Ellie - Estimate Closer

Ellie follows up on open estimates and nudges undecided customers toward a yes.

What Ellie does. Ellie reaches out on quotes and estimates that haven't been booked, answers questions, and offers to lock in the work while the estimate is still good. Booked work updates in ServiceTitan.

How Ellie talks. Helpful and low-pressure — a useful nudge, not a hard sell.

What Ellie can do. Follow up on open estimates, answer routine questions about the quoted work, and book the job when the customer is ready.

What Ellie can't do. Ellie won't change pricing or the scope of an estimate, won't negotiate, and won't invent terms. Estimate changes and disputes go to a human.

When Ellie hands off. Pricing pushback, scope changes, or complaints route to your team. Escalation path is set per account. For how escalation works and how to reach a person, see Escalation Failure.

Customizable vs. fixed. Set per account: follow-up timing and frequency, message wording, and suppression — customers can be excluded from Ellie's outreach (the "no ellie" opt-out). Fixed: she stays in the estimate-follow-up workflow and won't alter quoted pricing or scope.