Follow-Up Quote Template
Turn every service visit into repeat revenue. Generate a professional quote for recommended or additional work — with line items, priority indicators, and a client approval link — all in one place.
Similar to Jobber but lighter and free to start.
Create your follow-up quote
Minimum required: client name, service date, and at least one quoted item.
How it works
From service visit to client approval in four steps
Enter service details
Add the service date, address, and a summary of your findings from the visit.
Add quoted items
List each recommended job with category, priority, quantity, and rate. Totals calculate automatically.
Preview & send
Review the professional quote preview, then send a secure approval link to your client.
Client approves
Your client reviews the quote and approves or requests changes — no login needed on their end.
Ready to track approvals & send reminders?
Upgrade to FieldKit Pro to track which clients approved, send automatic expiry reminders, and view conversion analytics across all your follow-up quotes.