Estimate Follow-Up Text Templates for Contractors (Copy and Paste)

The best estimate follow-up texts are short, mention the actual project, use the homeowner's first name and your business name, and end with an easy question. Every marketing text should also make it easy to opt out. Below are templates you can adapt for each stage and trade.

Before you send: only text people who gave consent to be contacted, send inside federal and state quiet hours (8am to 9pm federal; stricter in Florida, Oklahoma, Texas and others), and honor STOP immediately. See our texting compliance guide. General information, not legal advice.

Day 1 to 2: the check-in

Hi [First name], it's [Name] from [Business]. Thanks for having us out to look at your [project]. Any questions on the estimate I can answer? Reply STOP to opt out.

Hi [First name], [Name] at [Business] here. I've attached the photos from your [project] visit. Happy to walk you through any of it. Reply STOP to opt out.

Day 3 to 7: the specific follow-up

Roofing

Hi [First name], it's [Name] at [Business]. Just checking in on your roof estimate. We're scheduling installs for [month] now if timing matters. Reply STOP to opt out.

HVAC

Hi [First name], [Name] from [Business]. Did you get a chance to look over the options for your system? Happy to explain the differences. Reply STOP to opt out.

Windows and doors

Hi [First name], it's [Name] at [Business]. Any questions on the window styles we looked at? I can send photos of a similar home. Reply STOP to opt out.

Bath and kitchen remodeling

Hi [First name], [Name] from [Business]. Is the [bathroom/kitchen] project still on your list for this year? Either answer helps. Reply STOP to opt out.

Day 10 to 21: the direct question

Hi [First name], it's [Name] at [Business]. Should I keep your [project] estimate open, or have you gone another way? A quick yes or no is fine. Reply STOP to opt out.

This message gets replies because it's easy to answer and doesn't pressure. A no is useful too.

No-show and cancellation rebooks

Hi [First name], it's [Name] from [Business]. Sorry we missed each other on [day]. Would [day] at [time] or [day] at [time] work better? Reply STOP to opt out.

Old leads (3 to 24 months)

Hi [First name], it's [Business]. You asked us about a [project] back in [month]. Is it still something you're looking at, or did you get it sorted? Reply STOP to opt out.

For a full process on old platform leads, see what to do with old Angi leads.

What to avoid

• Long messages. Keep it to two or three short sentences.
• Discounts in the first message. They train homeowners to wait.
• Fake urgency. "Price expires tonight" damages trust.
• Generic openers. "Just following up" with no project detail gets ignored.
• Texting outside quiet hours or without consent.

How many messages should you send?

Five to seven over a few weeks is a good starting point. Read how many times to follow up on an estimate for the cadence.

Want it done for you?

Setterly sends the first message, handles every reply with two-way AI text and books appointments into your calendar. You pay per booked appointment. There is no setup fee and no retainer. CRM integration is optional for a one-off fee. See unsold estimate follow-up.