See every open quote
Know which quotes are still live instead of searching around to rebuild the list.
Feature page for UK sole traders and small trade businesses
Trade quote follow-up tracking software for open quotes that still need chasing.
Most missed follow-ups do not happen because the work was not worth chasing. They happen because the quote is buried in texts, scribbled in a notebook, or simply forgotten once the next few jobs take over.
Soleify helps you keep open quotes visible, see which customers still need a reply, and follow up before the job goes cold.
It is built for tradespeople who mainly want quoting, quote tracking, follow-up, and invoicing kept together without a broader field-service platform.
Why open quotes go cold.
Quoting is usually not the hard part. Remembering what still needs a nudge is.
- You send the quote, get busy on site, and assume you will remember to check back.
- One customer says they will speak to a partner, another wants to compare prices, and another simply goes quiet.
- Without a clear open-quote view, every follow-up becomes a memory test.
- That usually means some quotes are chased too late and some are not chased at all.
Tradespeople often try to patch this with texts, diary reminders, spreadsheets, or flags in their inbox. It works until the volume builds up.
Quote follow-up tracking is simply the ability to see what is still open and act on it before the quote goes stale.
What good follow-up tracking should help you do.
Spot what needs chasing
Keep a clearer view of what needs a follow-up before the customer forgets about the job.
Keep job context together
See the customer and quote details in one place before you pick up the phone or send a message.
Move on cleanly when accepted
Once the customer says yes, keep the same job details flowing through to invoicing.
Product proof
See the product behind the follow-up.
See the parts of Soleify that matter for follow-up tracking: building the quote clearly, keeping open work visible, and giving the customer a cleaner quote experience from the start.
Screenshots show real parts of Soleify. Example names and job details are illustrative only.
Quote builder view
Build a clear quote while the visit is still fresh
Add the customer, itemise the work, and keep the job details together instead of rebuilding them from texts later.
- Customer details stored with the quote
- Itemised line items instead of one vague total
- Cleaner handover from site visit to sent quote
Open quote tracking
Know which quotes are still open
See quote status in one place so follow-ups do not depend on memory, scraps of paper, or scrolling back through WhatsApp.
- Clear status visibility
- Less chance of quotes going cold unnoticed
- Useful when several customers are deciding at once
Customer-facing quote email
Show the customer something professional
The quote arrives with a proper review link so the customer sees a cleaner experience than a rough total dropped into a message.
- Clear quote email
- Professional handoff to the customer
- Better fit for businesses that want to look organised
Example workflow: decorator quote that needs a nudge.
You quote a lounge, hallway, and stairwell. The customer says they need a few days to decide between scope options.
Without follow-up tracking
The quote gets sent, site work takes over, and by the time you remember it has been long enough that the customer has probably chosen someone else or forgotten the conversation.
With Soleify
The quote stays visible as open, you can see the customer and scope, follow up at the right time, and if they accept you are ready to invoice without starting again.
Related pages.
- Stop missing trade quote follow-ups for the wider admin problem this feature addresses.
- Quote-to-invoice for what happens after the quote is accepted.
- How to follow up a trade quote for practical follow-up wording and timing.
- Painter and decorator quoting software for a trade-specific example.
Best fit.
- Useful if you quote regularly and want a cleaner way to keep open quotes visible.
- Especially helpful if follow-ups currently live across texts, notes, diary entries, or memory.
- Less suitable if you are looking for advanced dispatch, route planning, or broader field team workflows.
Quote follow-up tracking FAQs.
Does Soleify send automatic follow-ups?
Soleify helps you keep open quotes visible and supports manual follow-ups. It should not be positioned as a full automation system unless that capability is explicitly implemented later.
Is this only useful for one trade?
No. The problem shows up across handymen, decorators, gardeners, fencing contractors, joiners, tree surgeons, cleaners, and other small trade businesses that quote regularly.
What if I only send a few quotes each month?
The value increases as quote volume grows, but even a small number of missed follow-ups can leave good quotes cold and admin messy.
Keep open quotes visible before they go cold.
If follow-ups are currently living in your head, your inbox, or your notes, move them into a simpler quoting workflow.