Attention:
Imagine wrapping up a big job, only to spend your evening manually typing out quotes for tomorrow’s leads. By the time you send them, half have already booked with someone else.
Sound familiar?
Interest:
Most tradies spend 1–3 hours a day just writing up quotes. That’s 5–15 hours a week you could be on the tools, managing your team, or finally getting home before dark.
Quoting doesn’t have to be manual. It doesn’t have to chew up your time or delay your cashflow.
What if your quotes could send themselves while you focus on the work that actually pays?
Desire:
Here’s how you can automate your quoting process in under an hour, even if you’re not tech-savvy:
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Capture jobs automatically with an online form
Create a simple form (Google Forms, Jotform, or your website) where customers enter their job details. No more back-and-forth texts to figure out basic info.
Why this matters: You get clear details upfront, ready for quoting without chasing.
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Connect it to your CRM or job system
Use Zapier or Make to push new form submissions straight into your CRM or job software. Leads are instantly saved, assigned, and ready to quote – no copy-pasting needed.
Why this matters: Never lose a lead or forget to quote again.
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Send automated quote emails with your logo & terms
Set up an automation that sends a templated quote email within minutes of receiving a request. Personalise it with job details pulled straight from the form.
Why this matters:
- Beats competitors with instant replies
- Builds trust and professionalism
- Increases your quote acceptance rate
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Follow up automatically
Add a simple follow-up reminder if a quote isn’t accepted within 48 hours. Automated SMS or email follow-ups can increase approval rates by 30–50%, without you lifting a finger.
💡 What does this mean for you?
- More jobs won – because you’re first to quote
- More time – focus on jobs, not admin
- Less stress – no forgotten quotes or lost leads
This isn’t some big IT system overhaul. You’re simply adding automation that works alongside your current tools – no switching, no headaches.
Action:
👉 Ready to stop wasting hours quoting?
At Swifto, we specialise in tradie-focused automations that work with your existing systems to save you time, grow your business, and get you home earlier.
🔗 Start your free automation trial today and see how fast quoting can be.
⚡ Don’t let another day go by stuck in admin.
Automate your quoting process today and win back your time.