A fully configured unsold-estimate follow-up agent, connected to your estimate pipeline, with built-in financing surfacing, running day-14 and day-28 touches in your customer’s text thread, running in under 7 days.
The Recover pillar runs the system you mean to run but never built. Every estimate that does not close on the visit gets a day-14 SMS in your shop’s voice, referencing the specific job and a seasonal anchor (summer AC load, winter heating stress, federal credit deadline).
If the homeowner doesn’t respond, a day-28 SMS lands as the final touch with permission to close out: “Let me know if I should keep this open or close it out for you.”
Five-beat structure: greeting plus shop name, specific reference to the estimate (job type plus original date), one seasonal or technical anchor relevant to that job, soft permission CTA, sign-off. No promotional language, no “limited time” theatre, no discount talk. Includes the required first-in-sequence footer (AI disclosure plus opt-out instruction per compliance rules).
Shorter than day-14 (40-70 words). Permission to close: “If you’ve gone with someone else or decided to wait, just let me know and I’ll close this out.” Marks the estimate as cold or lost after this touch if no reply.
When Hearth (or GreenSky or Synchrony, customer-config dependent) is enabled, the day-14 or day-28 touch includes a soft mention of pre-qualification with a personalized link. The agent never approves financing; it surfaces eligibility. Industry research suggests financing offered at point of sale lifts close rates 17-30% on jobs over $1,500.
If the homeowner replies with anything beyond a yes/no/cancel (“Can we split the scope?” “Is there a cheaper version?” “What if we wait for the next ComEd rebate cycle?”), the agent sends a brief acknowledgment in the homeowner’s text thread (“Let me get [owner first name] on this and have him follow up by end of day”) and escalates with the verbatim question to the owner’s cell. The agent does not try to answer scope or pricing questions itself.
One real-spec sample. Validator-passing under the 80-word SMS ceiling. Five-beat structure: greeting, specific job reference, seasonal anchor, soft permission CTA, sign-off.
Hey Mike, Pilsen Electric. Following up on the panel-upgrade estimate from April 28.
Summer AC season is what tends to stress 100A panels in two-flats like yours, so just wanted to make sure timing wasn’t an issue.
Anything we can walk through, or if the timing’s not right yet, no pressure to move now.
Thanks, Pilsen Electric
Recover talks to the systems your shop already runs. Four integration targets. Same voice as Capture.
your FSM (FieldPulse, Jobber, Housecall Pro) or a CSV import for no-FSM shops
Hearth recommended; GreenSky and Synchrony supported. Enabled per shop.
for owner escalation SMS
the same voice configuration as Capture; one voice across both pillars
Your Recover agent is live in your shop in 7 days. We tune it together weekly for the first 60 days. Then monthly check-ins for the life of the engagement.
There are several versions of "follow-up software." This is none of them.
This is a managed follow-up agent that references the specific job by date and scope, uses your shop’s actual voice register, surfaces financing only when it makes economic sense, and routes any substantive question to you instead of trying to answer it.
The follow-up your office manager would write if she had four uninterrupted hours to do it well.
