Zevik Follow-Up

Never let a quote go cold.

Automated quote follow-up by SMS and email so every opportunity gets a response.

Start with Follow-Up →See Follow-Up Example
  • ✓Works with ServiceM8
  • ✓Works with Xero
  • ✓PDF uploads

Most quotes don't get rejected. They get forgotten.

Quote sent
Kitchen Renovation — $4,800
No response
Days pass. The quote goes quiet.
Missed opportunity
The job goes to whoever followed up.

Follow up every quote automatically.

1
Send your quote
Upload a PDF or sync from ServiceM8 or Xero.
2
Zevik follows up
Automated SMS and email go out on your schedule, and pause when a client replies.
3
Get responses
Replies land in Zevik so you know who to call back.

Watch Follow-Up in action.

Start with Follow-Up →See Follow-Up Example
Quote #1034 · Alex T.Kitchen Reno
  • Quote sent
  • SMS sent
  • Email sent
  • Client respondedJust now
  • Follow-Up Complete
Never miss a follow-up
Every quote gets chased automatically, even on your busiest weeks.
Stop chasing manually
No more reminders or sticky notes — Zevik does the chasing for you.
Know when clients respond
See replies as they come in and act on the warm ones first.
Works with your workflow
ServiceM8, Xero, or a plain PDF — keep the tools you already have.
See Follow-Up in action
See Follow-Up Example →

What is automated quote follow-up?

Automated quote follow-up is software that follows up on the quotes you've sent — by SMS and email — without manual chasing. After you send a quote, Zevik Follow-Up reaches out on a set schedule and pauses as soon as the client replies, so every opportunity gets a response and nothing slips through.

Want full visibility after the quote?

Visibility shows you what clients do after you send a quote — opens, listens, questions, and callbacks.

  • ✓Client quote pages
  • ✓Audio walkthroughs
  • ✓Questions & callback requests
  • ✓Engagement signals
  • ✓Client activity timeline
  • ✓Client activity signals
Explore Visibility →

Frequently asked questions

How does quote follow-up work?

Once a quote is uploaded or synced, Zevik sends automated SMS and email follow-ups based on your chosen schedule. Follow-ups stop automatically when a client responds.

Can I use my existing quote software?

Zevik works alongside ServiceM8, Xero, and accepts PDF uploads.

When do follow-ups stop?

They pause the moment a client responds, so no one gets chased after they have already replied.

Do I have to write the messages?

No. Zevik sends ready-to-go follow-up messages for you, and you can review them anytime.

How do I know when a client responds?

You will see the response in Zevik and get notified, so you know who to call back.

Is there a free trial?

Yes — a 14-day free trial, no credit card required.

Make sure every quote gets followed up.

Start your 14-day free trial — no credit card required.

Start with Follow-Up →See Follow-Up Example