GarageDoorBossPro Blog — Estimates & Quotes

Texting Customers About a Garage Door Quote: Questions, Answers and a Record of Both

Customers would rather text than talk, and garage door quotes generate a lot of small questions. Does the price include haul-away? Can you do Thursday? What's the difference between the two openers? Answering those by text is faster for everyone. Answering them from a tech's personal phone means nobody else can see what was promised.

Texts Fill the Gaps Between Emails

Follow-up emails, covered in Garage Door Estimate Follow-Up Emails: Chasing Quotes Without Chasing People, handle the routine reminders. Texts handle the conversation: the questions, the details and the quick nudges.

Two-Way Texting From the Office

GarageDoorBossPro includes two-way texting with customers from the office. The office sends a text, the customer replies, and the conversation is kept with the client. Anyone in the office can pick it up where someone else left off.

That is the key difference from a personal phone. When the owner is on a job, the office manager can see that a customer asked about Thursday and answer it. When a tech leaves the company, the quote conversations stay with the business.

Gathering Details Before the Quote

Texts are a quick way to fill in what the estimate needs:

Whatever the customer tells you goes in the equipment details on the estimate and the house, not just in the text thread. That way the tech sees it on the job card. Keep requests safe: never ask a customer to get close to springs or cables for an answer.

Answering Quote Questions

After the estimate is sent, the common questions are about what is included and when the work can happen. A good text answer is short and matches the estimate:

If an answer changes the quote, such as adding a keypad or removing a line, update the estimate so the written version matches the conversation. The estimate is the agreement; the text is how you got there.

Nudging an Open Quote

Texts often get a faster reply than emails. A friendly check-in a few days after sending works well for quotes that need a decision: “Hi, it's the office at your garage door company. Any questions on the new door quote?” Keep it to one or two nudges. Customers who want time should get it.

The Text Allowance

Texting is metered by a monthly allowance on each plan: 500, 1,000 or 2,000 texts sent and received on Start, Pro and Crew, in the US and Canada. Quote conversations count toward it along with automatic reminders and alerts. For most quoting, a few short texts per customer is plenty.

Short, plain texts also read better on a phone. Write the way you would talk to the customer in their driveway.

Texts After the Yes

Once the customer approves, texting keeps going. Automatic reminders and alerts tell them the night before, when they are next, and when the tech arrives, based on their alert preferences. If they reply to an alert with a question, it comes to the office. If plans change, such as needing to move the install, the office handles it by text and updates the dispatch board.

Who Texts, and When

Agree on a few simple rules in the office. Who answers quote texts during the day? How fast should a reply go out? What gets handled by text and what deserves a phone call? A customer asking about a new door price can be answered by text. A customer who says the door is hanging crooked should get a call right away, with the plain advice to leave the door alone until a tech arrives. Clear rules mean customers get quick answers and nothing important gets buried in a thread.

A Record Worth Having

The real value of texting from the office is the record. Every question, answer and nudge sits with the client. When a customer says “you told me it included the haul-away,” you can check. When a new office hire picks up a quote halfway through, they can read the conversation. Next up, a quote that often comes out of these conversations: Quoting a Yearly Tune-Up Plan Alongside the Repair. For more, visit the GarageDoorBossPro garage door estimate software page.

Quote Conversations on Record

GarageDoorBossPro two-way texting keeps every quote question and answer with the client, where the whole office can see it.

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