Does Jobber automatically follow up on quotes?

Yes, on Connect and up. Jobber sends up to two email or text reminders on quotes still awaiting response, on the same channel as the original quote. Core does not include it. Those reminders never miss. They do not pick up the phone.

This is the click path for a 2-to-10 truck shop on Jobber whose change-outs sit in awaiting response.

What “automatically” actually means

Jobber has three tools shops mix up.

Tool	Who it talks to	When it runs	Follow up?
Quote follow-up	The customer, email or text	Connect and up. Twice, awaiting response	The reminder. Leave it on
Quote reminder	The office, on the schedule	All plans. Red block for the quote’s creator	Yes, that is your call list
Job follow-up	The customer, by email	After a job is completed	Reviews. Wrong list

Jobber’s automations help (updated 2026-08-06) is the customer reminder. Quote reminders (updated 2026-02-20) sit on the schedule and remind you to call. Work settings (updated 2026-08-11) says those reminders do not contact the client and do not appear in the app.

Jobber’s Academy (updated 2026-05-28) puts the first follow-up email one to two days after send, then a week later, then before the quote expires. That is the email clock. The phone clock is the same business hour the quote went out.

Quote statuses that belong on the list

A Jobber quote stays open until it is approved, converted, or archived.

Status	What it means	Follow up?
Draft	Built, never sent	Send it, then call
Awaiting response	Sent, waiting on approval	Yes, today
Changes requested	They asked for a rewrite	Yes. Amend, resend, call
Approved	They signed in client hub, or you marked it	Yes, until you convert it to a job
Converted	Copied to a job	No. Book the install
Archived	You closed it, or auto-archive did	No. Keep the reason

Quote Basics (updated 2026-07-27) lists those six. Approved is not booked. Convert it, then schedule.

Turn on the two reminders Jobber already has

Leave the nudge on.

1. Click the Gear, then Settings, then Automations. If Automations is missing, use Emails and Text Messages.
2. Under quotes, open a Quote follow-up card.
3. Set the delay in days after send, up to 90. Write the message. Save.
4. Repeat for the second card.

A text quote gets a text follow-up. An email quote gets an email follow-up, at the same local time of day as the original send. Recipients get them if outstanding quote follow-ups is on in that client’s communication settings (updated 2026-08-26). CC’d recipients do not.

Jobber’s pricing page (read 2026-10-23) puts Connect, one user, at $99 a month billed annually or $139 month-to-month. That is the first plan with quote follow-ups. Core, one user, is $29 billed annually or $49 month-to-month. Extra users are $29 a month.

On Grow, custom automation builder (updated 2025-08-01) can add more follow-ups. A new custom rule does not fire for quotes already in awaiting response. Last month’s pile is still a phone list. Auto-archive drops quotes that stay awaiting response after the days you set. It does not log why they said no. Call first.

Open the awaiting-response list

Work the office list, not last week’s memory.

1. From the sidebar, open Quotes.
2. Filter Status to Awaiting response. Sort by total, highest first.
3. Open a row. Read the notes, the line items, and whether anyone viewed it.

The first time a client opens the quote in client hub, admin users get a push (updated 2026-10-22). Call the viewed ones first. Sent quotes also show an Opened date on the client communications report. Gear, Work Settings, turn quote reminders on. They land in red, assigned to whoever created the quote.

A cadence that gets used

One CSR job post for this work asks for a callback within 30 minutes, then days 2, 4, 6 and 7. Five phone attempts in two weeks is enough. Leave Jobber’s two reminders on.

When	What you do	What you are trying to learn
Same business hour (day 0)	Call. Confirm the quote arrived	Did they get it
Day 2	Call. Text if you cannot reach them	Spouse, financing
Day 4	Call. Offer the next two open install slots	Timing, price, second bid
Day 7	Call. Ask what is stopping them	A real objection
Day 14	Last call. Convert or archive	A reason, then stop

If they already gave you a date, park it and call then. If nobody answers, leave a short voicemail with your name, the shop, the address, and a callback number. Paste day 2 and day 7 into Jobber’s two cards. Estimate follow-up email and text templates has wording. How to follow up on HVAC estimates that haven’t closed has the scripts.

Jobber’s Academy FAQ on that page says a follow-up email is less invasive than a phone call. True of a receipt check. The spouse, the second bid, and the financing stall still need a person. There is no reliable public number for close rate. Score it from your Quotes list.

Work one awaiting-response quote

Click the row. Read the estimator’s notes, then dial. After the call, pick one ending:

• They buy. More, then Convert to Job. Quote approvals (updated 2026-08-11) is that path. Book from the new job.
• They need time. Put the real reason in the notes. Stay awaiting response. Call on the date they gave you.
• They want a different option. Edit this quote and Resend. Changes requested quotes leave client hub until you send them back.
• They are done. More, then Archived. Write the reason. Archive does not require one.

Do not leave Approved sitting with no job. That is a sold quote nobody booked.

What Jobber already sends

Jobber wins the reminder, the portal, and the viewed ping. They do not pick up the phone.

Job	Jobber email or text	A person on the phone
Sends every time	Yes, twice, on your delay	Only if someone owns the list
Picks up the phone	No	Yes
Answers what the visit included	No	Yes, from the notes
Books the install	If they approve in client hub	Yes, then Convert to Job
Logs why they said no	Not captured	Only if you write it
Cost	Inside Connect and up	Time, a CSR, or a hire

Keep the two follow-ups on. Add the call. Text reminders vs phone calls is that split.

When to stop

• They said no, hired someone else, or asked you not to call. Archive it that day.
• They replied STOP, or they put you on their do-not-call list on the call. Honor it immediately.
• The FCC (updated 2026-02-27) prohibits telemarketing calls to the home before 8 a.m. and after 9 p.m. local time, and says telemarketers must comply immediately with a do-not-call request. This is not legal advice. Check with your own counsel.

Five attempts in two weeks, then a logged no, ends it.

Four ways shops actually keep awaiting response moving

1. Run the Quotes list as designed

Every morning. Awaiting response, highest dollar first. Call, then convert or archive before you leave the row. Right answer when someone is at the desk. It breaks the first full week.

2. The tech calls from the truck

Same-hour check-in from the person who wrote the quote. Best first call. It stops the afternoon they have three more jobs.

3. Hire someone whose job is the list

Job posts from 2025 list a sales VA for estimate follow-up at about $700 a month. You still hire, train them, and check that they log the reason.

4. Put the open quotes on a daily call list

Leave Jobber in place. Pull awaiting-response quotes and put each one on a call cadence so the office, or a caller working as the shop, dials. We make Escloser, which does this, so weigh that suggestion accordingly. Ask who is on the phone.

How to tell this week

Follow-up is working when yesterday’s awaiting-response rows have a same-day call, viewed quotes got called first, Approved rows are already jobs, and Friday’s open value is smaller than Monday’s. If the list only grows, the emails are sending and nobody is calling.

Open last month’s quotes in Jobber. Lay the awaiting-response rows next to the phone. Start there. They already exist.