One of the most common things we hear from new users is: "I kept putting it off because I thought it would be complicated."
It's not.
WinYourQuote is built for tradies, not tech teams. Most users are set up and sending their first automated follow-up before they finish their morning coffee. This guide walks you through each step so you know exactly what to expect.
Total time: under 10 minutes.
Before You Start
You'll need:
- A WinYourQuote account (sign up free at app.winyourquote.com)
- The email address you use to send quotes from (Gmail, Outlook, or any business email)
- 10 minutes
That's it. No credit card required to get started. No software to install.
Step 1: Create Your Account (2 minutes)
Head to app.winyourquote.com and sign up with your email address.
You'll be asked for:
- Your name and business name
- What type of trade business you run (electrician, plumber, roofer, landscaper, etc.)
- The country you operate in (Australia or UK)
This information helps WinYourQuote set sensible defaults for your follow-up timing — for example, ensuring emails are never sent outside business hours in your time zone.
Tip: Use your business email address, not a personal one. Follow-up emails will be sent from this address, so it should match what your customers already recognise.
Step 2: Connect Your Email (2 minutes)
WinYourQuote uses your existing email to send follow-ups — so your customers receive messages from an address they already know (e.g., mike@mikes-electrical.com.au), not from some generic tool address.
In the Settings → Email tab, click Connect Email and choose your provider:
- Gmail / Google Workspace — click the Google button, sign in, and grant permission. Done.
- Outlook / Microsoft 365 — click the Microsoft button, sign in, grant permission. Done.
- Other providers (SMTP) — enter your SMTP host, port, username and password. Your email provider's help centre will have these details.
WinYourQuote will send a test email to confirm the connection is working.
Step 3: Write Your Follow-Up Template (3 minutes)
This is the message WinYourQuote will send on your behalf to customers who haven't responded to your quote.
You can use our default template, or write your own. We recommend personalising it slightly so it sounds like you.
A great starting template:
"Hi {{customer_name}}, just following up on the quote I sent through for {{job_type}}. Happy to answer any questions or adjust anything if needed — just reply here or give me a call on {{your_phone}}. Cheers, {{your_name}}"
The {{placeholders}} are filled in automatically from the quote details you enter. So if you sent a quote to "Sarah" for a "bathroom renovation," the message will read:
"Hi Sarah, just following up on the quote I sent through for the bathroom renovation..."
It sounds personal because it is. WinYourQuote just removes the manual work.
Tip: Keep it short and friendly. Under 5 sentences. No pressure. The goal is to open a conversation, not close a sale in one message.
Step 4: Set Your Follow-Up Timing (1 minute)
In the Settings → Timing tab, choose when follow-ups should go out.
Recommended settings:
- First follow-up: 48 hours after quote sent
- Second follow-up: 5 days after quote sent (if no reply to the first)
- Stop automatically: When a customer replies to any message
You can also set:
- Business hours only (e.g., Mon–Fri, 8am–5pm) — highly recommended so you don't contact customers at 11pm
- Quiet periods (e.g., public holidays in your state)
Once saved, these settings apply to every quote going forward. You set it once and it runs in the background automatically.
Step 5: Add Your First Quote (2 minutes)
Now the fun part. Add a quote to WinYourQuote so it can start following up on your behalf.
Go to Quotes → New Quote and enter:
| Field | Example |
|---|---|
| Customer name | Sarah Johnson |
| Customer email | sarah.johnson@gmail.com |
| Job type | Bathroom renovation — full rewire |
| Quote value | $3,400 |
| Date quote sent | Today |
Click Save, and WinYourQuote takes it from there. The follow-up clock starts immediately. In 48 hours (during business hours), Sarah will receive your follow-up email automatically.
If Sarah replies, WinYourQuote stops all follow-ups for this quote and notifies you instantly. If she doesn't reply, she'll receive a second gentle nudge on day 5.
What You'll See in Your Dashboard
Once you have a few quotes in the system, your dashboard will show:
- Quotes Sent — all quotes currently tracked
- Followed Up — quotes where at least one follow-up has been sent
- Won Back — quotes where the customer replied after a follow-up and converted
- Revenue Won Back — the total dollar value of jobs recovered this month
This data compounds over time. After a month, you'll have a clear picture of your actual follow-up recovery rate and the revenue it's generating.
You're Done
That's all there is to it. From account creation to first automated follow-up: under 10 minutes.
Most WinYourQuote users tell us they wish they'd set it up earlier — not because the tool is complicated, but because they spent months manually chasing quotes (or not chasing them at all) when it could have been running in the background the whole time.
The quotes you've already sent aren't coming back. But every quote from today onwards has a follow-up behind it.
Start your free 14-day trial →
Frequently Asked Questions
Do I need to change how I send quotes?
No. Keep using whatever you use — Xero, ServiceM8, Tradify, PDF, plain email. WinYourQuote works alongside your existing process. Just add the quote details to WinYourQuote after you send it.
What if a customer accepts before the follow-up goes out?
Just mark the quote as "Won" in your dashboard. WinYourQuote will cancel the scheduled follow-up automatically.
Can I edit the follow-up message after it's been scheduled?
Yes. You can edit or cancel any scheduled follow-up right up until the moment it's sent.
Does it work for SMS follow-ups too?
Email follow-ups are available now. SMS is on the roadmap — join the waitlist to be notified when it launches.