The problem
Quotes go out and then nothing happens. Most owners know they should follow up, and most don't, because each one means opening the quote, remembering the job, and writing something that doesn't sound pushy. A two-line check-in a few days later is often all it takes, and it is the easiest work in the shop to skip.
What Cowork does
- A daily task at 7 AM reads Jobber quotes with status 'awaiting response'.
- It picks quotes sent three or more days ago that haven't had a follow-up yet (tracked in a Google Sheet).
- For each, it writes a short Gmail draft that mentions the actual job, offers to answer questions, and, if the owner allows it, offers a smaller first phase on large quotes.
- A second, shorter follow-up draft is written at day 10, and then it stops.
Where the draft lands
Gmail drafts in the customer's thread, labeled AI-draft, and a follow-up log in Sheets.
What stays with you
Sending, adjusting tone for customers you know, and any change to price or scope.
Hi Maria, checking in on the panel upgrade quote we sent last Wednesday (Q-1183). Happy to walk through the options or the permit timing if that helps. If the full upgrade is more than you want to take on right now, we can price the 200A service first and do the rest later. Sam
Watch-outs
- Jobber's official connector can read quotes but can't change them. Updating quote status stays manual unless you add Composio.
- If quotes are emailed from Jobber rather than Gmail, the draft starts a new Gmail thread. Mention the quote number so the customer can find it.
Questions owners ask
Will customers know it's AI?
They see an email from you that you reviewed and sent. Keep the drafts short and specific and they read like a normal check-in.
How many follow-ups is too many?
Most shops stop at two. The task is set to stop after the second one.