Restoration estimate follow-up calls with AI
Inspections that end with "we'll think about it" go cold within days, and project managers are too busy on active jobs to chase them. An outbound voice agent calls every open estimate on schedule and books the next step.
How does an AI agent follow up unsigned restoration estimates?
You load inspections that ended without a signed work authorization, for homeowners who agreed to be contacted. The agent calls two and five days later, asks whether they have decided, answers questions from the estimate notes and your process, and books a signing visit or a call with the project manager. Questions about coverage or the adjuster are handed to a person with the call transcript.
Worked example
Forty open estimates after a busy month
After a storm month, a company has 40 inspections with no signed authorization. Each is a homeowner who already let you in the door.
| Step | Example |
|---|---|
| Open estimates with consent to call | 40 |
| Reached within three attempts | 26 |
| Booked a signing visit or PM call | 9 |
| Chose another company | 6 |
| Waiting on the adjuster, re-scheduled for a later call | 11 |
The adjuster group matters most: a call a week later, after the adjuster visit, is often what wins the job. Replace these figures with your own.
Why homeowners stall
The questions the agent should be ready for
Most unsigned estimates stall on the same few points: waiting for the adjuster, worry about the deductible, getting a second quote, or not understanding what work authorization means. Give the agent your plain-language explanations of each, especially what signing does and does not commit the homeowner to, and set it to hand anything about coverage amounts to the project manager.
Consent and calling rules
Calling rules for estimate follow-up
- Ask for consent to follow-up calls at the inspection, and record it with the estimate.
- US rules treat AI voices as artificial voices, so prior consent is required; confirm wording with your counsel.
- Limit attempts, call inside local hours and stop immediately on request.
- Never pressure: no deadlines you would not honour and no claims about what insurance will pay.
The script
How the follow-up call opens and closes
The agent introduces your company, the address and the inspection date, then asks one question: has the homeowner decided how they would like to proceed? If they are waiting on the adjuster, it asks when the adjuster is visiting and schedules the next call for after that. If they have questions about drying or the work plan, it answers from the estimate notes. If they are ready, it books the signing visit and confirms who will attend. Every outcome is logged with the transcript for your project manager.
See restoration AI capture a water-loss request
Book a demo to map emergency intake, on-call escalation, or inspection booking onto Botcadence.
Common Questions
Estimate follow-up questions
Two days after the inspection works for most companies, with a second call around day five. For losses waiting on an adjuster, schedule the next call for a day or two after the adjuster's visit instead.
It can explain the scope in plain terms from the notes your project manager adds, such as how many rooms are included and the drying plan. Pricing disputes and scope changes go to the project manager.
The agent thanks them, asks one optional question about why, and closes the record. That reason is useful data for your sales team and is saved with the transcript.
Only for past customers who consented to marketing calls; calling homeowners who never contacted you raises different legal and reputational issues. Keep storm outreach to customers and partners who opted in.
Launch restoration AI workflows with Botcadence
Start with after-hours water-loss intake or inspection booking, then add WhatsApp loss photos once the first path is reliable.