The Chase — Automatic Quote Follow Up for Trade Businesses
The Chase automatic quote follow up

Inside Cortex · Growth + Elite

You sent the quote. The Chase does the rest.

Every unsigned quote gets followed up automatically. SMS and email reminders go out on a set schedule until the customer signs or says no. No manual chasing. No forgotten quotes. No money left on the table.

Get The Chase working for your business See what unsigned quotes cost you

The problem

Nearly half of all tradies send a quote and never follow up once.

You did the hard work. You drove to the job. You measured it up. You went home and built the quote at night. You sent it. And then you got busy and never followed up.

The customer did not necessarily say no. They got busy too. The quote sat in their inbox. Life happened. They meant to call back. They forgot. And the job that was yours went to the sparky who sent a reminder.

Industry data shows 68% of trade quotes are accepted after a second or third follow up. Most tradies never send one. That gap, between the quote you sent and the follow up you did not, is where the money goes.

That is what The Chase fixes.

What The Chase does

Quote goes out. The Chase takes over. You get back on the tools.

The Chase runs silently in the background from the moment a quote is sent. Here is what happens.

1

The quote goes out unsigned

The customer receives the quote. The Chase starts watching. If they sign, it stands down. If they do not, it gets to work.

2

Reminders go out on your schedule

SMS and email reminders go out at set intervals. The timing and wording are configured during onboarding to match how your business communicates. The messages sound like you, not like a system.

3

The sequence stops the moment they respond

Customer signs, sequence stops and you get a notification. Customer says no, sequence stops and quote is archived in The Pulse. Customer goes quiet and the sequence runs its full course, quote is marked closed. No manual management at any point.

4

A reply comes back? A human picks it up.

The Chase handles the outbound reminders. The moment the customer replies with a question or wants to talk, that message lands in your Cortex inbox. You pick it up when you are between jobs. The conversation stays alive without you managing it from scratch.

Same quote. Two very different outcomes.

Without The Chase. And with it.

Without The Chase

  • Quote sent Wednesday evening. $2,800 switchboard upgrade.
  • No response by Friday. You mean to follow up.
  • Monday gets busy. You forget.
  • Two weeks later the quote is still open. Too late to chase now.
  • Customer booked someone else on day five. Job lost. $2,800 gone.

With The Chase

  • Quote sent Wednesday evening. $2,800 switchboard upgrade.
  • Friday: The Chase sends a friendly SMS reminder automatically.
  • Customer replies: "Sorry, been flat out. Can we do Tuesday?"
  • Reply lands in your inbox. You confirm the time at smoko.
  • Job booked. $2,800 in the calendar. You never thought about it after Wednesday.

Available on Growth and Elite. Set up in 14 days. Done for you.

Get The Chase in your business →

The maths

What are unsigned quotes costing you?

68% of trade quotes are accepted after a second or third follow up. Most tradies never send one. Enter your numbers to see what that gap is worth.

How many quotes do you send each month?

Avg quoted job value

What % of quotes do you currently win?

Unsigned quotes are costing you

$54,000

per year in quotes that went cold without a follow up.

That is roughly 3 extra jobs per month that systematic follow up typically recovers.

Working: quotes sent × quotes not won × 20% recovery rate × average job value × 12 months. The 20% recovery rate is a conservative industry figure for what automated follow up typically recovers from cold quotes.

Get The Chase recovering those quotes →

Part of the system

The Chase connects the quote to the calendar.

A customer comes through The Door, your enquiry form, or calls through Tilly and gets a quote. That quote sits unsigned. The Chase picks it up and follows up until there is a result.

When the customer accepts, their details are already in The Pulse and they can book a time through The Diary. The whole sequence from enquiry to confirmed job runs without you managing each step. Once the job is done, Halo sends the review request. The Chase wins the job. Halo builds the reputation that brings the next one in.

The Chase is included in Growth and Elite tiers. Not available on Starter. See all plans →

Cortex is built on infrastructure ranked in the global Top 100 by G2, named Best Enterprise CRM Solution at the 2025 MarTech Breakthrough Awards, and recognised by Deloitte as one of the fastest-growing technology companies in North America. The Chase runs on that same foundation. Reliable sequencing. Tested at scale.

Why I chose this platform →

The Chase is included in Growth and Elite. Set up in 14 days. Done for you.

See pricing and get started →

Common questions

Questions about The Chase

How does automatic quote follow up work for tradies?
When a quote goes unsigned, The Chase triggers a sequence of SMS and email reminders to the customer on a schedule you set during onboarding. A typical sequence might send a reminder two days after the quote, another five days after that, and a final message a week later. Each message is written in your business name and tone. If the customer signs at any point, the sequence stops automatically. If they decline, it stops. If the sequence ends with no response, the quote is marked as closed. You do not manage any of this manually.
Does The Chase send generic messages or does it sound like my business?
The messages are written to sound like you during onboarding. We set the tone, wording, and timing based on how your business communicates. The customer receives an SMS or email that reads as if someone from your team sent it personally. Nothing generic. Nothing that makes it obvious the message was automated.
What if the customer responds to a follow up message?
Their reply lands in your Cortex inbox for you or your team to pick up. The Chase handles the outbound follow up. The moment a real conversation starts, a human takes over. On the Elite tier, Conversation AI can handle inbound SMS replies automatically, answering common questions and keeping the conversation moving until you are free to step in.
Will customers find it annoying to receive follow up messages?
Industry data shows that 68% of trade quotes are accepted after a second or third follow up, and that most customers who receive a polite reminder appreciate the prompt rather than find it pushy. The Chase is set up with sensible gaps between messages and wording that stays friendly and professional. It is not a daily barrage. It is a structured, respectful nudge that reminds the customer your quote is still open.
What happens when a quote is accepted through The Chase?
You receive a notification that the quote has been accepted. The sequence stops immediately. The customer details and job information are already in The Pulse. From there the job moves into your calendar and workflow. If you have The Diary set up, the customer can book a time directly. The Chase hands off cleanly to the next part of the system.
Which Cortex tiers include The Chase?
The Chase is included in the Growth tier at $297 per month and the Elite tier at $697 per month. It is not available on the Starter tier. The Founding Five offer means the first five customers pay just a small setup contribution instead of the standard fee, with their monthly rate locked permanently.

Right, here's the thing.

The quote you sent last Tuesday is still sitting in someone's inbox right now.

They have not said no. They have just not said yes yet. Find out what your unsigned quotes are worth and how many The Chase would recover.

Calculate your unsigned quote cost

Or see what's included in each tier →