Quote Follow-Up That Keeps Going Until the Customer Answers
A quote with no reply can still turn into a job. Ential sets up quote follow up that runs on the schedule you choose, sends the email or text you'd write yourself and stops as soon as the customer replies or accepts. Nobody has to remember to follow up on a quote.
- Follow-ups go out on the days and channels you set
- Replies and questions go to whoever quoted the job
- Stops automatically when the customer replies or accepts
Works with the tools you already run
- SServiceM8
- TTradify
- ssimPRO
- JJobber
- FFergus
- AAroFlo
- GGmail
- OOutlook
1Comes in
Lisa · reply to quote follow-up
SMS · Thu 4:15 pm
Thanks for the reminder. We're keen but can you do it before Christmas? Also does the quote include taking away the old fence?
2AI prepares it
- Follow-ups
- Paused. Customer replied
- Question
- Can it be done before Christmas?
- Question
- Is removal of the old fence included?
- Quote says
- Removal not listed in inclusionsAsks you, doesn’t guess
- Routed to
- Jason, who quoted the job
3You approve it
Your AI assistant
Illustrative example. Yours is built on your rates, your wording and your approval points.
Quotes Go Quiet and Nobody Chases Them
You spend an hour on site and another writing the quote. Then the week fills up and the follow-up never happens.
Follow-Up Depends on Memory
Whether a quote gets chased comes down to who remembers. In a busy week, that is nobody.
Chasing Feels Awkward
Nobody wants to sound pushy, so the follow-up message gets put off until the customer has moved on.
Replies Land in the Wrong Inbox
The customer answers the office email, the estimator's mobile or the info address. Questions sit unanswered for days.
Lost Quotes Leave No Lesson
When a quote dies, nobody records why. You can't tell if it was price, timing or that nobody called back.
How Quote Follow-Up Runs in the Background
Step 1
Set the Schedule and the Wording
You choose when follow-ups go out, by email or SMS, and approve the wording. Different quote types can have different schedules.
Step 2
Follow Each Quote Until Someone Replies
Each quote is chased on that schedule from your business email or number. The sequence stops when the customer replies or accepts.
Step 3
Route Every Reply to the Right Person
Questions about price, scope or timing go to whoever quoted the job, with a suggested reply ready to edit.
Step 4
Book the Job or Log Why It Was Lost
Accepted quotes trigger the deposit request and create the job. Declined or expired quotes get a reason logged.
What Happens to Every Quote You Send
No Quote Goes Out Without a Follow-Up
Every quote sent from your job software is picked up and given a follow-up schedule, with no list for anyone to keep.
Follow-Ups Stop When the Customer Replies
As soon as a reply or an acceptance comes in, the sequence ends. Nobody gets a reminder after they have said yes.
Questions Reach Whoever Quoted the Job
Replies are matched to the right quote and passed to the estimator or owner with the full history.
Accepted Quotes Turn into Booked Jobs
The deposit request goes out and the job is created in your software, ready to schedule.
Every Lost Quote Has a Reason Logged
Declined quotes are tagged with the reason the customer gave, and expired quotes are marked as no reply, so you can see patterns over time.
Customers Hear from You in Your Own Words
Follow-ups use the wording you approved and come from your name and number, not a no-reply address.
Set Up for Your Trade
- Roofers
- Painters
- Builders
- Plumbers
- Electricians
- Pool Care Businesses
- Cleaning Services
- Pest Control Businesses
- Carpenters
- Handyman Services
- Mechanics
- Fencing Contractors
- Landscapers
- Air Conditioning Businesses
- Solar Panel Installers
- Lawn and Garden Care
- Pressure Cleaning Businesses
- Window Cleaning Businesses
- Carpet Cleaning Businesses
- Asbestos Removal Businesses
- Renovation Businesses
- Tiling Businesses
- Concreting Businesses
- Skip Bin Businesses
- Earthmoving Contractors
- Locksmiths
- Glaziers
Quote Follow-up FAQs
How do I follow up a quote without sounding pushy?
The answer to how to follow up a quote is mostly timing. Send the first message while the job is still fresh in the customer's mind. Keep it short, useful and on a schedule the customer would expect. A good follow-up checks the quote arrived, offers to answer questions and gives an easy way to say yes or no. We write the templates with you so they sound like your business.
What should a quote follow up email say?
It should name the job, remind the customer what the quote covers, invite questions and make the next step obvious. Later follow-ups can ask whether the timing or scope has changed. Every email and SMS names your business and includes an easy way to opt out. You approve every version before it is used.
Can I approve replies from my phone on site?
Yes. When a customer asks something, you get the question and a suggested reply on your phone. You can edit it, send it or ring the customer instead. Pricing and scope changes always wait for you.
What happens when a customer accepts?
The follow-up sequence stops, the deposit request goes out using the amount on the approved quote and the job is created in your job management software, ready to schedule.
Does it work with ServiceM8, simPRO, Jobber or Tradify?
Yes. We read quote status from ServiceM8, simPRO, Jobber and Tradify, and confirm the integration path for your account during the audit. The integration path for your account is confirmed during the audit, before we build anything.
More Jobs to Hand Over
You Approve Anything a Customer Sees
Tell us how the business runs today and we'll show you what to hand over first. These controls are agreed in writing before anything is switched on.
- You approve every follow-up template and schedule before it goes live
- Sequences stop automatically on a reply, an acceptance or a manual pause
- Replies about price, scope or variations go to a person and are never answered automatically
- Deposit requests use the amount on the approved quote, never a new figure
- Every message sent is logged against the quote in your job software