Quote reminders — do not lose jobs because you forgot to chase
You are not bad at sales. You are on the tools all day. Quote went out Tuesday; you meant to nudge Friday; customer booked someone else Saturday. Quote reminders nudge you — and optionally the customer — so open quotes and callbacks do not die in a busy diary. Works with follow-ups in the quote builder. Built by a tradesman. Part of the Pro Quoter quote builder — enquiry, measure, quote, job and invoice in one thread.
Memory is not a CRM
Twelve open quotes. Three need revising. One asked a question on WhatsApp you forgot to answer. Revenue leaks in small forgettings.
Example: kitchen quote £8k. Reminder Friday. Customer says ‘yes, send deposit details’. Job won because you remembered — not because you dropped price.
- Open quotes with no chase date
- Callbacks lost after long day
- Deposit never requested
- Competitor follows up first
Reminders in the quote flow
- 1
Quote sent
Mark sent in quote builder — clock starts.
- 2
Set reminder
Chase in 2 days — or before customer’s deadline.
- 3
Nudge yourself
See outstanding quotes in hub — not mental list.
- 4
Send follow-up
Use quote follow-ups — message while reminder is hot.
- 5
Book or close
Won → diary. Lost → record and move on.
Simple discipline, more wins
Fewer cold quotes
Chase while customer is still shopping.
Deposit prompts
Remind yourself to take deposit on approval.
Works with job management
Quote reminder → booked job → invoice.
Not nagging customers
Remind you to act — tone stays professional.
Outstanding quotes visible
FAQ
- Customer gets spammed?
- Reminders are primarily for you to chase properly — you choose if and when customer gets another message.
- How is this different from follow-ups?
- Reminders prompt action; follow-ups are the message. Use both — reminder says ‘chase Smith bathroom’, follow-up sends the text.
- Many quotes out at once?
- See what is open — prioritise by value or age. Built for busy weeks, not perfect memory.