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Quote follow-up templates

Quote Follow-Up Templates for Tradespeople: Text, Email and Phone

By MMD Solutions Ltd · Published · 3 min read

A useful quote follow-up makes it easy for the customer to respond. Mention the job, offer a clear next step and leave room for them to say their plans have changed.

Quote Follow-Up Templates for Tradespeople: Text, Email and Phone
Quote Follow-Up Templates for Tradespeople: Text, Email and Phone

Check the quote before chasing it

Confirm that the quote was sent to the right person, that its attachments open and that the customer has had the time you agreed to review it. Check whether anyone else in the business has already spoken to them. A second chase after a customer has accepted or declined makes the team look disconnected.

There is no single best number of days for every trade. Use an agreed review date where you have one. For a larger job, a customer may need time to compare scope or arrange access; for a small repair, a short clarification may be enough.

A short quote follow-up text

Hi [name], it’s [your name] from [business]. Just checking you received the quote for [job] sent on [date]. Is there anything you’d like me to clarify? You can reply here or let me know a good time to call. Thanks.

Replace the brackets and check the job description before sending. If the quote has a genuine expiry date, state it plainly. Avoid adding artificial deadlines or suggesting a booking has been held when it has not.

An email when the details need more space

Subject: Your [job] quote — any questions?

Hi [name],
I’m following up the quote we sent on [date] for [short scope]. If you’d like to talk through the work or anything we have excluded, I’m happy to help.
Would you prefer a quick call, or is email easier?
Thanks,
[name and business]

Link or reattach the correct version of the quote. If the scope has changed, agree a revised quote rather than quietly changing a price in a follow-up message. Keep the customer’s reply attached to the same enquiry so the next person has the context.

A phone opener that gives the customer room

Hi [name], it’s [your name] from [business]. Is now a convenient time? I’m calling about the quote for [job]. I wanted to check it reached you and see whether there’s anything you need explained.

Listen before discussing availability. “I need to speak to my landlord” is a different next step from “I’ve chosen another contractor”. Record the reason and agree a date if another call is useful. If nobody answers, use a brief voicemail or a single appropriate message rather than repeated calls across several channels.

A final check before closing the enquiry

Hi [name], just a final check on the [job] quote. If your plans have changed, that’s absolutely fine. I’ll close the follow-up for now; you’re welcome to get back in touch if you’d like us to revisit it.

Closing a follow-up does not have to delete the quote or customer history. Record the outcome and stop the chase. Do not turn a quote conversation into an unrelated marketing sequence without checking the applicable rules and preferences.

Give each quote one next action

Track the quote reference, owner, last contact, promised next contact and outcome. Jobber documents native quote follow-up automations; if your software already handles a reminder, account for it before adding another. We build follow-up around your existing CRM or job-management process, including stopping rules when a customer replies.

Use the free callback tracker for a simple starting point, or read how we connect enquiries to Tradify.

Sources and review

Reviewed 17 October 2026. Jobber: automations · ICO: service messages and direct marketing.

The examples and checklists are written by MMD Solutions. Adapt the wording and working hours to your own business.

Plan the human follow-up too: use the free callback checklist and customer reply templates.

See the process in context: three illustrative trade admin workflows, from enquiry to invoice.

Before sending the next quote, check its job profit, including your labour and admin time.

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