EV charger quote2 days old · SMS follow-up due
$2,850
For tradies & service businesses
Recover lost jobs you already quoted.
Quote Rescue helps busy operators stop warm leads slipping through the cracks with a simple follow-up tracker, copy-ready scripts, and a daily rescue dashboard workflow.
No CRM migration
No auto-sending
CSV & spreadsheet friendly
Today’s rescue list
7 quotes need chasing
$18.4k open
Due today4
Overdue3
Hot2
Retaining wall leadPartner approval objection
$6,400
Off-grid systemReactivation follow-up
$9,200
Suggested message
“Hi Jess, just checking in on the quote I sent. Did you want to go ahead, change anything, or leave it for now?”
The leak nobody tracks
You paid for the lead. You did the quote. Then it vanished.
Quotes go quiet
Customers get busy, compare options, lose the email, or wait for reassurance.
Follow-up lives in your head
Texts, notes, diaries, inboxes and spreadsheets turn into “future me will remember.”
Money leaks out
Warm opportunities become dead leads simply because nobody closed the loop.
The rescue workflow
A simple system for the quotes most businesses forget.
Quote Rescue is deliberately lighter than a CRM. It sits on top of whatever you already use and turns old or active quotes into a clear chase list.
1
Capture the quote
Drop leads into the tracker or upload/export a CSV from your current tool.
2
See what needs action
Due today, overdue, hot leads, old quotes, and total open value become visible.
3
Send the right follow-up
Copy a friendly SMS/email script matched to the situation: no reply, price, partner approval, timing, or final check-in.
4
Recover or close the loop
Mark won, booked, lost, or reactivation later. Nothing needs to stay floating in your head.
Why this matters
Two extra recovered jobs can change the month.
If your average quote is $3,500 and you recover just two jobs that would otherwise go cold, that is $7,000 in work from opportunities you already earned.
Example recovery math
Average quote$3,500
Extra wins/month2
Potential recovered work$7,000/mo
Illustrative only — not a guarantee. The point is to stop wasting quoted opportunities.
Start simple
Pick the level that matches where your business is today.
Quote Rescue Kit
A ready-to-use tracker, scripts, setup guide, status guide, and weekly review checklist for businesses that want to start today.
- PDF guides
- XLSX + CSV tracker
- Follow-up scripts
- 15-minute setup flow
Daily Rescue Dashboard
A lightweight web app concept: upload your leads/quotes CSV and get a daily list of hot, overdue, and dormant opportunities to chase.
- CSV import
- Hot/overdue scoring
- Copy-ready messages
- No CRM migration
Done-for-you setup
For operators who want the system installed for them: import old quotes, configure reminders, and build the rescue workflow around their tools.
- Quote import
- Workflow setup
- Reminder structure
- Owner/staff handoff
Built for busy operators
Best fit: trades and service teams with enough quotes to lose track.
Solo operators and 2–10 person teams usually do not need a giant CRM. They need visibility, reminders, and the words to send when a warm quote goes quiet.
ElectricalSolar & off-gridHVACPlumbingLandscapingFabricationMarine/mobile servicesPest control
Questions before you try it
Built to avoid the usual software headaches.
Is this another CRM?
No. Quote Rescue is a follow-up rescue layer. Use whatever quoting system, spreadsheet, notes, or software you already have.
Does it message customers automatically?
Not by default. The early workflow keeps you in control: copy the suggested message, send it yourself, and update the status.
What if my quotes are messy?
That is normal. The point is to turn scattered quote history into a simple “who needs chasing today?” list.
Can old quotes still convert?
Often, yes. “Dead” leads are sometimes just dormant: customers got busy, delayed the decision, or needed a professional nudge.
Stop guessing where the work went
Start rescuing the quotes already sitting in your business.
Grab the kit today or help shape the web app beta if you want the daily dashboard version.