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ServiceM8 quote workflow · updated 5 August 2026

ServiceM8 quote follow-up templates: four useful touches, then stop.

ServiceM8’s Automation add-on can follow up a quote by email, SMS, or both. Although its documentation permits up to five follow-ups, a shorter finite sequence can cover receipt, questions, genuine timing, and closeout without endless chasing.

Independent guide: QuoteChime is independent and is not affiliated with ServiceM8. It drafts text in your browser; it does not connect to ServiceM8, inspect jobs, use SMS credits, or send a message.

What ServiceM8 currently supports

ServiceM8 documents Quote Follow Up as a pre-built Automation add-on. You can customise timing and template messages, choose email and/or SMS, and configure up to five follow-ups. Its documentation says the automation runs while the job remains at the Quote stage and describes conditions under which a reply, quote acceptance, or status change cancels or pauses follow-up. SMS messages use ServiceM8 text credits.

Check ServiceM8’s current Quote Follow Up Automation guide · Check ServiceM8’s current Automation overview

A practical four-touch sequence

Use delays that suit the size and urgency of the actual job. Replace every bracketed field, keep SMS concise, and preview the channel-specific result inside ServiceM8 before turning the automation on.

1. Confirm receipt

Hi [first name], just checking the quote for [work] reached you okay. If you have any questions about what is included, reply and I will help. — [your name], [business]

2. Invite one useful question

Hi [first name], I am following up on the quote for [work]. Is there anything you would like clarified about the scope, options, or next step before you decide? — [your name], [business]

3. Share only genuine timing or expiry information

Hi [first name], a quick update on the quote for [work]: [choose one truthful fact—our current availability is … / the written quote is valid until …]. If you would like to proceed or change anything, reply and I will confirm the current details. — [your name], [business]

Use only a date or availability window already supported by your quote and current schedule. Never turn a generic automation delay into an invented deadline, discount, or reserved slot.

4. Close the loop

Hi [first name], I have not heard back about the quote for [work], so I will close it for now rather than keep following up. If you want to revisit it later, reply and I can confirm the current scope, price, and availability. — [your name], [business]

Configure the stop rules before the copy

  1. Confirm how replies are detected for each channel you use.
  2. Confirm that acceptance and the job-status changes in your workflow stop the sequence as expected.
  3. Review any existing client conversation before restarting or manually sending another message.
  4. Test with an internal job before using the automation on a live quote.

ServiceM8 can automate delivery; QuoteChime only helps draft editable wording. Your business remains responsible for the recipients, facts, consent, timing, configuration, and final message.

Need the closeout in three tones?

The A$1 Final Follow-up Card gives you warm SMS, direct SMS, and clear email variants plus a 60-second pre-send check. It is a one-time download, not ServiceM8 software or a subscription.

Use the free generator

One A$1 AUD charge. No reply, booking, sale, or revenue outcome is guaranteed.