Settings
Set the timings once and the daily list builds itself from then on.
How long QuoteFlow waits before putting someone on your list.
First follow-up after a quote
Nudge the customer if they haven't replied.
Second follow-up
Only if the first one gets no answer.
Final check-in
The last one. After this the quote is left alone.
Invoice reminder after due date
When to prompt you to chase payment.
4 people at Northfield Property Services.
Mark Halliwell
Owner
Priya Chandra
Office manager
Tom Ashworth
Plumbing & heating
Lewis Barnes
Electrician
QuoteFlow sits alongside these rather than replacing them.
Xero
Invoices synced this morning
QuickBooks
Connect instead of Xero
Gmail
Follow-ups open as drafts
Website enquiry form
New enquiries land here
Checkatrade
Forward leads by email
Spreadsheet import
One-off CSV upload
Appearance
Dark mode is easier to read in low light.
Demo data
Everything you change in this prototype is stored in your browser only. Reset it to put Northfield Property Services back to how it started.