Feature

Follow up on every quote, without the awkward phone call

You send quotes and hear nothing back. Tradechase follows each one up for you, by email and SMS, so jobs stop slipping away.

How it works

  1. Log the quote you sent Customer, amount, what it was for, date. Takes about 20 seconds. You can log a quote you sent anywhere (Tradify, an accounting tool, WhatsApp, paper) or create a simple one in Tradechase.
  2. Tradechase follows it up If the customer goes quiet, it sends a follow-up after a delay you set. For example 2 days, then 7. By email and SMS. You choose the wording or use a template.
  3. You win more of the work you quoted Because the follow-up actually happens. Most customers are not saying no. They are comparing quotes, or they forgot. One nudge is often all it takes.

You stay in control

Set the schedule once. Turn any follow-up off. Nothing sends that you didn't set up. Emails go from your own Gmail or Outlook address, so replies land in your inbox like any other message.

No awkward calls. The follow-up is a short, friendly message in your name. Not sure what to write? Start from our free follow-up templates.

Works alongside whatever you quote in

Tradechase doesn't connect to your quoting or accounting software, and that's deliberate. You keep quoting wherever you already quote. You log the key details in Tradechase by hand, in about 20 seconds, and Tradechase handles the chasing. Nothing to set up, nothing to break. See how it fits with Tradify.

The follow-up doesn't stop when you win the job

Winning the quote is the first follow-up. Tradechase also lines up the payment reminder when the invoice is due (you send it with one tap, it never sends itself), asks happy customers for a Google review after the job, and books a reminder for next year's service. One app, all the follow-ups.

Common questions

How soon should I follow up after sending a quote?

Check in within 24 to 48 hours to make sure the quote arrived, then again after about a week if you have heard nothing. Most tradespeople never send either message, which is why following up wins work. See our guide on how to follow up on a quote.

Will Tradechase message customers without me setting it up?

No. You set the schedule and the wording, and you can turn any follow-up off. Nothing sends that you did not set up.

Can I follow up on a quote I built in another app?

Yes. Log the customer, amount and date in about 20 seconds and Tradechase takes it from there. It does not connect to other apps; you enter the details yourself.

Does it follow up by text as well as email?

Yes. Follow-ups go by email, sent from your own address so replies come straight to you, and by SMS. Both are live.

Keep reading

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