Quotes

Follow up on a quote without lifting a finger

Lever nudges customers who haven't responded, so quotes don't go cold while you're on the job.

About 2 minUpdated Jul 2026

Most quotes that die don’t get a “no” — they just get forgotten. Lever follows up for you, so a busy day on site doesn’t cost you the job.

How follow-ups work

After you send a quote, Lever keeps an eye on it. If the customer hasn’t responded, it sends a friendly reminder on your behalf — polite, in your name, at a sensible interval. You don’t have to remember a thing.

  1. See a quote's follow-up state

    Open a sent quote and you’ll see whether a reminder is scheduled or already went out. It’s on by default, so this works without any setup.

    app.getlever.ai
    Automatic follow-ups
    Quote sentMon
    Reminder sentThu
    Next nudgeSun

Turn it off for a quote

Some jobs don’t need chasing — you already spoke to the customer, or it’s a friend. You can switch off follow-ups on any individual quote without affecting the rest.

A single well-timed nudge wins back a surprising number of jobs. Unless you’ve already got a firm yes or no, it’s usually worth leaving follow-ups on.

Common snags

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