Follow Up & Close More Work

Deptly watches the tools where your estimates already live — your quoting software, your email, your e-signature platform. When an estimate passes the quiet window you set without a reply, signature, or deposit, the follow-up sequence you approved begins. You choose the window; three to five days is common for most service businesses.

No. Follow-ups reference the actual job — the patio, the roof, the treatment plan — and use wording and tone you approved up front. You can review every message before it sends while you build trust, then loosen the reins for routine touches. Cadence is yours too: how many, how far apart, and when to stop.

Price always comes to you. Deptly never sets, discounts, or negotiates pricing on its own. When a customer asks for a better number or mentions a competitor's bid, Deptly brings it to you with the full context, you decide once, and Deptly carries your answer back and keeps the decision moving.

Yes. Once a customer accepts, Deptly sends the agreement through your e-signature tool, confirms it comes back signed, and requests the deposit or authorization on your standard terms through your existing payment processor. If anything about the terms is unusual, it comes to you before it goes out.

As many as you approve — most owners land on three to five touches spread over a few weeks. When the sequence finishes without a decision, nothing is silently abandoned: the opportunity appears in your weekly brief with what was tried and a recommended next step, and it only closes as lost under a rule you set.

Yes. The same workflow carries any opportunity that's waiting on a decision — consultations, recommendations, treatment plans, care proposals, engagement agreements. The follow-up references your document, the routine questions get answered from your approved notes, and the professional judgment behind the recommendation stays with your team.

A clear no is recorded with the reason, so you know why jobs are lost, not just that they were. If you want, declined work is preserved for a respectful future touch — brake work when the mileage comes due, the project revisited next season — always on rules you approve, never a nagging drip.

Deptly is built to work in the tools you already have — quoting software, email, e-signature, payments, your CRM. The systems listed on this page are examples, not guaranteed integrations; during setup we confirm exactly how your tools connect and where Deptly reads and writes.

A reminder sends a template and stops. Deptly reads what comes back. It answers the customer's actual question, brings price and scope calls to you, sends the agreement, confirms the deposit, and records the outcome — the whole loop, not the first nudge. The difference shows up in the estimates that used to go quiet after the reminder.

Two things. Answer the judgment calls that reach you — price questions, unusual requests, jobs you've marked for personal handling — and read a short weekly brief showing what closed, what's in motion, and what's flagged. Everything routine in between is handled within the rules you approved.