Keep your quotes moving.
See which quotes need sending, which customers need a follow-up and what’s ready to become a job. We set up stages and follow-ups around the way you work.
Included with your CRM at every level.
Example plumbing enquiries
- Quote to prepare
Hot water replacement
Next: Prepare and send the quote
- Awaiting a reply
Bathroom renovation
Next: Follow up with the customer
- Accepted
Outdoor tap installation
Next: Arrange the job
Keep the stages up to date as each enquiry moves along.
Know which quotes
need your attention.
We set up stages that match your process, from preparing a quote to waiting for a reply and arranging the work.
See the full CRMSee what needs quoting
Keep the enquiry and customer details together, with a clear stage for quotes you still need to prepare.
Follow up after sending
We agree the wording and timing of follow-ups, and when they should pause or stop.
Record the outcome
Keep the status up to date when a quote is accepted or declined, so your team knows what happens next.
Keep the tools
you already use.
Quotes, job records and invoices can stay in your existing software. We agree where each part belongs and how the details get from the enquiry to the job.
See job management integrationsConnections are checked, scoped and priced separately.
Where do I create the quote?
We agree the quoting tool during setup. If you already quote from your job software, you can keep doing that while the CRM tracks the enquiry and follow-up.
Who updates the quote status?
Your team can update the stage when a quote is sent, accepted or declined. We agree any automatic changes during setup. Updates from another system depend on the connection we’ve checked and scoped.
When do follow-ups stop?
We agree the timing and stop conditions with you, including replies and accepted or declined quotes. Those rules depend on the information reaching the CRM, so we also show you how to stop a follow-up manually.
Are payment processing fees included?
Third-party payment and software charges are separate. We identify the providers and applicable charges before enabling a payment workflow.