A quote that sits in Awaiting Response is not a maybe. It is unpaid work you already did. Three touches, each with a different job, then you stop. Jobber can send two of those for you if the quote is still waiting. A person still owns the third, and the call.
After they approve and you do the work, invoices are appointment reminders and invoice follow up. That page is Calendly and QuickBooks. This page is the quote, before anyone is on the calendar. Inbox promises are inbox triage for a solo consultant. Trucks and the day board are field service dispatch.
01
This is not the invoice chase
Invoice follow up asks for money on work you already finished. Quote follow up asks whether they want the work. Mix the two and you sound like you are billing them for an estimate. Keep separate logs.
| Clock | Starts | Stops |
|---|---|---|
| Quote | You send the quote (or mark it awaiting response) | Approved, declined, archived, or three touches with no answer |
| Job | They approve and you convert to a job | The visit is done |
| Invoice | You invoice the same day as the work | Paid, or parked as a dispute |
Jobber's quote approval path is Client Hub: they open the link, Approve (or Approve and Pay Deposit), and sign if you require signatures. Status moves from Awaiting Response to Approved. Convert to a job after that. Do not chase a quote that is already approved as if it were unpaid. (Quote Approvals)
02
Three touches, then you stop
For a 1 to 5 person shop, three is enough. Each message has to change. If Email 2 is Email 1 with "just checking in," skip it.
| Touch | When | Job of the message |
|---|---|---|
| 1 | 3 days after you sent the quote | Confirm they have it. Repeat the total and the approve link. Ask one question if a choice is still open. |
| 2 | 7 days after you sent the quote | Answer the likely stall (timing, scope, a cheaper option you already priced). Do not cut the price in the email unless you mean it. |
| 3 | 14 days after you sent the quote | Last note. You will archive on [Date]. They can reply to reopen. No guilt. |
- Stop when they approve, decline, or ask for a change. A change request is a new quote, not a fourth nudge.
- Stop after touch 3 even if they read it and said nothing.
- Stop sooner if the window for the work has passed (a Saturday event, a seasonal job).
03
Email 1: they have the quote
Subject
[Job type] quote for [Property or project], still open
Hi [First name],
The quote we sent on [Date sent] is still open. Total: $[Amount] for [Scope in one line].
Approve it here: [Quote link]
If you want a different date than [Proposed date], reply with two options that work. I will hold [Date you will hold inventory or the slot] and then release it.
Thanks,
[Your name]
[Company]
04
Email 2: the stall
Write the stall you actually heard, or the one this job type always hits. Do not list five discounts.
Subject
[Job type] quote: timing and what is included
Hi [First name],
Checking on the [Job type] quote for $[Amount]. What is included: [3 bullets]. What is not: [1 bullet].
If the stall is timing, the next window I can hold is [Date]. If the stall is scope, reply with the one item you want off and I will send a revised quote.
Approve the current quote here: [Quote link]
Thanks,
[Your name]
05
Email 3: last note
Subject
Last note on the [Job type] quote, then I will close it
Hi [First name],
I will archive the [Date sent] quote for $[Amount] on [Archive date] unless I hear from you. No action needed if you have gone another direction.
If you still want the work, approve here: [Quote link], or reply and I will reopen it.
Thanks,
[Your name]
06
How Jobber quote follow ups actually work
Settings in this section come from Jobber's public help as it read on 22 October 2026. Feature access depends on the plan. Jobber documents quote follow ups on the Connect plan and up. If you do not see Automations under Settings, Jobber says you can set quote follow ups from Emails and Text Messages settings. Check Account and Billing in your login before you train anyone. (Automations)
Gear icon, Settings, Automations. Under quotes, Jobber ships two quote follow up automations for quotes in Awaiting Response. Each has a title, a send day counted from the day you sent the original quote (maximum 90 days), and message text you edit. The follow up goes out the same way as the original quote: email stays email, text stays text, at the same time of day as the original send. Clients and contacts get it only if outstanding quote follow ups are enabled in their communication settings on the client or contact profile. (Automations)
Two automations is not three touches. Put Email 1 and Email 2 in Jobber. Send Email 3 yourself, or use a custom automation if your plan includes the custom builder. Jobber also has quote reminders on all plans: a red reminder on your schedule, assigned to the person who created the quote. Those reminders do not message the client. They tell you to follow up. Turn them on in Work Settings if you want the calendar nag for touch 3. (Quote Approvals, Automations)
If the client requests changes in Client Hub, Jobber moves the quote to Changes Requested and hides it from Client Hub until you send it again or mark Awaiting Response. Stop the follow up sequence. Edit, resend, then the clock starts over. (Quote Approvals)
07
The follow up log
| Column | What goes in it |
|---|---|
| Quote and client | Quote number, name, property |
| Date sent and amount | From Jobber, not from memory |
| Touch 1, 2, 3 | Date sent, email or text or call |
| Status | Awaiting, approved, changes requested, declined, archived |
| Next action | One line, with a date |
| Stop date | The archive date from Email 3, or the day they answered |
If you work from Gmail instead of Jobber, the same log still works. Put the three emails in drafts, set a reminder on the sent date, and do not invent a fourth. Inbox triage for promised replies is the solo consultant page.
08
Download the quote follow up log
Download the quote follow up log. One row per open quote. Copy Email 1 and 2 into Jobber automations. Keep Email 3 on the log as a person task.
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External references
Next step
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