Most small business owners still follow up the old way—manual reminders, sticky notes, or late-night texts after the day’s work is done.

Now, routine follow-ups, like checking in after a quote, confirming an appointment, or reminding a customer their estimate is ready, happen automatically. Businesses that use automation see real gains: an average $5.44 return for every dollar spent, a 14.5% boost in sales productivity, and a 12.2% drop in overhead costs (Adobe, Nucleus Research).

With Automated Follow-Up, your system works in the background to help you win more jobs and keep your pipeline full—without adding to your workload.

Built for How Trades Really Work

When you’re on a roof, under a sink, or driving between jobs, you don’t have time to stop and type up estimates. QuickQuotes™ handles it for you. When a call or message comes in, your system prepares a professional estimate, complete with service details and a payment link through Stripe.

You can choose to have quotes go out instantly or give yourself a chance to review them first. Decide whether it’s a paid estimate, a free quote, or a paid visit for more complex jobs. Either way, your customer gets a fast, professional response, you stay focused on the work, and your CRM tracks everything automatically.

How Automated Follow-Up Works

Step 1: A customer reaches out: Someone calls, texts, or fills out a form on your site. Their information is captured automatically, so you don’t have to stop what you’re doing to write it down.

Step 2. The system follows up for you: TradesToolkit sends a personalized message right away, thanking them, confirming what they need, or sharing next steps. You choose the timing and tone once; from then on, it runs automatically.

Step 3. You stay in control: You can check responses anytime, jump into the conversation when you’re ready, and see everything tracked in your CRM. Leads stay warm, and you never lose a job to slow response time again.

Get More Work, Automatically

Every missed call or unanswered message is a job waiting to happen. Automated Follow-Up keeps those opportunities alive until they close. Businesses using automation see measurable results: higher conversion rates, faster response times, and steadier cash flow ... all without adding staff or hours to the day.

For small trades businesses, that can mean turning a few missed callbacks a week into hundreds or even thousands of dollars in extra work every month. Your system does the checking in, the reminding, and the nudging, so you can focus on what you do best: getting the job done.