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Quote & Follow-Up Tracker for Home-Service Businesses

Track every quote you send, see who’s due for a follow-up, and copy the exact message to send. Made for HVAC, plumbing, electrical, cleaning, landscaping, roofing, pest control, pool, and handyman businesses.

A free template from Copy Paste Paid.

More free message templates: https://copypastepaid.com

Your three databases

Quotes

Message Templates

AI Prompts

What this is

Plenty of jobs slip away simply because nobody followed up. The customer got busy, meant to call back, and forgot. A friendly text two days later often brings them back.

This template keeps it all in one place:

• Quotes: every quote you send, its status, and the date of the next follow-up.
• Message Templates: 24 ready-to-send texts and emails for the moments that come up every week: missed calls, sending a quote, follow-ups, running late, change orders, finished jobs, review asks, and payment reminders.
• AI Prompts: 8 prompts for ChatGPT, Claude, Grok, or Gemini that help you write quotes, check your price, follow up, and reply to reviews.

No AI experience needed. Every template works as-is.

5-minute setup