomes written back
Booked, declined, competitor, no reply. All in your CRM, all reportable.
Real results from real operators.
Budget Heating, Cooling & Plumbing
St. Louis, Missouri
“Cita AI has booked us 76 appointments in the first four weeks of March and saved my staff 33 hours. What I didn’t realize at the time was how much time it freed up and how it allowed me to re-orchestrate what people do and focus on more important jobs while the AI takes care of everything else.”
Nick Marchesano
COO, Budget Air
Common questions about Estimate Recovery.
How is this different from an automated reminder?
A reminder sends one message and stops. This agent holds a real conversation. When a customer replies 'what about financing?' it answers, and when they say 'book it' it books it.
Will customers find it pushy?
The cadence is four touches over about nine days, then it stops. Every message is written in your office's voice and a customer can opt out with one word.
What results should I expect?
It depends on how many open estimates you carry and your close rate. Nick Marchesano at Budget Heating, Cooling and Plumbing said Cita booked 76 appointments in the first four weeks of March and saved his staff 33 hours, across the inbound and follow-up agents. We put real numbers on your business in the first call.
Estimate Recovery by trade.
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For roofing companiesSee what Cita can do
for your business.
Book a 15-minute demo and see how AI agents can recover revenue, save time, and handle your calls.