#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
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
Action 1
The system logs the event against the customer and starts the "Auto follow-up on unaccepted quotes" sequence with your branding.
- 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
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.
Related
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'Quote viewed' notification to you
You get a ping the moment the customer opens the quote so you can ring while it's top of mind.
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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.
