Skip to main content
Made 4 Tradies

#5 most asked· 3× cited on Reddit· Quoting & sales follow-up

Auto follow-up on unaccepted quotes

Scheduled SMS + email sequence that nudges the customer 2/4/7 days after a quote goes out if they haven't accepted or replied.

By Daniel Hall · Automation builder at Made 4 Tradies

Scheduled SMS + email sequence that nudges the customer 2/4/7 days after a quote goes out if they haven't accepted or replied.

Why it matters: Tradies admit they forget to chase, and most of their close rate sits in the follow-up that never went out.

How it works

Trigger → actions → outcome

  1. 1

    Trigger

    Scheduled SMS + email sequence that nudges the customer 2/4/7 days after a quote goes out if they haven't accepted or replied. The workflow watches your quote or enquiry record in your job app.

  2. 2

    Action 1

    The system logs the event against the customer and starts the "Auto follow-up on unaccepted quotes" sequence with your branding.

  3. 3

    Action 2

    SMS and email go out on your schedule (same day, +2 days, +7 days) until the customer accepts, replies, or opts out.

  4. 4

    Outcome

    Tradies admit they forget to chase, and most of their close rate sits in the follow-up that never went out. You see accept/view events on your phone instead of guessing who went cold.

Typical integrations

We wire this to the tools you already use. Common stacks for quoting & sales follow-up automations:

  • ServiceM8
  • Tradify
  • AroFlo
  • Xero
  • Stripe

The evidence

3 verified Reddit threads

Every quote is traceable to a real Reddit thread. Click any source to read the original tradies asking for this.

  • r/sales

    'Best way to follow up (automation?) on quotations' — pro-services firm with 15–30 custom quotes/day seeking free automation.

  • r/estimators

    'Keep track of quotes / follow ups?' — tiling company managing ~4 weekly quotes.

  • r/SaaS

    Builder pitch: 'Web App to Automate Payment and Quote Follow-Ups Using AI.'

Common questions

About this automation

What does the "Auto follow-up on unaccepted quotes" automation actually do?
Scheduled SMS + email sequence that nudges the customer 2/4/7 days after a quote goes out if they haven't accepted or replied.
Why would a tradie business want this?
Tradies admit they forget to chase, and most of their close rate sits in the follow-up that never went out.
How do you know tradies actually want this one?
3 verified Reddit threads from trade-owner subreddits cite this exact workflow — listed in the evidence section below. It's not a guess; tradies asked.
Which tools does it work with?
It plugs into the job-management, accounting and messaging stack you already run — ServiceM8, Tradify, AroFlo, simPRO, Fergus, Xero, MYOB, QuickBooks, Twilio, ClickSend and the standard SMS / email rails. We confirm the exact integration in the scoping call so nothing breaks your existing flow.
How long does it take to build?
Usually 5-10 business days from sign-off, depending on which tools you're already on. We scope it on a 20-minute call, build it, test it end-to-end with you watching, then it's live. You own the configuration outright — no platform lock-in.
What does it cost?
Pricing depends on the integration count and any custom logic — most single automations land between $400 and $1,500 one-off, with no ongoing fees. We quote in writing before any build starts. See the pricing page for site-build tiers; automations are scoped separately.

Want this in your business?

Tell us a bit about your setup and we'll come back with a quote and a build plan. Usually within 24 hours.

Get this built →

Built only after a scoping chat. No surprise invoices.