Following up on quotes is a key step in turning leads into confirmed jobs on ServiceTasker. A thoughtful, well-timed follow-up shows customers that you’re professional, reliable, and genuinely interested in helping. Below are best-practice tips to help you follow up effectively—without overdoing it.
1. Get the Timing Right
Good timing keeps you top of mind without overwhelming the customer.
- Optional initial check-in: Shortly after sending your quote, especially for urgent jobs. A brief introduction can help start the conversation.
- First follow-up: 24–48 hours after submitting your quote.
- Second follow-up: If there’s no response, follow up again after 3–5 days.
- Final check-in: One last polite message after 7–10 days, if the job is still open.
Tip: Always consider weekends and public holidays. If the customer has mentioned preferred contact times, make sure you stick to them.
2. Keep Your Tone Polite and Professional
Every message you send reflects your business. Use clear, friendly, and respectful language, even when following up multiple times. Avoid sounding pushy—focus instead on being helpful, approachable, and available to answer questions. Short, relevant messages show respect for the customer’s time.
3. Add Value in Every Follow-Up
Instead of simply asking if they’ve seen your quote, give customers a reason to reply. You could:
- Highlight your availability to start
- Mention similar jobs you’ve completed
- Share photos or examples of past work
- Offer a small incentive, if appropriate
Adding value makes your follow-up feel useful rather than repetitive.
4. Use the Right Communication Channel
It’s best to continue the conversation where it started, but different customers respond to different methods.
- ServiceTasker Inbox or SMS: Ideal for short, friendly reminders
- Phone call: More personal, best if the customer seems open to it
- Email: Useful for detailed or formal follow-ups
Using more than one method can be effective, as long as it’s done respectfully.
5. Know When to Step Back
If you’ve followed up a few times across different channels and received no response, it’s okay to move on. Not every lead will convert, and your time is best spent on customers who are engaging with you.
In some cases, you may be able to contact ServiceTasker support to ask about options under their credit or support policies.
6. Stay Organised
Keeping track of your follow-ups can improve your success rate. Make note of:
- When you contacted the customer
- Which channel you used
- What was discussed
Using private notes or reminders helps you stay consistent and professional.
Consistent, respectful follow-ups can make a big difference on ServiceTasker. Often, it’s not just the quote that wins the job it’s the way you communicate after sending it.
