QuoteFollowUpWorkspace

QuoteFollowUp

Quote follow-up software for trades and service businesses

Track every quote, follow up on time, and turn more estimates into booked work with a simple system built for small service teams.

What it gives you

A real quote pipeline

Not just a list of names and reminders buried in messages.

Best for

Trades & service firms

Plumbing, electrical, cleaning, property, fit-out, and similar teams.

Core workflow

  • Track sent quotes and their next follow-up date
  • See overdue and due-today quotes instantly
  • Keep your pipeline moving without guesswork

What we offer

A focused quote follow-up system for businesses that want better follow-through and more booked work.

QuoteFollowUp is built for operators who send estimates regularly but still lose jobs because follow-up is inconsistent, invisible, or left too late.

Track every quote in one place

See quote value, status, contact details, sent date, and next follow-up without juggling spreadsheets, inboxes, and memory.

Know exactly who to chase today

The daily chase list shows which quotes need attention now, with message prompts ready so your team can act quickly.

Turn more estimates into booked work

Build a repeatable follow-up process for your trade or service business without paying for a bloated CRM you do not need.

Product demo

See what the workspace can look like before you create yours.

Explore the product layout, see how quote statuses stand out, and get a clear feel for how the workspace is designed to work day to day.

Demo workspace

How the product looks in use

A clean quote pipeline, readable status colours, and a chase list that is easy to scan at a glance.

Open pipeline

£3,380

Quotes still in play

Due today

2

Quotes needing action now

Won revenue

£1,450

Closed business so far

Pipeline

Sample quote table

ClientQuoteValueStatusNext follow-up
Jones Property LetsBoiler replacement quote£2,400Sent20 Mar
Reed ElectricalConsumer unit upgrade£980Follow-up dueToday
Walker HomesKitchen repaint and touch-ups£1,450Won

Today’s chase list

Clean and easy to scan

Reed Electrical

Consumer unit upgrade · £980

Due today — send a quick nudge to keep the job moving.

Jones Property Lets

Boiler replacement quote · £2,400

Follow-up due tomorrow — check they received the quote and answer any questions.

Get started

Explore the demo first, then create a clean workspace for your own business.

Public visitors can review the demo preview before creating an account. After signup, your workspace starts empty so your real data stays separate.