How it works
When you send a quote on Pro, auto-chase is on by default. Every morning at 9am UK time, the app checks your unaccepted quotes and sends a polite nudge to anyone who hasn't replied.
The reminder links back to the same client-portal page as the original quote, so the customer can accept, decline, or ask a question with one tap. They don't have to re-read the itemised breakdown. The link just reopens the quote they already saw.
You can turn it off per quote before sending, or stop chasing any quote with one tap from the quote detail screen. You stay in control.
Why follow-ups win more work
Lots of quotes convert on the second or third nudge, not the first. Customers are comparing three tradespeople, they've had a busy week, and whichever quote's in front of them when they finally decide is the one that wins.
Manual chasing is the bit most trades hate. It's boring, the timing's tricky, and it's the first thing that gets dropped when you're shattered on a Friday. Letting the app do it on a fixed schedule means it actually happens. Customers who were going to say yes eventually say it sooner.
The chase schedule
The job runs daily at 09:00 Europe/London. Reminders go out on a sensible cadence (not every day, the goal isn't to annoy) until one of:
- The customer accepts. You get a push, the quote converts, chase stops.
- The customer declines. Chase stops automatically.
- The quote expires. Based on the validity you set, default 30 days.
- You stop the chase manually from the quote's bottom sheet.
Every chase is logged on the quote, so you can see when each reminder went out and whether the customer opened it.
Tone of the reminders
The chase email is written to sound like you, not like a sales sequence. No urgency emojis, no fake discount timers. It references the job, says the quote's still open, invites them to reply with any questions. If Quote DNA is trained on your profile, the tone matches yours.
For jobs where chasing isn't appropriate (tender work, price-sensitive customers, people you've already spoken to on the phone), flick the toggle off before you send.