Every open estimate and treatment plan worked until it books or says no.
Quotes go out, go quiet, and become somebody else's job. Treatment plans get presented and never scheduled. Chasing lives in one person's memory, and that person is busiest exactly when it matters.
Inside one roofing company Surge counted 62 open estimates worth $769,596 with no follow-up task on any of them. That is the pile most businesses are carrying without a number on it.
- Every open opportunity has a number, an age, and an owner, and is worked on a schedule instead of remembered.
- The cadence stops the moment the customer replies, so nobody gets chased after they said yes.
- The owner sees the pile shrink by count and dollars each week.
Six steps, and a person on the controls at step five.
Every Surge workflow runs the same shape: something triggers it, it qualifies or processes, it updates your system, it talks to the customer in your voice, it hands anything uncertain to a person, and it measures what changed.
- Estimate follow-up by text and email over several weeks, stopping on reply
- Dental treatment-plan follow-up on an approved cadence, scheduled by a person
- Post-service check-in with a private path for problems
- Inactive-customer reactivation by last service date
- 01Trigger
An estimate or plan goes quiet
Sent, then no response for the number of days you set.
- 02Qualify or process
Check the rules
Is it still open, has the customer replied anywhere, is it flagged as a complaint?
- 03System update
Log the touch
Each message recorded on the record; the pile is aged and visible.
- 04Customer communication
Follow up in your voice
Approved text or email, spaced out, referencing the actual estimate or plan.
- 05Human escalation
Stop and hand off
Any reply goes to a person; the sequence stops; old items escalate to the owner.
- 06Measurement
Measure the pile
Open count, open dollars, average age, and outcomes by week.
- You approve the sequence before it turns on
- It stops the second the customer replies
- You can switch it off from your phone
- In a dental practice, all scheduling is done by the front desk, never by the system
- Dental practice-management integrations require technical validation; some installations lack usable APIs, and patient communication runs under the right agreements and controls
- Follow-up cannot fix a price that is wrong or a proposal that is unclear; it makes sure the customer sees it
- Results depend on estimate status being reliably set in the CRM
$2,000 to $5,000
One to two weeks for a single cadence
Estimate follow-up alone is a single automation. Follow-up plus pipeline reporting is a multi-tool build. Dental treatment-plan follow-up is scoped after stack validation.
Full pricing →- JobNimbus
- GoHighLevel
- Jobber
- HubSpot
- ServiceTitanvalidate first
- Open Dentalvalidate first
- Weavevalidate first
Workflows
Will it annoy my customers?
The cadence is spaced the way you would space it yourself, written in your voice, and it stops the moment anyone replies. You approve every message before it turns on.
Can it work with my dental practice-management system?
Sometimes directly, sometimes through a scheduled export, and sometimes not yet. Dentrix, Eaglesoft, Open Dental, and similar systems are validated per practice before anything is quoted, and patient communication is scoped with the right agreements and controls.
What did it do for the roofing company?
It put a number on the pile and started working it every day by software instead of memory. The case study says exactly what was measured and what was not, including that recovered revenue is not yet claimed.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.