Quote Follow-Ups: Using AI for Tradies to Close More Jobs

Customer ready to proceed:

AI: "Did you get a chance to look at the quote?" Customer: "Yes, it looks good. When can you start?" AI: "Great to hear! Let me check availability. [Checks calendar] Tom could start as early as next Monday. Would that work?"

Customer has questions:

AI: "Did you have any questions about the quote?" Customer: "Yeah, what's the warranty on the work?" AI: "Good question—all our work comes with a 5-year warranty, and the products have manufacturer warranties too. Does that answer your question, or would you like Tom to call you to discuss?"

Customer needs more time:

AI: "No rush at all. Would it be helpful if Tom called you in a week to check in?"

Customer choosing competitor:

AI: "I understand. Could you share what made the difference? We're always looking to improve."

• Captures competitive intelligence
• Sometimes triggers save opportunity

Customer not proceeding:

AI: "Understood. If things change, we'd be happy to help in the future."

• Marks lead as closed
• Keeps relationship positive

Information Captured

Every call captures:

• Quote status (accepted/rejected/pending)
• Reason for decision
• Questions or concerns
• Preferred timeline
• Competitor information

You know where you stand. No guessing.

Setting It Up for Tradies

Simple Setup

What you need:

• Customer contact details
• Quote date and amount
• Job description
• Your availability preferences

How it works:

1. You send quote (your normal process)
2. Log quote in Voxworks (or sync from quoting software)
3. AI follows up automatically
4. You get notifications when quotes accepted or questions arise

You literally don't think about it until someone wants to book.

Integration Options

With job management software:

• ServiceM8
• Tradify
• Fergus
• AroFlo

Without software:

• Simple quote logging
• Manual trigger or scheduled follow-up

We've helped businesses using solar lead qualification and post-test-drive follow-up with similar integrations.

Customization

By job type:

• Emergency repairs: Faster follow-up
• Large projects: More touchpoints
• Routine maintenance: Lighter touch

By trade:

• Electrician: Safety-focused language
• Plumber: Compliance mentions
• Builder: Project timeline focus

The ROI for Tradies

The Maths

Scenario: 20 quotes per month, $3,000 average

Without AI follow-up:

• 20% conversion = 4 jobs
• Revenue: $12,000

With AI follow-up:

• 40% conversion = 8 jobs
• Revenue: $24,000

Difference: $12,000/month in additional revenue

AI cost: ~$300/month

ROI: 3,900%

Yeah, you read that right.

Time Saved

Without AI:

• 20 quotes × 3 follow-up attempts × 5 minutes = 5 hours/month
• Assuming you actually do it (most don't)

With AI:

• Review notifications and take action on hot ones
• Time: 30 minutes/month

You get your weekends back.

Sample Scripts by Trade

Plumber

"Hi, this is the AI assistant from Dave's Plumbing calling about the quote for your hot water system replacement. Did you get a chance to review it? Any questions about the installation or the warranty?"

Electrician

"Hi, this is the AI assistant from Sparky Electrical following up on your switchboard upgrade quote. This is important work for safety and compliance—is there anything you'd like clarified before you proceed?"

Builder/Renovator

"Hi, this is the AI assistant from Smith Building calling about your renovation quote. I know these projects involve lots of decisions. Do you have any questions about timing, materials, or the scope of work?"

HVAC

"Hi, this is the AI assistant from Cool Air following up on the air conditioning quote. With summer coming, schedules fill up quickly. Are you ready to book in, or do you have questions I can help with?"

Professional. Branded. Consistent.

Handling Objections

"Too expensive"

AI: "I understand budget is important. Would it help to discuss what we might be able to adjust, or is there something specific about the quote you'd like clarified?"

"Got a cheaper quote"

AI: "Thanks for letting me know. Could you share what the difference was? Sometimes there are scope differences that aren't obvious at first glance."

"Need to think about it"

AI: "No problem at all. Would it be helpful if I checked back in a week?"

"Not doing the work anymore"

AI: "Understood. Thanks for letting us know. If things change, please reach out."

Clean exits. Professional throughout.

The Reality Check

Quote follow-up is where jobs are won or lost.

Most tradies know this but don't have time to do it consistently. AI for tradies ensures every quote gets professional, timely contact—converting more quotes to jobs without adding to your workload.

You're already doing the hard work: site visits, measuring, quoting. Don't let that effort go to waste because you're too busy to make three phone calls.

Just like automating open for inspection follow-ups transforms real estate follow-up and lease renewals happy calls improves retention, AI transforms your trade business systematically and profitably.

Ready to close more quotes? Start your free trial at voxworks.ai.