Home / Recipes / 3-touch quote follow-up (Jobber)
Problem 2: Quotes go quiet and nobody follows up
3-touch quote follow-up (Jobber)
Every morning the workflow checks open Jobber quotes and sends up to three texts: a check-in on day 2, a short AI-written note on day 5, and a polite close-out on day 10. Replies pause the sequence and go to the office; quotes that stay silent go to the owner for a personal call.
The problem
Unanswered quotes are work you've already done for free. We don't have a reliable figure for how many could be saved by follow-up, so we don't give one.
- Specialty contractors convert 17.9% of bids on average. Source: ServiceTitan press release: technology adoption and bid conversion (Software vendor survey)
- 57% of commercial sellers spend about half their time on non-selling work, including follow-up. Source: ServiceTitan commercial sales and marketing report (Software vendor survey)
Background reading: Why HVAC quotes go quiet: a 3-touch follow-up you can set up this week
Who it's for
Shops that send quotes from Jobber (replacements, repipes, water heaters, mini-splits) and don't have time to chase each one. If you're on Jobber Connect or higher, try Jobber's built-in quote follow-ups first; this recipe is for Core users or for a custom sequence with an owner hand-off.
Tools and monthly cost
| Tool | Official price |
|---|---|
| Twilio US SMS, sent or received | $0.0083 per 160-character segment, plus carrier fees of about $0.0035-$0.005 per segment pricing page |
| AI model (example: OpenAI gpt-4o-mini) | $0.15 per 1M input tokens, $0.60 per 1M output tokens pricing page |
| n8n | Community Edition: free if you self-host (you pay for the server). n8n Cloud: from EUR 20 / month (Starter) or EUR 50 (Pro) pricing page |
| Jobber (you probably already pay for it) | Core from $29 / month billed annually ($49 monthly); Connect from $99 (built-in quote and invoice follow-ups); Grow from $149 pricing page |
Example month: Illustrative arithmetic. Assume 40 open quotes a month that get all 3 touches, about 5 segments each (the first text includes the quote link): 200 segments x $0.0083 = $1.66 plus about $0.70-$1.00 carrier fees. AI: one short call per quote, under $0.01 in total. Uses the same Twilio number and A2P campaign as the missed-call recipe (or about $2.65 + one-time $19.50 on its own), plus n8n.
Setup
- Use a Twilio number with an approved A2P 10DLC campaign (see the missed-call recipe).
- Create a Jobber Developer Center app with quote and client read scopes; connect it with an n8n OAuth2 credential.
- Import workflow.json; set business name, time zone, owner and office phone numbers, and your model API key.
- Adjust the schedule (default 9:00 Mon-Sat), touch days (2 / 5 / 10) and the 21-day owner hand-off at the top of the 'Decide touches' node.
- Point your Twilio inbound-SMS router at the 'reply' webhook so customer replies pause the sequence.
- Check the quotes query filter in Jobber's GraphiQL (see below), then run the test webhook once with a test client before turning the schedule on.
Download
Contains the n8n workflow, AI prompts, the mock data, the test runner with its last results, and the mock server we tested against. All keys in .env.example are fake.
Test result
Every workflow was imported into n8n 2.45.4 and run end to end on our test machine. Twilio, Jobber and Stripe were replaced by a local mock server that accepts the same request shapes as their documented APIs and records every call. The AI steps used a small local model (Qwen2.5-3B-Instruct, 4-bit) and the speech-to-text steps used Whisper base.en running locally. Mock data (customers, quotes, invoices, recordings) is invented. Nothing was sent to a real phone, customer or account.
8/8 scenarios passed (run 2026-10-27)
| PASS | D1 | First daily run: three quotes due a first check-in, one too fresh, one too old to cold-text |
| PASS | D1b | Same day re-run (e.g. n8n restarted): must not double-text |
| PASS | D2 | Next day: drain-camera quote reaches day 2 |
| PASS | D3 | Day 5+ quotes get the AI-written second touch |
| PASS | D4 | Furnace quote approved in Jobber overnight: its sequence stops; mini-split gets the close-out text |
| PASS | R1 | Marcus (water heater) replies by text: his sequence pauses and the reply goes to the office |
| PASS | D5 | A week later: drain-camera close-out; water heater skipped (customer replied); mini-split (3 texts, no reply, 22 days) goes to the owner |
| PASS | D6 | Quiet day: nothing due, owner not re-alerted |
Actual output from the test run
A text from scenario D2 (Next day: drain-camera quote reaches day 2). Names and numbers are invented.
to +15555550145: Hi Linda, it's Jess at Ridgeline Heating & Plumbing. Checking you got our quote for the main drain camera inspection. Happy to answer any questions - just reply here. https://clienthub.getjobber.com/client_hubs/mock/quotes/1044 Reply STOP to opt out.
Verified with mocks
- Day counting in the business time zone, touches on day 2 / 5 / 10 with a minimum 2-day gap, no double texts when the workflow runs twice in a day.
- Quotes approved in Jobber stop their sequence; clients who opted out of follow-ups are skipped; quotes older than 21 days are never cold-texted.
- Touch 2 written by a real (small, local) AI model with guardrails: no prices, discounts, links or financing talk, under 300 characters, must use the first name; failures fall back to a template.
- Customer reply pauses all sequences for that phone and forwards the text to the office; silent quotes go to the owner once.
Documented from official API docs only
Built to the vendor's documentation but not run against a live account. Check these on yours.
- Jobber quotes query fields and the filter argument syntax for 'awaiting response' quotes: assumed from a community schema copy. Check in GraphiQL.
- Twilio Messages API and inbound-SMS webhook (Twilio docs).
Limitations
- Built for Jobber only. Housecall Pro's API is on its MAX plan and we could not open its API docs; ServiceTitan not checked.
- A small model wrote touch 2 in our tests; one early draft swapped the customer and company roles before we added a guardrail for it. Review a few real drafts before trusting it.
- The first text includes the quote link, so it's 2 SMS segments.