A quote has been sitting. How do I follow up?

The quote lives in Jobber, so the follow-up starts there: send it if it is still a draft, or call the customer if it went out and went quiet. Mentat's part is telling you which quotes are still open, because it reads each quote's status back from Jobber, and giving you the technician's own words from the visit so the call is easy to make.

First, check whether it was ever sent

A quote Mentat wrote is a draft. Jobber does not send it. If a quote has been sitting since the day you approved it, the most likely reason is that nobody sent it. Open it in Jobber and look.

If it is still a draft, that is the follow-up. Send it. What happens after I approve a recommendation?

Know which ones are open

Mentat reads the status of each quote back from Jobber. Approved, converted, archived, or still open. So you do not have to hunt through Jobber to find the ones that went quiet. The ones still open are the ones to work.

The weekly digest carries the count, so a sitting quote does not go unnoticed for a month.

Use the technician's notes

When you do call, open the quote in Jobber and read the notes feed first. That is where the technician's field context went at approve: what they saw, what condition it was in, what the customer said to them at the door.

That turns a follow-up call from "just checking in on that estimate" into a specific conversation. You can say what your tech found and why it matters, in their words, because the customer heard it from them already.

A simple rhythm

Once a week, when the digest lands, look at what is still open. Pick the ones that have been sitting longest. Send the drafts. For the ones that went out, one call, referencing what the tech found.

Then close the dead ones. Archive in Jobber the quotes that are not going to happen. Mentat reads the archive back, and your open count stays honest.

Do not chase from Mentat

There is nothing to do to a quote from inside Mentat once it is approved. Mentat wrote the draft and reads the status. Sending and editing happen in Jobber, where the rest of your quoting already happens, and the call is yours to make. If you find yourself looking for a follow-up button in Mentat, that is the sign to switch windows.

Pricing came up again?

Sometimes a quote sits because the customer thought about the price. If you want to revisit it before you call, that is a Jobber edit. If you want to think about how the line was priced in the first place, there is an article for that. A tech flagged something. What do I charge for it?

Last updated 2026-09-21