Quote Rescue Kit for Tradespeople
Keep track of quotes, job status and customer follow-ups in one Excel workbook.
Quote Tracker
| Job | Quote | Status | Next follow-up |
|---|---|---|---|
| Kitchen fitting | £2,400 | Quoted | Monday |
| Fence repair | £480 | Won | – |
| Hallway flooring | £760 | Quoted | Thursday |
One simple toolkit. More control over your quotes.
Keep your quotes organised in one Excel workbook, with a clear view of customers, quote values and follow-up dates.
Ready-to-use follow-up templates help you find the words. Personalise and send each message yourself.
£19.99 one-off purchase. Includes the Excel workbook and a separate two-page Quick Start PDF. Download both files from Payhip after purchase.
Watch the Quote Rescue Kit demo
See how to log a quote, plan your next follow-up and personalise a message in Excel. The demo uses fictional customer data.
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More products coming soon
More practical tools for tradespeople and small businesses are on the way. We welcome bespoke automation requests, from enquiries and quote follow-ups to everyday admin. Tell us what takes up your time and we’ll discuss what’s possible.
Get startedContact Routine Spark
Quote Rescue Kit questions or a bespoke automation idea?
Email Routine Spark