Job Management Guide

Automated Quote Follow-Ups for Tradies

Send a quote, then forget about it. QuoteMate chases the customer for you so the ones that ghosted you actually come back.

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The single biggest reason tradies lose work isn't price — it's silence. A customer who liked the quote but didn't reply on Monday is busy on Tuesday, distracted on Wednesday, and quoting two competitors by Friday. A polite follow-up at the right time, with the same payment link they had the first time, recovers a quote that would otherwise be dead. QuoteMate runs the follow-up cadence automatically so you never have to remember.

Why most quotes that lose actually just go cold

Industry data on residential trade quotes is consistent: the customer's first 'yes' usually happens within 72 hours, but a meaningful share of accepted quotes are accepted in week two or three after a single follow-up nudge. The customer wasn't ignoring you. They were waiting on their partner, weighing a competing quote, or just busy. The tradie who sends one well-timed reminder converts a chunk of those quotes that would otherwise stay 'pending' forever. The tradie who manually remembers to chase converts none of them, because the chase always slips.

The follow-up cadence QuoteMate uses

By default, QuoteMate sends a polite follow-up email at day 3 if the quote hasn't been accepted, then a firmer (but still friendly) one at day 7, and a final one at day 14. Each one references the quote number, the price, and the same one-tap accept-and-pay link the customer had originally. You can edit the cadence, the templates, or turn it off for specific quotes (e.g., for a regular commercial customer where you don't want to nudge). The Pro plan also supports SMS follow-ups using your business name as the sender.

When to turn follow-ups off

Two cases. First, repeat customers who'd find it weird to get an automated chase — pin the quote to manual mode in the actions sheet. Second, quotes where the customer specifically asked for time (a builder waiting on engineering, a renovation customer waiting on council approval) — push the first follow-up date out to the date the customer flagged. QuoteMate also auto-suppresses follow-ups the moment the customer opens the quote and replies, so a polite 'we're thinking about it' email kills the rest of the sequence automatically.

Frequently Asked Questions

Not at the default cadence (day 3, 7, 14). The templates are written in plain tradie English with the actual price and a payment link — most customers find them helpful because they'd forgotten. If a customer replies, the sequence stops automatically.

Yes. Templates are editable in Settings → Notifications, and you can keep your own tone — short and direct, or longer and more conversational.

On the Pro plan, yes. SMS follow-ups send from your business name and have a much higher open rate than email — most tradies use email for the day-3 nudge and switch to SMS at day 7.

Open the quote, tap the actions sheet, and toggle follow-ups off. You can also push the first follow-up date out to a custom date if the customer asked for time.

Yes. Tradies using the default cadence typically see meaningful uplift in quote conversion rate, especially on residential work — the same quotes still convert, they just convert sooner and more of them stop sitting in 'pending' forever.