# Quote Follow-Up That Keeps Going Until the Customer Answers > Quote follow up automation for trade businesses. Scheduled email and SMS follow-ups that stop when the customer replies, with replies sent to the right person. Canonical page (authoritative, may be newer than this text): https://www.ential.com/quote-follow-up-automation --- 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 Learn more See it on a real job Works with the tools you already run S ServiceM8 T Tradify s simPRO J Jobber F Fergus A AroFlo G Gmail O Outlook 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](/industries/roofers) [Painters](/industries/painters) [Builders](/industries/builders) [Plumbers](/industries/plumbers) [Electricians](/industries/electricians) [Pool Care Businesses](/industries/pool-care) [Cleaning Services](/industries/cleaning-services) [Pest Control Businesses](/industries/pest-control) [Carpenters](/industries/carpenters) [Handyman Services](/industries/handyman-services) [Mechanics](/industries/mechanics) [Fencing Contractors](/industries/fencing) [Landscapers](/industries/landscaping) [Air Conditioning Businesses](/industries/air-conditioning) [Solar Panel Installers](/industries/solar-panel-installers) [Lawn and Garden Care](/industries/lawn-and-garden-care) [Pressure Cleaning Businesses](/industries/pressure-cleaning) [Window Cleaning Businesses](/industries/window-cleaning) [Carpet Cleaning Businesses](/industries/carpet-cleaning) [Asbestos Removal Businesses](/industries/asbestos-removal) [Renovation Businesses](/industries/renovations) [Tiling Businesses](/industries/tilers) [Concreting Businesses](/industries/concreters) [Skip Bin Businesses](/industries/skip-bins) [Earthmoving Contractors](/industries/earthmoving) [Locksmiths](/industries/locksmiths) [Glaziers](/industries/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 [AI ReceptionistEntial sets up an AI receptionist for trade businesses across Australia.](/ai-receptionist-for-tradies) [AI QuotingTalk the job through as you leave site and a draft quote comes back to your phone to check.](/ai-quoting-for-tradies) [Job SchedulingRain on Thursday means outdoor jobs to move, customers to tell and a crew to reshuffle before 7 am.](/job-scheduling-automation) [Owner ReportingYou shouldn't need to log into 3 systems on a Sunday night to know how the week went.](/trade-business-reporting) ## 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 First name Last name Email Mobile Business name What software do you use in the business? Pick all that apply. ServiceM8 Tradify simPRO Jobber Fergus AroFlo Gmail Outlook Buildxact Xero MYOB QuickBooks Google Calendar Spreadsheets or paper Something else Which AI tools have you used? Pick all that apply. ChatGPT Claude Gemini Microsoft Copilot Grok Perplexity None yet How are you using AI in the business today? Not yet Trying it for myself Using it for a few tasks Built into how we work What would you hand over first? 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