Give every open quote a next action
After sharing a reviewed quote, record the service, customer label, area, quote total and stage. Set a follow-up date that suits the customer's request. If they say they will decide next week, use that timing. If the job is urgent, ask when they need a decision and whether the proposed service still fits.
There is no universal timing that guarantees a sale. Treat the dates below as a starting routine to adapt, not a sales promise. Keep customer preferences and agreed contact times in your notes.
| Situation | Next action | What to check |
|---|---|---|
| Quote sent | Set a review date, for example in two working days | Customer's preferred timing |
| Customer has a question | Clarify scope or revise the quotation | Fees, unit type and exclusions |
| Customer accepts | Check schedule and confirm appointment details | Availability, address and access |
| Customer declines | Mark lost and stop the sales follow-up | Record the reason if volunteered |
| Job completed | Mark completed | Any agreed outstanding action |
A first quotation follow-up
Hi, this is [name] from [business], following up on the quotation for [service] on [number] units. Would you like us to clarify anything about the scope or price? If you would like to proceed, share your preferred date and we will check availability before confirming the appointment.
When the customer's timing has changed
Hi, checking whether you still need [service] or would prefer us to close this enquiry for now. If your timing has changed, let us know when you would like to revisit it. The quotation was valid until [date], so we will confirm current pricing and availability before any booking.
Worked example: a S$75 aircon quotation in Tampines
This fictional enquiry shows how to keep a follow-up useful: “Can you service three wall-mounted units in Tampines? Saturday preferred.” For this example only, the contractor has approved a rate of S$25 per unit, with no additional fees or GST charged. These are demonstration rates, not a Singapore market price recommendation.
- Confirm the service. Check that the customer needs general servicing and that all three units fit the quoted scope. A water leak or cooling fault may need assessment before pricing repairs.
- Review the quotation. Three units × S$25 = S$75. List the included work, exclusions and validity date. Replace the demo business name and add your contact details in Business setup.
- Send the document and a short summary. Export the PDF and attach it in your own WhatsApp conversation. A copied summary does not attach the PDF automatically.
- Save a next action. Record the quote as quoted, then choose a follow-up date that respects the customer's timing. Saturday is a request until your team confirms availability.
The message accompanying the quotation
Hi [customer name], attached is our quotation for general servicing of 3 wall-mounted aircon units in Tampines. Total: S$75 for the scope listed in the quotation. Parts, repairs and additional work are excluded unless listed. Saturday is requested, subject to our availability. Please review the PDF and let us know if you would like us to check a slot. [Your name] · [Business name]
Before sending, replace the placeholders and adjust the message to match your actual quotation, tax treatment and approved service scope. Use anonymised enquiry details when trying an AI draft.
If the customer has not replied
Hi [customer name], following up on the S$75 quotation for servicing your 3 wall-mounted units in Tampines. Is there anything you would like clarified about the included work? If you still prefer Saturday, we can check availability before confirming. If you have made other arrangements, let us know and we will close this enquiry.
If the customer asks for a lower price
Explain the included work first. Do not use AI to invent a discount, availability or repair diagnosis. If you approve a different scope or price, create and review a revised quotation, then share that version so the customer knows which total applies.
If the customer wants to book
Plus members can create a customer booking link from a saved quotation. Share it with the customer so they can submit their requested details. A booking request still needs your review and appointment confirmation; it does not reserve a technician automatically.
Create a free quotation → · View the customer booking example → · Compare member plans →
Common questions about aircon quotation follow-ups
Can I send the quotation straight to WhatsApp?
You can copy a short message or open a WhatsApp draft, then review and send it yourself. Download the quotation PDF and attach it separately for a clear, formatted document.
Should I keep following up after a customer declines?
Close the sales enquiry when they decline or ask you to stop. If they explicitly ask you to revisit it later, record the agreed date instead of sending repeated reminders.
What happens when a quotation expires?
Check your current rates, scope and availability before issuing a revised quotation. Do not describe an expired quote as confirmed pricing or a confirmed appointment.
Is the free tracker saved to my account?
The free workspace saves in the browser you use. Members have a separate account-saved workspace. Avoid clearing browser data if you still need quotations stored only in the free workspace.
Review the tracker at the start of the day
Open Sales tracker and review due opportunities. Update completed actions rather than leaving old dates in place. A quoted job is not a booked appointment; mark it booked only after the details have been agreed and your schedule has been checked.
In iServices, save the quotation, choose its stage and set the next follow-up date. You can copy a follow-up draft for review. Messages are not sent automatically. The free workspace stores data in your browser; members have a separate account-saved workspace.
Learn from outcomes without inventing results
Record whether a job was booked, completed or lost, using the same definitions each time. If a customer shares why they declined, note it respectfully. Review whether the issue was scope, timing or price before changing your sales routine. A tracker makes the work visible; it does not guarantee more enquiries or conversions.
Open the free sales tracker → · See the complete enquiry workflow →