Estimate & Proposal Follow-Up
Branded estimates go out same-day with e-sign and deposit collection built in, and follow-up keeps running until the homeowner makes a decision either way.
The problem
A slow estimate is read as a slow company
Homeowners judge how you'll handle their roof by how you handle their quote. An estimate that takes four days to arrive, comes as an unbranded attachment, and needs a printer, a signature, and a scan tells them exactly what working with you will be like. Meanwhile the roofer who sent a clean, branded proposal that evening — one they could sign on their phone and pay a deposit against — has already been treated as the serious option.
The estimate is often the only work product a homeowner sees before they commit. It is doing more selling than anyone gives it credit for.
What it actually does
In plain terms.
Branded estimates and proposals sent the same day, styled as your company rather than a generic template
Electronic signature so the homeowner can approve from a phone without printing anything
Deposit collection built into the same document, so approval and payment happen in one step
Automated follow-up that keeps working the open estimate until there is a yes or a no
Instant notification the moment a proposal is opened, signed, or paid
In practice
A homeowner is comparing three quotes on a Sunday evening
Without Orbit
- Your estimate arrives Tuesday as an email attachment.
- Approving it means printing, signing, and scanning.
- They put it aside to deal with later.
- Later never arrives, and nobody follows up.
With Orbit
- Your branded proposal was in their inbox Sunday night.
- They sign it on their phone from the sofa.
- The deposit is collected in the same flow.
- You're notified the moment it's signed and the job books itself in.
How it fires
Step by step, in your business.
The inspection completes
The proposal sends
The homeowner reviews
They sign and pay
Follow-up runs until a decision
How it connects
It doesn't work alone.
This picks up where Appointment Scheduling & Crew Routing leaves off — the inspection happens, the proposal goes out. Automated Follow-Up is what chases it if it goes quiet, Financing Visibility gives the homeowner a route to yes when the number is the obstacle, and a signed proposal moves the job forward inside Roofing-Built Pipelines.
Related
Works closely with.
See Estimate & Proposal Follow-Up working on a real pipeline.
Book a demo and we'll show you it configured for a business like yours.