# Chase unapproved Jobber quotes with personalized follow-ups

> Every weekday morning, quotes that have gone quiet get a personal follow-up email that references the actual work you priced, so pending jobs stop slipping away.

- Workflow type: agent
- Services: Jobber, Gmail, Slack Bot
- Categories: Sales
- Published: 2026-08-04

## What it does

- Finds every quote that was sent at least three days ago and is still waiting on a customer decision, skipping anything already approved, converted, or still sitting in draft
- Writes a personal follow-up email for each one that mentions the actual work you quoted and the price, instead of a generic reminder to please get back to you
- Adjusts the tone as the quote gets older, starting gentle in the first week, getting more direct in the second, and closing with a final check-in after two weeks
- Leaves a note on the quote after every send so nobody on your team double-chases the same customer, and posts a morning Slack summary of who was contacted and how much work is still unapproved

## What you'll need

- A Jobber account with quotes and client contact details, connected so the workflow can read quotes and add notes
- A Gmail account to send the follow-up emails from, ideally the address your customers already recognize
- A Slack workspace and a channel where the daily summary should be posted

## Prompt

Every weekday at 8am, find my Jobber quotes that were sent at least 3 days ago and are still waiting on a customer decision, then chase them for me with a personalized follow-up email.

Start with Jobber List Quotes to pull open quotes along with their status and the date they were sent. A quote qualifies for follow-up only if it was sent 3 or more days ago and the customer has not yet responded. Skip anything that is already approved, already converted to a job, or still sitting in draft and never actually sent. Before doing anything else with a qualifying quote, call Jobber List Quote Notes and skip it if there is already a follow-up note from the last 7 days, so nobody gets chased twice in the same week.

For each quote that survives those filters, use Jobber Get Quote to pull the line items and the total, and Jobber Get Client to get the customer name and email address. If a quote has no usable email address on the client record, skip it and note that in the summary rather than failing the run.

Write a genuinely personalized follow-up email for each one. Reference the actual work that was quoted, naming the specific line items and the total, rather than sending a generic nudge to please get back to me. Escalate the tone based on how long the quote has been sitting: at 3 to 7 days keep it gentle and low pressure, just checking they got it and offering to answer questions; at 8 to 14 days be more direct with a clear ask for a yes or no and mention that scheduling is filling up; past 15 days send a final check-in that gracefully closes the loop and invites them to reach out if timing changes. Send each email with Gmail Send a Message.

Immediately after each successful send, record a note on that quote with Jobber Create Quote Note saying a follow-up was sent, which age bracket and tone was used, and the date. This note is what the 7 day duplicate check reads on future runs, so it must be written every time an email goes out.

Cap the run at 25 follow-up emails so a first run against a large backlog of historical quotes does not blast every customer at once. If more than 25 quotes qualify, prioritize the highest value quotes first and leave the rest for the next run, mentioning how many were deferred.

Finish by posting a summary to Slack with slackbot Send a Message. List everyone who was chased ranked by quote value, showing the customer name, the quote amount, a short description of the work, and how many days the quote has been outstanding. Include the total dollar value still sitting unapproved across all open quotes, and a short line noting how many quotes were skipped and why, for example already followed up recently or approved overnight.

## How to customize

- Change the schedule or the timing, for example running it Monday and Thursday only, or later in the morning
- Adjust the age brackets that control tone, such as waiting five days before the first nudge or treating anything past thirty days as dead
- Set how many quotes get chased in a single run, and raise or lower the value threshold so small jobs are left alone
- Pick which Slack channel gets the summary, or send it to a manager by email instead

## Example output

Quote follow-ups sent this morning (6 of 6)

1. Marcus Webb Property Group - $8,450 - gutter replacement and fascia repair - 12 days out, direct ask
2. Diane Halloran - $4,200 - full exterior repaint, north side - 5 days out, gentle nudge
3. Kettle Creek Cafe - $3,880 - walk-in cooler install - 17 days out, final check-in
4. Sam Ortiz - $2,140 - deck staining and seal - 4 days out, gentle nudge
5. Brightside Dental - $1,975 - quarterly landscaping contract - 9 days out, direct ask
6. Alan Reyes - $890 - water heater swap - 3 days out, gentle nudge

Total still unapproved: $21,535 across 6 quotes
Skipped: 4 quotes already followed up in the last 7 days, 2 approved overnight

## FAQ

### Will this email customers who already accepted their quote?

No. Anything already approved or turned into a job is skipped, along with quotes still sitting in draft that were never actually sent. Only quotes genuinely waiting on a customer decision get a follow-up.

### What stops the same customer getting chased over and over?

Every time a follow-up goes out, a note is added to that quote in Jobber. Before sending anything, the workflow checks for a follow-up note from the last seven days and skips the quote if it finds one, so customers hear from you at a reasonable pace and your team can see the history.

### Do the emails actually sound personal, or is it the same template every time?

Each email is written for that specific quote. It pulls the line items and total, so the message references the work you priced rather than sending a generic nudge. The tone also shifts based on how long the quote has been sitting.

### What happens the first time I run this on a big backlog of old quotes?

There is a cap on how many follow-ups go out in a single run, set to twenty five by default, so a first run cannot blast every historical quote at once. The backlog gets worked through over several days, and you can lower the cap or narrow the date range before the first run.

### Do I need to be technical to set this up?

No. You connect your Jobber, Gmail, and Slack accounts, tell it which channel to post the summary in, and it runs on its own each weekday morning. Adjusting the timing, tone brackets, or send limit is a matter of describing the change you want.

Use this prompt in General Input: https://www.generalinput.com/prompts/chase-unapproved-jobber-quotes-with-personalized-follow-ups