Quote to deposit to contract to install, with nobody chasing
Quote to paid deposit to signed contract to install, without the office chasing anything by hand.
What was going wrong
Every quote needed chasing. Then the deposit needed chasing. Then the signed contract. The office was doing all of it by hand, and on a busy week some jobs just stalled between steps.
What we built
- Quote email and text sent the moment a quote is created
- Automatic reminders at set times after the quote goes out
- A call task for the salesperson when there's no reply
- A manager alert when a quote is going cold
- A deposit payment link sent automatically on a yes
- The contract sent for e-signature once the deposit is paid
- Handover to the install team as soon as it's signed
The background
For an installer, a quote isn’t the finish line. It’s the start of four more things that all need chasing: the quote itself, the deposit, the signed contract and the handover to the install team. Each step waited on someone in the office, and each wait was a chance for the customer to go cold.
How it works day to day
We automated the whole run from quote to install. The moment a quote is created, the customer gets it by email with a short text to say it’s arrived. Reminders follow at set times. If there’s still no reply, the salesperson gets a call task, and a manager is alerted when a quote is going cold.
On a yes, the deposit link goes out automatically. Once it’s paid, the contract goes for e-signature. Once it’s signed, the install team gets the handover.
The result
Each step now triggers the next one on its own. The office only gets involved when a customer actually needs a conversation, and no job stalls between steps because someone was busy.
Working with what they already had
- Their quoting systemA new quote starts the follow-up automatically
- Text and emailReminders sent in the installer's own name
- Card paymentsDeposit link sent the moment the customer says yes
- E-signatureContract sent once the deposit lands, and chased until signed
- Install teamHandover with the job details as soon as it's signed
Before and after
The systems behind this build.
Every call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.