Sample Experience

See Follow-Up in action.

This sample shows how Zevik automatically follows up after a quote is sent.

Start with Follow-Up →← Back to Follow-Up

Works with ServiceM8, Xero and PDF quotes.

The quote

ProjectRoof Restoration
ClientSarah Johnson
Quote value$14,250
SentMonday 9:14am
StatusAwaiting response

What Zevik does next

  1. Day 0 — Quote Sent
    Sarah receives the Roof Restoration quote for $14,250. Zevik begins monitoring.
  2. Day 2 · 9:00am — SMS Follow-Up Sent SMS
    Zevik automatically sends Sarah an SMS reminder. No manual action required.
    Hi Sarah, just following up on the Roof Restoration quote I sent Monday. Happy to answer any questions — Mike
  3. Day 4 · 9:00am — Email Follow-Up Sent Email
    Still no response. Zevik sends a follow-up email automatically.
    Subject: Following up on your Roof Restoration quote
  4. Day 6 · 2:34pm — Client Opened Quote Opened
    Sarah opened the quote link. Zevik records the activity.
  5. Day 7 · 10:18am — Client Responded Follow-Up Complete
    Zevik stops the follow-up sequence automatically.
    Hi Mike, yes I'd like to go ahead. Can we book in for next week?

Contractor View

Client Responded
Follow-up sequence stopped
ProjectRoof Restoration
ClientSarah Johnson
Quote value$14,250
StatusClient responded
Recommended actionCall Sarah

Zevik stops the follow-up sequence once the client responds. No manual intervention required.

Without follow-up, many quotes simply go quiet. Zevik follows up automatically and lets you know when the client responds.

This example uses sample data for demonstration purposes.

Ready to automate quote follow-up?

Start with Follow-Up and make sure every quote gets followed up.

Start with Follow-Up →← Back to Follow-Up