Question 1

What is quote recovery?

Accepted Answer

Quote recovery is a structured follow-up process for estimates that have not received a clear yes or no. BidMend helps you keep those quotes visible, send the next message at a timing you control, and see which quotes are later marked recovered.

Question 2

Will my customers feel pressured?

Accepted Answer

The goal is a helpful reminder, not pressure. You control when follow-ups start, how often they happen, and when they stop. Messages can be written in a calm, service-oriented tone, and a sequence stops when the customer replies or opts out.

Question 3

How is quote recovery different from chasing customers?

Accepted Answer

Chasing is repeated outreach without much context or a clear stopping point. Quote recovery gives your team a defined follow-up plan, contractor-controlled timing, editable messaging, and a clear handoff when a customer engages.

Question 4

Can I customize the messaging?

Accepted Answer

Yes. You can edit the templates and adjust the tone so follow-ups sound like your business. Your team stays in control of the wording, timing, and stopping rules rather than sending a one-size-fits-all sequence.

Question 5

What happens when a customer replies?

Accepted Answer

The automated sequence stops and the estimate is routed into the conversation your team needs to handle. That lets a contractor respond personally instead of allowing more automated messages to continue after the customer has engaged.

Question 6

How are opt-outs handled?

Accepted Answer

An opt-out is a stopping signal. Once a customer asks not to receive follow-up, the sequence stops so your team can respect that preference and avoid sending additional automated reminders.

Question 7

Do I need customer consent before sending SMS follow-ups?

Accepted Answer

Yes. Use SMS only when you have the appropriate customer consent and your process meets the rules that apply to your business. If SMS consent is not available, keep the follow-up on email or another channel you are permitted to use.

Question 8

Can quote recovery use email and SMS?

Accepted Answer

You can plan follow-up across email and, when consent is in place, SMS. The right channel depends on the customer permission you have and the workflow your team chooses, with timing and tone controlled by the contractor.

Question 9

Can I set up quote recovery with estimates I already sent?

Accepted Answer

Yes. You can start with existing estimates that are still waiting on a response, then set the follow-up rules that fit your team. Starting with a small group of open quotes is a practical way to establish the workflow.

Question 10

How is recovered revenue calculated?

Accepted Answer

Recovered revenue reporting is based on quotes your team marks as recovered after follow-up, not on a promise that automation will generate revenue. That keeps the number tied to the quotes your business identifies as recovered and separates reporting from a guaranteed outcome.