Turn sent quotes into scheduled work
The quote is not finished when you press send.
Taskr keeps every quote in a visible pipeline, records customer activity and prompts the next follow-up so warm work does not quietly go cold.
What it looks like
Familiar signs the process has outgrown the team.
- Quotes are sent but nobody owns the follow-up
- Customers approve by text and the office misses it
- The team cannot explain how much work is sitting in the pipeline
- Follow-ups depend on the owner remembering at night
Quoting consumes site time, estimating time and supplier calls before it earns a dollar. Without a follow-up system, that investment can expire unnoticed.
Product solution
Give the next action a place, an owner and the right context.
01
Quote pipeline
See drafts, sent quotes, viewed quotes, follow-ups, approvals and declines in one place.
02
Consistent follow-up
Give each quote an owner and next action so follow-up happens during work hours, not from memory.
03
Quote-to-job handover
Turn approved scope into scheduled work without retyping the customer, site, labour and materials.
The working rhythm
A simple workflow the team can repeat.
Send
Issue a clear, branded quote while the job is still fresh.
Follow up
Keep the next contact date and conversation attached to the quote.
Book
Convert approved scope into a job and schedule it for delivery.
What improves
More control without adding another layer of admin.
- A measurable quote pipeline instead of a sent-email folder
- Faster response when a customer is ready to proceed
- Less estimating effort lost to silence
FAQ
Frequently asked questions
Does Taskr automatically accept a quote for the customer?
No. The customer approves the quote. Taskr helps your team keep the quote visible, record the decision and move approved scope into delivery.
Can we see which quotes still need attention?
Yes. Quotes can be grouped by status, owner and next action so the team can work a follow-up list instead of searching through email.
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