Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.

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Contractor workflows for the revenue leaks that cost booked jobs.

Calls, booking, estimates, reviews, proof, scorecards, AI voice, and CRM context.
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Sales / Follow-Up
Active
Included in Growth, Pro

Win more unsold estimates with follow-up that actually fires.

Close Forge gives sales teams structured SMS and email follow-up for open quotes, replacement bids, and repair options.

Start with Close ForgeSee setup guide
Close Forge estimate follow-up workflow builder with SMS, email, wait, and status-check steps
Revenue recovery
Follow-up workflowBuild estimate recovery automations with branching, waits, AI drafts, and connector checks.

Best for

Teams that feel this leak every week.

HVAC replacement teams

Plumbing, electrical, roofing, painting, and project-heavy shops

Managers who need open estimate visibility

The problem it fixes

Quoted revenue goes cold when the next touch depends on a salesperson remembering the right time, message, and context.

How it works

1

Connect supported estimate or lead context.

2

Configure delays, stop conditions, SMS/email copy, and proof links.

3

Review active queues, sends, replies, stops, and recoveries from the workspace.

What it connects to

Works around the tools your team already uses.

Availability depends on workspace setup, provider API access, CRM plan, and app configuration.

ServiceTitan
Housecall Pro
Proof Pulse for approved proof links
Messaging rails configured in TradeVulcan

Outputs and KPIs

What it creates

  • Follow-up queues
  • SMS and email sends
  • Reply and stop history
  • Recovered estimate opportunities

Primary KPIs improved

  • Follow-up rate
  • Reply rate
  • Unsold estimate recovery
  • Close rate influence

Setup requirements

  • Supported CRM estimate source
  • Approved SMS and email templates
  • Stop conditions and send windows

Go-live checklist

  • Confirm eligible estimate rules
  • Send test messages
  • Review opt-out language
  • Assign queue ownership

Security and compliance notes

  • Messaging workflows should use approved opt-in/opt-out language and respect stop conditions.
  • Managers see normalized customer, estimate, workflow, and next-step context rather than connector noise.

FAQ

Can managers review the follow-up queue?

Yes. Close Forge shows active follow-up work, message history, stops, replies, and opportunities that need attention.

Does Close Forge write back to my CRM automatically?

Write-back behavior depends on the connector and workspace configuration. The buyer-facing workflow can launch with safe follow-up and internal history first.

Trust and security

Built to support secure, permissioned contractor workflows.

Your team sees clean customer and workflow context. Credentials stay server-side, access follows workspace permissions, and AI or messaging steps use operator-approved rules.

View security approach

Permissioned workspaces

TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.

Server-side credential handling

Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.

Consent-aware messaging

SMS, email, AI voice, and review workflows should be configured with opt-in, opt-out, send windows, and human review rules that fit the workspace.

Clean customer context, not connector noise

Managers see the customer, job, workflow, and next step through normalized facts, snapshots, audit history, and sanitized records.