Keep the quote moving after you send it.
Quote follow-up automation for builders and contractors. Bring unanswered quotes forward, prepare relevant emails and keep the next action with the right person.
Get In TouchHarbour fitout
Quote Q-2418 · $184,000 · 12 days unanswered
Review the follow-up before it goes out.
An unanswered quote appears with its conversation and a prepared email. The estimator reviews it and approves the next step.
Start with the quotes that need attention.
See ageing quotes by owner and last contact. A large open quote is useful context, not a reason to ignore smaller jobs.
- Separate unanswered quotes from active conversations.
- Give each opportunity a named next action.
Quotes needing attention
Estimating team • This week
A reply changes what happens next.
When the customer asks for a revision, pause the follow-up sequence. Put their request in front of the estimator instead of sending another reminder.
- Keep the reply beside the original quote.
- Stop reminders on a reply, won/lost status or manual pause.
Customer conversation
Q-2621 • Bathroom renovation
Agree a sequence your team would actually use.
Set the timing, owner and approval points for each type of quote. A tender and a small residential job do not need the same follow-up.
- Preview reminders before enabling a rule.
- Exclude closed quotes and customers who have replied.
Residential quote follow-up
Draft rule • Not enabled
- Day 3First check-in
Prepare email
- Day 7Still unanswered
Estimator task
- Day 14Needs decision
Manager review
Start with the tools you already use.
Your quoting system, approved Outlook mailboxes and task list. We check native follow-up features first, then connect what is missing.
What we check before building
Quote identifiers, customer contacts, status and sent dates. Mailbox access and agreed sending, reply and stop rules.
These are illustrative workflows, not a ready-made platform or live client results. We agree the supported connections, approval points and acceptance tests before implementation.
Find where your business loses time and money.
Talk us through your tools and where work gets held up. We’ll talk through what you need and the next step.
Questions about delivery
Can you automate quote follow-up without replacing our quoting software?
Often, the first step is configuring features already in your quoting tool. Where needed, we connect quote status, mailbox replies and tasks after checking API access and permissions.
Will follow-ups stop when a customer replies?
We design explicit stop conditions for replies, won/lost quotes and manual pauses. These are tested with your mailboxes and quote records before sending is enabled.
Can an estimator approve every email?
Yes. Follow-ups can be prepared for approval. Any automatic sending requires separately agreed rules, permissions and tests.
Can different teams use different timings?
Yes. Sequences can vary by job type, team or region, with an owner and an escalation step.
Does this send SMS as well?
The examples show email. SMS needs an approved messaging service, consent rules and separate scope; it is not assumed.
What information do you need first?
A sample quote, its customer conversation, status history and the rules your team wants to follow. We verify the available fields before agreeing the workflow.