QuoteRallyFree follow-up templates

For contractors running Workiz

Keep Workiz. Turn quiet estimates into clear answers.

With the Workiz Automations add-on, you can send a pending-estimate reminder by text or email a few days after the estimate goes out. QuoteRally takes a different approach: three short check-ins you send yourself, and a reply link so the homeowner can tell you where they stand.

Comparison checked October 16, 2026. Features and availability change; confirm your own plan with Workiz.

Two ways to follow up on open estimates

Workiz

Field service platform. Estimate reminders need the Automations add-on.

How follow-ups go out

An automation rule can remind clients about a pending estimate, by text, email or both. The built-in template is an email 3 days after sending, and timing and wording can be changed.

How you learn where the homeowner stands

Replies come back through Workiz messaging. Check how you track which pending estimates answered.

QuoteRally, alongside your tool

$49/month per business. Nothing to migrate; you paste open estimates in.

How follow-ups go out

A morning list of check-ins due on days 1, 4 and 10. You open each draft, send it from your own phone number, then confirm it.

How you learn where the homeowner stands

Each check-in carries a reply link. Homeowners pick Ready, Question, Still deciding or Going another way, and lost estimates come with a reason.

QuoteRally fits if…

  • One automated reminder isn't getting answers
  • You want follow-ups to come from your own number and sound like you
  • You want to record why estimates were lost
  • You don't want to set up and maintain automation rules

Stick with Workiz alone if…

  • Your Workiz automations already get the replies you need
  • You want every reminder sent with no tap from you
  • You need follow-up results synced into Workiz (QuoteRally has no integration)

Try it on your open estimates

Create an account with no card, paste the estimates that went quiet, and read every check-in before you pay. $49/month per business when you're ready to send, with a 30-day money-back guarantee on your first payment.