Quote Chase Desk

Use this when a new owner first opens Quote Chase Desk (quote/estimate follow-up template for trades) and needs one-at-a-time setup before any real follow-ups.

Use this when logging a new quote/estimate, updating its stage, or building the morning "quotes due a touch today" list for a trades shop (Quote Chase Desk).

Use this when drafting a paced follow-up (touch 1–3, close-out, or 30/60/90-day reopen) for a quiet quote or estimate from a trades shop.

Use this when a customer replies to a quote follow-up (text or email) and you must stop the sequence, classify the reply, and hand it to the owner.

Use this before texting any customer (quote follow-ups, reminders, review or recall asks), and whenever a message contains STOP, unsubscribe, or a request not to be contacted.

Use this before sending any SMS, email, or external message to a customer unless the owner already approved that exact send or granted a narrow standing permission.

Every weekday morning, lists the quotes due a follow-up today and offers to draft them for the owner's approval.

Every weekday afternoon, checks for customer replies to quote follow-ups, stops those sequences, and hands each reply to the owner.