Job & quote tracker
Quotes that follow up. Jobs that remind.
Every job from first quote to paid, in one sheet that tells you the next step. It follows up on quotes nobody answered and emails customers a reminder the day before their job.
From $299, fixed price · Built in your own Google account · You own it
How it works
Set up once. Runs every morning.
Log the quote
Customer, job and price. The sheet starts counting days since you sent it.
Quiet quotes get a nudge
After a few days with no answer, a polite follow-up goes out, twice at most.
Day-before reminders
Won jobs go on the schedule, and customers get a reminder the day before.
What you get
Everything, done for you.
- A 'Next step' for every job: follow up, schedule, invoice, done
- Automatic quote follow-ups, up to 2 per quote
- Day-before job reminders to customers
- Win rate, open quotes and money waiting to be invoiced on a dashboard
- Your wording, your schedule, your Gmail
- A walkthrough video and 14 days of fixes
One automation, built with your real data and wording, plus a walkthrough video and 14 days of fixes.
Can it send texts instead of emails?
Email is built in and free. Texts are possible through a paid texting service; ask on the call.
Does it replace my scheduling app?
No need. It sits next to how you work today and handles the follow-ups and reminders.
Can my crew use it too?
Yes. It's a Google Sheet, so you can share it with anyone and control who can edit.
Can it make the invoice when a job is done?
Yes. It pairs with the invoice tracker in the Business System package ($750).
Want this running for your business?
A free 20-minute call. You'll leave with ideas even if we never work together.
Book a free callOr email [email protected]