Estimate Follow Up Software for Trades and Service Teams

Quote Chaser helps trades and service businesses track sent estimates, follow up at the right time, and keep next actions clear without turning the process into a bloated CRM.

Estimate follow up software

Keep sent estimates visible and next actions clear

Quote Chaser gives trades and service teams one clear place to track sent estimates, next follow up dates, ownership, and outcomes without the extra CRM clutter.

It is built for the part that usually gets messy after the estimate goes out: what needs chasing, who owns it, and what should happen next.

  • Keep every sent estimate visible — no more inbox digging or spreadsheet hopping.
  • Know what needs chasing next — due and overdue follow ups stay easy to spot.
  • Keep ownership clear — the team can see exactly who is handling each next step.
Quote Chaser icon Quote Chaser
  • Today
  • Quotes
  • Team
  • Settings

Dashboard preview

Quote pipeline overview

Today
Open pipeline £3,380 Quotes still in play
Due today 2 Quotes needing action now
Won revenue £1,450 Closed business so far
Sent £2,400
Follow-up due £980
Won £1,450

Pipeline

Quote pipeline view
Client Quote Value Status Next
Jones Property Lets Boiler replacement quote £2,400 Sent 20 Mar
Reed Electrical Consumer unit upgrade £980 Follow-up due Today
Walker Homes Kitchen repaint and touch-ups £1,450 Won None
Key outcomes

What teams need at a glance

Make the next step obvious, keep the queue clean, and stop good estimates from drifting.

Track sent estimates

Keep estimate value, status, sent date, and next action visible in one place.

See what needs chasing next

Surface due and overdue estimates fast, so the team knows what to follow up next.

Keep ownership clear

Make responsibility obvious across the workspace, especially when more than one person is involved.

How it works

How teams use it day to day

Quote Chaser is built around the practical steps teams need every day, not a heavy sales process.

Log the quote

Add the client, value, sent date, and owner so the quote is visible from day one.

Set the next follow up

Keep the next action attached to the quote, so nobody has to guess what should happen next.

Work from a clear queue

See what is due, overdue, won, or closed out without jumping between tools.

Close it out properly

Mark quotes as won, lost, or booked work so the whole team can see the real outcome.

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Plans and workspace size

Choose the right plan for your workspace

Each Quote Chaser subscription covers one workspace. Personal is for one user. Business covers one shared workspace for up to 20 users. Need more than 20 users? Contact us for a custom setup.

  • Personal — one user, built for solo use.
  • Business — one shared workspace for up to 20 users.
  • Larger teams — custom setup available on request.
Ready to try it?

Start managing estimate follow ups with a clearer workflow

Start with the plan that matches your workspace, or get in touch if you need a larger setup.

Related pages

Explore more focused pages

Explore the pages below if you want a more specific angle on estimate follow ups, quote chasing, or quote management.

Quote Follow Up Software

For teams that want a broader quote follow-up workflow.

Quote Chasing Software

For teams focused on who needs follow up today.

Quote Management Software for Trades

For businesses that want a simpler quote pipeline.