Quote tracking app

They opened it at 7:40pm. Now you know when to call.

Every quote goes out as a link. The first time it's opened, you're told. Opened and no answer is the moment a two-minute call wins the job.

The hardest part of following up a quote is not knowing where it stands. Did they get it? Did it go to junk? Are they still deciding, or have they gone with someone else? So you leave it, and leaving it is how a job you'd have won goes to whoever rang first.

With the quote sent as a link, the first open is a fact you can act on. Opened last night and nothing back by lunch is a good time for a friendly call: they've read it, it's in their head, and you're the one who bothered to ring.

How it works

How quote tracking works, from sent to opened to accepted

Told the first time it's opened

A text to you the moment your quote is first opened. One timestamp, one notice, so it never nags.

On the job, where you'd look

The job shows Quote opened, then Accepted when they say yes, so the whole picture is on one screen.

A timely call, not a cold one

Opened and quiet is your cue. Ring while it's fresh, answer the one question they've got, and the yes often comes on the call.

The follow-up, if you'd rather text

A polite nudge is ready on days 3, 7 and 14 if they've gone quiet. The wording knows whether they've opened it. Each one waits for your yes.

Honest tracking

No open counter, no IP address, no device details, and nothing hidden inside the PDF. The first open of the link, and that's all.

The text you get
Mrs Hughes opened the £756.00 quote just now.

What to do when the quote has been opened and nothing comes back

Ring, that afternoon or the next morning. Not to ask if they've decided; to ask if there's anything on it they'd like explained. Most of the time there's one thing: the start date, the deposit, a line they didn't understand. Answer it on the call and the yes often comes with it. If you'd rather not ring, the app has a polite text ready that knows they've opened it, and it waits for your tap.

Not opened after three days means something different: it's in their junk folder or under a pile. A short text, "sent the quote on Tuesday, shout if it hasn't come through", is the right move, and the app's follow-up wording says exactly that when the link hasn't been opened.

Quote tracking and your customer's privacy

The quote page is a normal web page with your business name on it. The first time it's opened, one timestamp is written against the quote and you're told. That's all. There is no open counter, no IP address, no device details, and nothing hidden in the PDF that reports back. Our privacy notice says this in as many words, so a customer who asks gets a straight answer.

Questions

Quote tracking questions tradesmen ask

Does the customer know I can see it was opened?

Our privacy notice says so plainly, and the quote page is a normal web page with your business name on it. There's no tracking pixel and nothing in the PDF.

What if they open it on a laptop and a phone?

You're told once, the first time. After that the job just shows it as opened.

Does it follow up by itself?

No. It gets the follow-up ready and puts it in front of you. You tap, it goes. Nothing is sent to a customer without your yes.

Pricing

£24.99 a month. Nothing to add.

Two plans, printed in full. We're not VAT registered, so the price you see is the whole price.

Solo Minimum

One of you, the app on its own.

£24.99a month, or £249.90 a year
  • Quotes from your own prices, sent in a tap
  • Know the moment a quote is opened
  • Chasers for quotes, deposits and invoices, each waiting for your yes
  • Invoices with VAT, CIS and your bank details on them
  • Posts to Xero or QuickBooks, once
  • 250 customer messages a month
Get started

Team Minimum

Up to 10 of you, the app on its own.

£42.99a month, or £429.90 a year
  • Everything in Solo Minimum
  • A diary each, and work put on the right person
  • One view of who is where and what is owed
  • 750 pooled customer messages a month
Get started
  • Yearly is ten months' price, and the unused time is refunded if you cancel.
  • Cancel in one tap. Your data leaves with you.
  • Move up to a plan with call answering whenever you like.

Your next quote, out in a tap.

Set up takes a few minutes: your business, your prices, your terms. Then the first quote.

Get started

£24.99 a month, and that is the whole price. Cancel any time.

  • £24.99 a month
  • The price you see is the whole price
  • Cancel any time