Automated quoting for tradies, faster quotes and follow-up
Automated quoting for tradies fixes the two leaks that quietly cost you jobs: quotes that take days to go out, and quotes that never get followed up. We build the speed and the chase on top of the quoting tool you already use, so the next quote leaves faster and every one gets chased without you lifting a finger.
Book a free discovery call →The two leaks in every tradie's quoting
Most trade businesses lose work in the gap between the site visit and the signed job. Two things go wrong, and they compound each other.
Slow turnaround. You measure up, then the quote sits in your head or your ute until you find a quiet hour at night. By the time it lands, the customer has rung two other blokes. Getting a quote assembled and out the same day keeps you front of mind.
No follow-up. You send the quote and never hear back, so you assume it is a no. Often it is not a no, it is a "not yet" that needed a nudge. Without quote follow-up automation, tradies leave that nudge to memory, and memory loses to a busy week.
As a directional pattern, industry studies of service businesses point one way: the business that responds first and follows up tends to win more of the work. We will not promise you a specific win-rate lift, no honest operator can. What we can do is close the speed-to-decide window so you are not handing that advantage to a competitor by default.
What we actually build
TradieBuddy AI does not sell you another app to learn. We diagnose where your quotes leak, then build custom automations around that exact gap and wire them into the tools you already run. Here is what a typical quoting build includes.
From enquiry to won job, with the follow-up handled
Faster quote assembly
We pre-build your common job types, line items and pricing so a quote is mostly done before you start. You confirm the numbers and it goes, instead of starting from a blank screen every time.
Same-day send
When a quote is ready in ServiceM8, Tradify or Fergus, the customer gets it promptly and professionally, branded as your business, not left to sit overnight.
Multi-touch follow-up
A planned sequence of polite reminders over the days after the quote, by SMS and email, so a "not yet" gets a nudge instead of going cold.
Stops when it should
The moment a customer replies, accepts or says no, the chase stops automatically. No awkward reminders after they have already booked you.
How the follow-up sequence works
Automated quote reminders are a planned series of touches that run after a quote goes out, each one timed and worded to prompt a decision without nagging. A typical build looks like this, and we tune the timing and wording to your trade and your customers.
- Quote sent. The customer receives the quote the same day, clearly laid out and branded as your business.
- Gentle check-in. A short, friendly message a couple of days later asking if they had any questions, so price is not the only thing they remember.
- Helpful nudge. A few days on, a second touch that reinforces why you are the safe choice, your licence, your reviews, your workmanship.
- Final follow-up. A last respectful message before the quote is parked, giving them an easy way to say yes or to tell you the timing.
- Clean close. If they accept, the job moves forward in your system. If they decline or go quiet, the chase ends and the lead is marked, so your pipeline stays honest.
Every message captures consent and honours opt-out and STOP, so the follow-up stays on the right side of the Spam Act 2003. This is general information, not legal advice, and we set the automations up to be consent-first and opt-out-safe by default. For anything specific to your situation, check with a lawyer or the relevant authority.
A build on top, not a rip-and-replace
You have already paid for and learned your quoting tool. We do not ask you to bin it. We build the speed and the follow-up around it and connect into it, so your quotes, jobs and customer history stay in one place.
| Off-the-shelf quoting software for tradies | A TradieBuddy AI custom build |
|---|---|
| Generic templates you bend to fit your trade | Built around your real job types and pricing |
| Manual follow-up, or none | Multi-touch chase that runs and stops itself |
| Yet another login to manage | Wired into ServiceM8, Tradify or Fergus and your accounting |
| Same setup as every other business | Scoped to your specific quote-conversion gap |
If you run ServiceM8, Tradify or simPRO, the same approach applies. See how we work with AI automation for ServiceM8, Tradify and simPRO, and how quoting fits the wider picture in our guide to custom AI for tradies in Australia. Quoting also pairs naturally with an AI receptionist that never misses a job, so the lead is captured, quoted and chased end to end.
Start by sizing the gap
Before we build anything, we size what slow quotes and missing follow-up are costing you today. The discovery process looks at your current quote turnaround, how many quotes convert, and where they go cold, so the build is aimed at real money, not a guess. Win more quotes as a tradie by fixing the leak you can measure, not the one you assume.
The entry point is a free 15-minute discovery call, and the next step is a deeper look at your numbers. Book the AI automation audit for your trade business and we will map your quote-conversion gap, then show you exactly what a quoting and follow-up build would change.
Common questions about automated quoting
Do I have to switch off my current quoting tool?
No. We build on top of the tool you already use, whether that is ServiceM8, Tradify, simPRO or Fergus. The aim is faster quotes and automatic follow-up wired into your existing setup, not another system to learn.
Will the follow-up messages annoy my customers?
They are designed not to. The sequence is a small number of polite, well-timed touches, and it stops the instant the customer replies, accepts or declines. Every message is consent-first and honours opt-out and STOP under the Spam Act 2003.
Can you promise this will increase how many quotes I win?
No honest provider can promise a specific win-rate lift, and we will not. What we can do is close the speed-to-decide window so you are not losing jobs to a slow quote or a forgotten follow-up. The audit sizes your current gap first.
How does the follow-up know when to stop?
It watches for a reply, an acceptance or a decline in your system. The moment one of those happens, the chase ends and the lead is marked accordingly, so you never send a reminder to someone who has already booked you.
Where do I start?
With a free 15-minute discovery call, followed by an AI automation audit that measures your quote turnaround and conversion. From there we scope a custom quoting and follow-up build around what we find.
See what your business is really leaking
It starts with a free 15-minute discovery call with an Australian-based AI specialist. We map where the money is going and whether a forensic audit is the right next step.
Book a free discovery call →