Spreadsheets are flexible, but they get messy when you are busy. QuoteChase gives contractors a simpler way to track open quotes, follow-up dates, status, and quote value without maintaining columns and filters.
Join Early AccessA quote tracking spreadsheet usually starts with good intentions. You add customer name, amount, status, and maybe a follow-up column. Then the season gets busy. Rows stop getting updated, dates pass without reminders, colors mean different things, and the sheet becomes one more thing to clean up. For contractors, the problem is not storing quote information. The problem is knowing which open estimates need attention today.
QuoteChase turns the spreadsheet into a focused follow-up board. Each quote has a customer, service, amount, status, and next follow-up date. Instead of sorting columns or scanning stale rows, you open the daily list and work through the quotes that need action. Won and lost quotes stay available for reporting, but they do not clutter the list of customers who still need a response.
Most contractors do not need a complicated quote spreadsheet. A practical tracker should answer a few questions: who is the customer, what service did they ask for, what is the quote worth, what is the current status, and when should I follow up next? QuoteChase keeps those fields front and center so the system stays useful even when you are busy.
Instead of building formulas or conditional formatting, set a follow-up date when you add the quote. A simple rhythm is one to two business days after sending the estimate, again around day five, and again around two weeks if the customer has not decided. QuoteChase shows today's follow-ups and overdue quotes automatically, so missed dates are easier to catch.
A painter can track open interior and exterior quotes. A pressure washing business can track seasonal driveway and siding estimates. A handyman can track repair and punch-list jobs. A cleaner can track one-time deep cleans and recurring service quotes. The workflow stays the same across trades: add the quote, set the next follow-up, update the status, and keep open quote value visible.
Some businesses still want spreadsheet access for reporting, bookkeeping, or backup. QuoteChase can support CSV export on higher plans, but the day-to-day work happens in a cleaner follow-up board. That gives you the best part of a spreadsheet without making your spreadsheet the place where follow-up goes to die.
For contractors, the best alternative is a simple follow-up board that tracks quote status, value, and next follow-up date without manual sorting.
Yes. CSV export is planned for paid plans so you can keep records without managing follow-up in a spreadsheet.
That is the goal. QuoteChase is designed around the daily follow-up list instead of blank rows, filters, and manual date checks.
Join early access and help shape QuoteChase for contractors and small service businesses.