Quote and estimate follow-up
Stop losing jobs to quotes nobody followed up.
A quote sent on Monday is cooling by Thursday, and most go quiet because nobody asks again. We help your quotes go out faster and follow up on a set rhythm, so the customer gets a nudge, a question answered or a reason to decide.
What you get
What we set up for you.
Quotes out faster
Templates and saved prices so a quote takes minutes, not an evening.
Follow-up on a rhythm
Reminders go out on a schedule you approve, until the answer is a yes or a no.
See what is open
One list of every open quote, its value and when it was last followed up.
Know why you lose
A simple note on lost quotes, so you can see the pattern.
Is it a fit
Who this is for.
Not sure which side you are on? Ask, and we will tell you straight.
A good fit
- Trades, contractors and service firms that quote before they win work.
- Owners who write quotes at night and never get to the follow-up.
Not the right fit
- Businesses that sell at a fixed price with no quote step.
How it works
Priced to your scope, agreed in writing.
You get a written quote with a fixed price before any work starts. You own everything we build.
- 1
We look at your open quotes
How long a quote takes, how many are still open, and who follows up today.
- 2
We speed up the quotes
Templates and saved prices, so a quote takes minutes instead of an evening.
- 3
We set the follow-up
Reminders on a schedule you approve, one list of open quotes, and a note on every lost one.
Keep reading
Common questions
Questions owners ask about quote and estimate follow-up.
How much does it cost?
It is priced to your scope. After a short conversation we send a written quote with a fixed price, so you know the cost before any work starts. Any ongoing software fees are set out up front.
Does this work with my quoting software?
Usually it can work around what you use now. We check your software's options first and only add tools where needed.
Tell us what you want fixed.
A short conversation is enough to see whether this is worth doing for your business. You get a straight answer from the person who would do the work.