Service 04

Automated Quoting & Follow-Up

Quotes sitting unsent cost you jobs. Quotes sent without follow-up lose you money. Automate both and watch your close rate climb.

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How It Works

When a lead comes in — via phone, form, or chatbot — BotMate triggers a quoting workflow. Depending on your process, this might auto-generate a quote from job parameters, or it might draft a quote for you to review and send in one click. Either way, it goes out fast.

After the quote is sent, a follow-up sequence kicks in automatically. Day 2: a gentle nudge. Day 5: a "still interested?" message. Day 10: a final offer. Most businesses close 30-40% more quotes just by following up consistently.

What You Get

  • Quote generation from job intake data (integrated with your system or custom form)
  • One-click send or fully automated dispatch
  • Automated follow-up sequence (timing and copy you control)
  • Quote status tracking — sent, opened, accepted, declined
  • Win/loss reporting by job type, lead source, and follow-up stage
  • Integration with common job management platforms (ServiceM8, Tradify, etc.)
  • Escalation alert when a quote is about to expire

The Numbers

44% of salespeople give up after 1 follow-up
80% of sales need 5+ touches to close
35% average lift in close rate with automation

Pricing

$0setup
$199/mo

$40 first month, then $199/mo. All five automations included — use one or use them all.

Start for $40 View full pricing →

Best For

  • Tradies with variable-price jobs
  • Any business where jobs require a quote
  • Teams struggling with follow-up consistency
  • High-volume lead businesses

Part of a Package?

Automated Quoting is a core feature of the Tradie Admin Pack.

The follow-up is where money is made.

$40 first month. Set it up once — BotMate closes the loop on every quote, every time.

Start for $40 →