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QuoteFollow

For plumbing businesses

Plumber quote follow-up software for the quotes that wait while you are under a sink

Emergency call-outs decide your day, and the bathroom refit you quoted on Monday is forgotten by Friday. QuoteFollow keeps every plumbing estimate on a list with a follow-up date, so the larger jobs you priced carefully are chased before they go cold.

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Quote Q-2041Viewed

Helen Carter

Combination boiler replacement

  • Combination boiler, supplied and fitted£2,150
  • Flue kit and magnetic system filter£285
  • System power flush£395
Total£2,830

Follow-up due Thursday

Repeat work: Annual boiler service

Example quote in QuoteFollow, with sample data.

QuoteFollow for plumbers, in short

QuoteFollow is quote follow-up software for small plumbing businesses. It helps plumbers keep estimates visible, follow up with customers, see when a quote is opened, track acceptance, schedule accepted work, create invoices from the quote and remember annual servicing.

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

Why plumbing estimates go cold

Most plumbers do not lose quoted work on price alone. They lose it because the follow-up never happened while the phone kept ringing with urgent jobs.

  • Emergency work pushes follow-ups aside

    A burst pipe or a blocked drain takes priority, and nobody gets back to the customer who asked for a new bathroom suite price last week.

  • Replacement quotes take customers longer to decide

    A boiler or hot water cylinder replacement is a large purchase. Customers wait for payday, ask a second plumber, or simply put it off until the old one fails.

  • “I’ll think about it” with no date attached

    The customer is interested but undecided. Without a reminder, the conversation ends there and the job goes to whoever calls back first.

  • Accepted work still needs a slot in the diary

    A yes by text or email is easy to lose between call-outs. The job only happens once someone books the date and orders the parts.

Common questions, answered first

A customer hasn’t replied to my plumbing estimate. What should I do?

Send one short, friendly follow-up a few days after the quote, ask whether they have had a chance to look, and offer to answer questions about parts or timing. For replacement work, mentioning when you could fit the job in often helps more than repeating the price.

In QuoteFollow, every quote has a follow-up date. You can see whether the customer has opened the quote link, and you get an email reminder on the day, so the chase happens even in a week of call-outs.

How do I keep track of plumbing quotes that haven’t been accepted?

Keep them in one list rather than in your sent emails and text messages, with a status for each: sent, viewed, accepted, declined or expired. QuoteFollow does this for you and shows which follow-ups are due today on the dashboard.

How do I remember annual boiler servicing for past customers?

Record the next service date when you finish the job, not when you remember it. In QuoteFollow, a completed job can start a yearly repeat schedule, and you are reminded before each service is due. QuoteFollow never contacts the customer itself; you decide when and how to get in touch.

From boiler replacement quote to next year’s service

An example of one plumbing job moving through QuoteFollow, from the price to the reminder twelve months later.

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

  1. Quote

    You send a combination boiler replacement quote with the boiler, flue, magnetic filter and labour as separate lines.

  2. Follow-up

    The customer opens the link but does not answer, and your follow-up reminder arrives three days later.

  3. Accepted

    After your call, the customer accepts the quote online, and the quote becomes a job waiting to be booked.

  4. Scheduled

    You book the fitting for a Tuesday and Wednesday, and the job shows as scheduled.

  5. Completed

    After commissioning, you mark the job completed.

  6. Invoice

    You create the invoice from the accepted quote, adjust the extra length of pipe you needed, and send it.

  7. Repeat work

    You add a yearly service schedule, and next year QuoteFollow reminds you before the annual boiler service is due.

What each part of QuoteFollow does for plumbers

Professional quotes
Itemise parts and labour so a customer comparing two boiler quotes can see what is included. Save the prices you use often, such as a tap replacement or drain unblocking, and add them in seconds.
Follow-up reminders
Give each estimate a follow-up date. You and your team get an email when it is due, so a bathroom quote is chased even after a week of emergency call-outs.
Automatic customer follow-up (optional)
If you switch it on, QuoteFollow sends the customer one short message on the follow-up date you set for it (or three days after you email the quote) asking whether they have had a chance to look. It is off by default, and you can turn it off for any quote.
Quote status
See which plumbing quotes are sent, opened, accepted, declined or expired. A quote the customer opened twice is worth a call; one they never opened may need a different channel.
Customer acceptance
Customers accept or decline from the secure quote link, without an account. You see the answer instead of hunting through texts.
Job scheduling
An accepted quote becomes a job you contact the customer about, book for a date and time, and mark completed, so nothing agreed is left unbooked.
Invoices from the quote
Create the invoice from the accepted quote with the same lines, edit anything that changed on the day, and send it by email or share it as a PDF.
Repeat work reminders
Set yearly reminders for boiler servicing or other planned maintenance, and get reminded before each visit is due. You choose when to contact the customer.
The QuoteFollow quote builder for a plumbing business, with a follow-up date set and a drain unblocking item being added from the saved price list
The quote builder with sample plumbing data: search your saved prices, then set quantity and price on the quote.

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

  • Sole-trader plumbers and small plumbing and heating firms that quote before starting work
  • Businesses mixing reactive call-outs with larger quoted jobs such as bathrooms, boilers and re-pipes
  • Plumbers who want annual servicing reminders without a full field-service system

Probably not the right tool

  • Large plumbing contractors that need dispatch boards, van tracking or engineer timesheets
  • Teams that need stock control, purchase orders or payroll in the same system
  • Businesses that only do emergency work and never send quotes

Plumbers: frequently asked questions

How do plumbers follow up on estimates without being pushy?
Keep the first follow-up short, a few days after sending, and make it about helping the customer decide: offer to explain the options or confirm when you could fit the work in. One or two well-timed follow-ups are usually enough; after that, leave the door open rather than repeating the price.
Can QuoteFollow remind me when a plumbing quote needs a follow-up?
Yes. Each quote has a follow-up date, and QuoteFollow emails you and your team when it is due. The reminders stop once the customer accepts or declines.
Will QuoteFollow message my customers automatically?
Only if you turn on the optional automatic customer follow-up. It sends one short email on the follow-up date you set for it (or three days after you email the quote). It is off by default and can be switched off for any quote.
Can I create an invoice from an accepted plumbing quote?
Yes. Once the quote is accepted, choose Create invoice and QuoteFollow drafts an invoice with the same lines, discount and tax. You can edit it before you send it, for example to add extra fittings used on the day.
Can QuoteFollow track annual boiler servicing?
Yes. Repeat Work lets you set a yearly schedule for a customer and reminds your business before each service is due. QuoteFollow does not contact the customer for you.
Does QuoteFollow take payments for plumbing jobs?
No. QuoteFollow lets you create and send invoices and mark them paid, but customers pay you directly using the methods you already accept.

More from QuoteFollow

Keep your next plumbing quote follow-up out of your head and in your workflow

Add a customer, send a boiler or bathroom quote and set its follow-up date in a few minutes.

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