Guide · 4 min · 15 September 2026
How to follow up on a quote and win the job
A sent quote is not a won quote. The job is often decided in the days after, and the tradesperson who follows up wins more often. Here is how to do it without being pushy.
You send the quote and hear nothing. That rarely means no - it usually means the customer has not got round to replying. The one who follows up at the right moment lands jobs that would otherwise have slipped away into silence.
Timing is everything
Follow up while the quote is warm - typically a couple of days after you sent it. Too early looks desperate, too late and the job has gone to someone else. The best signal is whether the customer has opened the quote: if they have read it and not replied, a friendly follow-up is entirely in place.
See when the customer opens it
If you send the quote as a share link, you can see when the customer opens and reads it. Then you are not guessing - you call when you know they have had it open, and the conversation feels natural: is there anything I can clarify in what you looked at?
Make follow-up a habit
- Set a fixed day to follow up on the week's sent quotes
- Ask about something concrete in the quote rather than just whether they have seen it
- Offer to adjust rather than push - a quick Recalculate can close the deal
Frequently asked questions
- When should I follow up on a quote?
- Typically a couple of days after sending, while the job is still current. If you have a share link, you can see when the customer has opened the quote and time the follow-up accordingly.
- Can I see whether the customer has opened the quote?
- Yes. If you send the quote as a share link, you are notified when the customer opens and reads it, so you follow up at the right moment.
- What do I do if the customer wants something changed?
- Edit it with Recalculate - you adjust only the affected lines and send an updated version straight away, without starting over.
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