Admin service
Quote preparation and follow-up
We prepare quotes from your approved pricing and scope, issue them on your behalf and follow up outstanding decisions — so quotes don't get sent and forgotten.
Who this suits
For tradies whose quotes stall after sending
Sending a quote is only half the job. The other half is following up — and that's what slips when you're flat out on site. We prepare quotes from pricing and scope you've approved, issue them, and chase the decisions that are still outstanding.
What's included
- Preparation of quotes from your approved pricing and scope.
- Issuing approved quotes to the customer.
- Follow-up of outstanding quote decisions.
- Reporting on which quotes are still pending.
What you supply
To work effectively within your systems, we'll need agreed access and information.
- Approved pricing and scope for each job type
- Your preferred quote format or template
- Agreed follow-up timing (e.g. 3 days, then 7 days)
Illustrative example
An electrician approves pricing for a switchboard upgrade. We prepare the quote from that pricing, send it to the customer, and follow up twice over the next week — flagging back to you when the customer asks a question only you can answer.
What's included
- Prepare quotes from approved pricing and scope
- Issue approved quotes to customers
- Follow up outstanding decisions
- Report pending quotes each week
Boundaries & exclusions
- Setting prices or scope without your approval
- Technical assessments or site inspections
- Guaranteeing a quote will be accepted
- Negotiating price changes without your sign-off
FAQs
Questions about quote follow-up
Do you decide the pricing on quotes?+
How often do you follow up?+
Can you prepare quotes for technical trade jobs automatically?+
Stop quotes from going cold
Book a discovery call to set up quote preparation and follow-up.