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In home services, speed and consistency beat “best intentions”.
You can generate a great quote, but if the customer doesn’t hear from you again, they’ll:
forget you
delay the decision
get a faster response from a competitor
Automations solve the most common problem in small teams: your follow-up depends on
how busy you are that day. With Quotestack, follow-up becomes part of the process — not
something you try to remember after the last job.
more booked site surveys
higher quote acceptance rates
fewer leads going quiet
less time writing repetitive messages
a more professional customer experience
What Email & SMS Automations do
Automations send timely, professional messages based on what’s happening in your pipeline
for example:
a new enquiry arrives
a quote is sent
a customer hasn’t booked a survey yet
a quote hasn’t been accepted
a survey is booked (reminders and confirmations)
Instead of manually chasing, you set your process once and Quotestack helps run it in the background.
Quotestack Email & SMS Automations keep prospects engaged and moving forward, even when you’re on site, driving, or flat out.
No — the most effective sequences are short, helpful, and focused on next steps. You control timing and wording.
Yes. Use your own language so it matches how you speak to customers and your brand.
Yes. You can use email automations without SMS.
Replies come back into your process so you can respond normally. Automations are there to prompt action, not replace human conversation.
Yes — the core aim is to guide the customer toward the next step (typically a survey booking), because that’s where conversion increases.
Stop forgetting follow-ups (and stop losing the jobs you should win)
Your team shouldn’t need perfect memory to close sales. Automations ensure every lead receives consistent follow-up, even during busy periods.
Book more site surveys with less chasing
A simple sequence nudging customers to book a survey increases conversion without extra admin.
Respond instantly and look more professional
Instant confirmations reassure customers, reduce inbound “did you get it?” calls, and build confidence that you’re organised.
Save hours every week on repetitive messages
Automations and templates remove the busywork while keeping your tone consistent.
Reduce no-shows and late cancellations
For survey appointments, SMS reminders are one of the simplest ways to cut no-shows. Fewer missed visits = more productive days.
Automations and templates remove the busywork while keeping your tone
consistent.
New enquiry confirmation
“Thanks — we’ve received your request”
“Here’s what we need next”
“Here’s when you’ll hear back”
Quote sent follow-up
reminder + call to action
prompt to ask questions
link to book the survey
Survey reminders
24 hours before
morning of
optional “we’re on the way” message
Quote nudge sequence
Day 1: “Just checking you received it…”
Day 3: “Would you like to book the survey?”
Day 5: “Any questions before we close your file?”
Immediate: “We’ve received your request. Here’s what happens next.”
After estimate/quote sent: “Your estimate is ready. Next step is a site survey to confirm.”
24 hours later: “Book your survey here.”
72 hours later: “Any questions? Happy to help — survey booking link.”
Sequence A
Quote sent confirmation
1-day nudge
3-day nudge
Final nudge with a clear CTA: book a survey or reply with questions
Sequence B
Booking confirmation
24-hour reminder
Morning-of reminder
Sequence C
Real-world scenarios
“We’re too busy to chase leads”
Automations chase consistently for you and you step in when the lead is warm.
“Our quotes come with no commitment”
Automated nudges increase the number of customers who reply, book a survey, or ask questions.
“We keep missing calls, responding late”
Instant confirmations reduce anxiety and buy you time while still looking responsive.
“No-shows waste
our week”
Reminder sequences help protect your diary and increase attended surveys.
If you’re losing jobs because follow-up depends on how busy you are, automations fix it.
You’ll save time, reduce admin, and win more of the leads you already generate.
