Follow up quote requests

Before and after

Someone sends a postcode and a job description through the website. The message sits in an inbox until a tradesperson remembers to copy it into the quote list.

A short form collects the agreed details, acknowledges receipt and creates an enquiry the assigned person can follow up. The team can see requests still waiting for a call.

A worked example

A homeowner requests a replacement radiator. The form captures the postcode, work requested and callback preference. The office gets a notification and a reminder if the request is still open.

What you receive

• One quote enquiry form and agreed field list
• An acknowledgement, owner notification and reminder rule
• A view of unanswered requests and a handover showing how to edit the wording

Where your team stays involved

Your estimator checks the work, decides whether to quote and agrees the price and visit with the customer.

The starter uses one form and one existing customer system with a supported connection. It does not calculate a quote or book a tradesperson.

Starting the conversation

Tell us where quote requests arrive and who should make the first call. A fictitious request is enough to start.