Construction
Construction work is won on follow-up. The quote that gets chased is the quote that gets answered, and many quotes never get chased, because the estimator who sent it is already on the next job.
What usually happens
- Quotes go out and nobody chases them
- Tenders tracked across spreadsheets and WhatsApp groups
- No record of which client was called back, or when
- Jobs lost to whoever followed up first
How we help
- Every tender and quote logged against a client
- Reminders to chase each quote until it is answered
- One pipeline showing which jobs are live, stalled or won
- Quotations and invoices held against the same record as the lead
From first enquiry to outcome
The same five steps every time, so nothing depends on memory.
- 1Enquiry arrives by WhatsApp, call or referral
- 2Logged as a lead and assigned to an estimator
- 3Site visit booked, quotation prepared and sent
- 4Follow-up reminders run until the client responds
- 5Won job moves through to invoicing
What changes
Every quote gets chased, not just the ones someone remembers
You can see which tenders are stalling while there is still time to act
Handovers between estimators stop losing detail
Products usually involved
We recommend only what your business needs. These are the products most often used in this sector.
Clickatrix Sales System
Enquiry management and sales conversion
Explore the Sales System