Integrations

Xero Quotes Are Sent. Zevik Helps With the Follow-Up.

By Zevik Editorial Team · 4 min read · April 2026 · For tradies & contractors
Quick answer

Xero is useful for quote creation and accounting, but it does not manage what happens after the quote is sent. Zevik fits into Xero-based workflows to handle follow-up automatically, show client activity, and help contractors know which quotes are worth chasing.

Xero is a common tool for managing business accounts, invoices and quotes. Many contractors use Xero or Xero-connected workflows to create and send quotes.

But once the quote is sent, the same problem remains. What happens after the client receives it?

If the client goes quiet, follow-up can become manual, inconsistent and stressful.

Xero helps create and send the quote

Xero is useful for quote creation, accounting and business records. But many contractors still need a better process for following up sent quotes, knowing whether clients are still interested, and identifying which quotes need action.

That is the post-quote stage.

The follow-up problem

A contractor may send ten, twenty or more quotes in a month. Some clients reply quickly. Some ask questions. Some open the quote and go silent. Some never respond.

Without a follow-up system, the contractor has to remember everything manually. That creates stress and missed opportunities.

How Zevik fits with Xero workflows

Zevik is designed to work after the quote is sent. Contractors can keep using their existing Xero quoting workflow while Zevik manages follow-up and shows quote activity.

Zevik shows which quotes need follow-up, which clients are showing interest, which quotes have gone quiet, and which opportunities are worth chasing.

The benefit for contractors

The value is not just automation. The value is certainty. Contractors get a clearer view of what is happening after each quote is sent. That reduces stress and helps them focus on real opportunities.

Xero helps contractors send the quote. Zevik helps them follow up and know where the quote stands.

Follow up every quote automatically.

Zevik follows up after every quote is sent — SMS and email — and shows you who is worth chasing.

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