Skip to main content
QuoteFollow

For electrical contractors

Electrician quote follow-up software for estimates the customer is comparing

You surveyed the house, priced the consumer unit upgrade properly and explained the certification. Now the customer has three quotes and no deadline. QuoteFollow tracks each electrical estimate after the site visit and reminds you when to get back in touch.

Start your 14-day free trialSee the workflow

14-day free trial with every feature · No credit card required · $15 USD a month after

Quote Q-1187Viewed

Marcus Reid

Home EV charger installation

  • 7kW tethered EV charger, supplied£640
  • Dedicated circuit and installation£420
  • Testing and certification£90
Total£1,150

Follow-up due Monday

Repeat work: Periodic inspection reminder

Example quote in QuoteFollow, with sample data.

QuoteFollow for electricians, in short

QuoteFollow is quote follow-up software for small electrical businesses. Electricians use it to send itemised estimates, see when a customer opens them, follow up after site visits, record acceptance, schedule the work, invoice from the quote and plan periodic inspections.

Workflow
Quote → follow-up → accepted → scheduled → completed → invoice → repeat work
Price
$15 USD a month, one plan with every feature
Free trial
14 days with full access, no credit card required

Where electrical quotes get lost

Electrical work is often quoted after a site visit, and the visit itself takes time you are not paid for. When the follow-up slips, that time is wasted.

  • Customers collect several quotes

    For a rewire or an EV charger, homeowners commonly ask more than one electrician. The quote that is explained and followed up stands out more than the cheapest one.

  • Follow-up after the site visit is forgotten

    You measure up, talk through options and promise a price. The quote goes out late in the evening, and nobody remembers to check whether it arrived or made sense.

  • Scope questions stall the decision

    Customers are unsure what a consumer unit change involves or why testing is priced separately. Without a conversation, an unanswered question becomes a silent no.

  • Small jobs and big jobs compete for attention

    A day of socket moves and light fittings leaves little room to chase the larger rewire quote that would fill next month.

Common questions, answered first

The customer is comparing electrical quotes. How should I follow up?

Follow up to help them compare like with like rather than to repeat your price. Point out what your quote includes, such as testing, certification, making good and removal of old equipment, and offer to answer questions about the work.

QuoteFollow shows when the customer has opened your quote, so you can time that conversation, and reminds you on the follow-up date you set.

When should I follow up after an electrical site visit?

Send the quote while the visit is fresh, ideally within a day or two, and set a follow-up for a few days after that. If the work depends on another trade or a kitchen fitter, a later follow-up date that matches their timeline is better than an early one.

How do I keep track of electrical estimates I’ve sent?

Keep every estimate in one place with its status and next follow-up date. In QuoteFollow, the quotes list and dashboard show what is pending, what has been viewed, what is accepted and which follow-ups are due today.

From EV charger survey to a booked installation

An example of an electrical job from the site visit to the invoice, and the inspection after it.

Quote → Follow-up → Accepted → Scheduled → Completed → Invoice → Repeat work

  1. Quote

    After the survey, you send a 7kW home EV charger quote with the charger, the dedicated circuit, the earthing work and certification listed separately.

  2. Follow-up

    The customer opens it twice and goes quiet. Your follow-up date comes round and you call to explain the earthing line.

  3. Accepted

    The customer accepts on the quote link, and the job is waiting to be booked.

  4. Scheduled

    You book the installation for the following Friday morning.

  5. Completed

    You install, test and hand over the certificate, then mark the job completed.

  6. Invoice

    You create the invoice from the quote and send it the same afternoon.

  7. Repeat work

    For a landlord customer, you add a repeat schedule for the periodic inspection so you are reminded before it is due.

What each part of QuoteFollow does for electricians

Professional quotes
Separate equipment, labour, testing and certification so customers comparing several electricians can see exactly what you are offering. Save common items such as a consumer unit change or downlight installation.
Follow-up reminders
Set a follow-up date when you send the estimate after a site visit, and get an email when it is due, even if the week fills with small jobs.
Automatic customer follow-up (optional)
Optionally, QuoteFollow sends the customer one polite message on the follow-up date you set for it (or three days after you email the quote) with the link to your quote. It is off unless you turn it on, and can be switched off per quote.
Quote status
Know whether a rewire quote was opened, accepted, declined or has expired. A viewed but unanswered quote is your cue to offer an explanation, not a discount.
Customer acceptance
The customer accepts or declines from the quote link. You do not need to chase a written confirmation by text.
Job scheduling
Accepted work becomes a job: contact the customer, book the date and time, mark it completed. Larger jobs no longer wait in your inbox.
Invoices from the quote
Turn the accepted quote into an invoice with the same lines, change anything that differed on the day, and send it by email or as a PDF.
Repeat work reminders
Remember periodic inspections, landlord certificates or annual checks with repeat schedules. You are reminded before each one; QuoteFollow does not message the customer.

Who QuoteFollow is for, and who it is not

QuoteFollow is built for small service businesses that quote before they work. It is not an enterprise field-service system: there is no dispatch optimisation, fleet management, payroll or complex workforce management.

A good fit

  • Self-employed electricians and small electrical contracting firms
  • Businesses that quote after site visits for rewires, consumer units, EV chargers and lighting
  • Electricians who want a clear record of what was quoted, accepted and invoiced

Probably not the right tool

  • Contractors that need tendering, project costing or stage payments for commercial builds
  • Firms that need engineer dispatch, GPS tracking or timesheets
  • Businesses looking for certificate-generation software; QuoteFollow does not produce test certificates

Electricians: frequently asked questions

How long should I wait before following up on an electrical estimate?
A few days is a sensible default for most domestic work. For jobs that depend on other trades or a renovation timeline, set the follow-up date to match when the customer expects to decide.
Does QuoteFollow show whether a customer opened my quote?
Yes. The status changes to Viewed when the customer opens the secure quote link, so you know whether a quiet customer has actually read it.
Can I list testing and certification separately on a quote?
Yes. Quotes have as many line items as you need, each with a description, quantity, unit and price, plus an optional discount and tax rate.
Can QuoteFollow produce electrical installation certificates?
No. QuoteFollow handles quotes, follow-ups, jobs, invoices and repeat work. Use your certification software for test results and certificates.
Can I schedule an accepted electrical job?
Yes. An accepted quote becomes a job that you can book for a date and time and mark completed, then invoice.
How do I remember periodic inspections for landlords?
Add a repeat schedule to the customer, for example every five years or at a custom interval, and QuoteFollow reminds your business before it is due.

More from QuoteFollow

Make the follow-up after every site visit part of the job

Send your next rewire, consumer unit or EV charger estimate with a follow-up date already set.

Start your 14-day free trial

No credit card required. $15 USD a month after the trial.