Local Service Quote Follow-Up System

Many local businesses send estimates but do not have a reliable follow-up system. That creates preventable lost revenue.

Track quote sent date

Every estimate should have a sent date and a follow-up date. Without both, the quote is easy to forget.

A simple follow-up message can ask whether the customer has questions, wants to adjust scope, or is ready to schedule.

Track how many quotes become booked jobs. This reveals whether the issue is lead quality, pricing, speed, or follow-up.