QQuoteChaseResource

How to track open quotes without a spreadsheet.

A spreadsheet is better than memory, but it can still become one more thing to maintain. A quote tracking system should make the next follow-up obvious.

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Track the few fields that matter

Customer name, service, quote amount, status, and next follow-up date are usually enough to run a practical quote follow-up process.

Separate open quotes from history

Your daily work should focus on open quotes. Won and lost quotes matter for reporting, but they should not clutter the follow-up list.

Review the list every morning

A quote tracker works best when it becomes a quick daily habit. Open the list, send the follow-ups, and update statuses.

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Want a simple follow-up board for your quotes?

Join early access and help shape QuoteChase for contractors and small service businesses.

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