How do I stop forgetting to send quotes after a job?
Quotes priced from memory at ten at night, days after you looked at the job, lose to the tradie who sent theirs that afternoon. What works is writing the price down on the tools, the same day, before the details blur.
You looked at the job on Tuesday. It is Sunday night. You are pricing it from memory, and the customer has already had three days to forget why they called you first. That is not a discipline problem, that is a Tuesday: you had six more jobs between then and now, and the quote was never the most urgent thing in the room.
The businesses that do not lose these jobs are not more organised, they just close the gap between looking at the job and sending the number. A short voice note or a photo with a price attached, sent from the site the same day, beats a beautifully formatted quote sent five days late every time, because most jobs are won or lost on speed, not polish.
The other half of this is following the quote up at all. A quote with no follow-up is a coin flip: some customers ring back, most quietly go with whoever chased them. A short message a few days after the quote, asking if they have any questions, recovers a meaningful share of jobs that would otherwise have gone quiet. It also reads as more professional, not less, because most customers assume a business that follows up is more likely to turn up and finish the job properly.
None of this needs new software before it needs a new habit. Deciding in advance that every quote gets priced the same day and followed up within a week, and writing both moments into your normal routine, fixes more lost jobs than any app installed on top of a routine that still skips both steps.
If quotes sitting unsent is one of your three fixes, a Three Fixes report writes the exact words and the exact moment to send them from, built around how you already work rather than asking you to adopt a new habit that will not survive a busy week.
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