Keep warm enquiries moving

Know which quotes need attention

Spend less time chasing replies

Plan a timely check-in while the job is still on the customer’s mind, using wording and timing you approve.

Keep track of outstanding quotes, customer replies and the next follow-up, using the information your systems make available.

Free your evenings from typing reminder texts and sorting through inboxes so you can focus on running your crew and doing the work.

How DeskOrbit manages the follow-up loop

Give enquiries and quotes a clear next action. We agree the timing, messages and stop rules, then connect the workflow where your tools support it. Replies and exceptions go back to your team.

Three-step setup built for trade operators

Review your current quote process

Agree follow-up rules

Test the workflow before launch

You set the contact schedule, approved wording templates in your natural voice, and the triggers that immediately halt communication.

We examine how you currently generate estimates, how long customers take to decide, and where quotes typically stall.

We run realistic test scenarios with you to confirm message tone, exception routing, and escalation paths before touching live clients.

Example workflows, subject to setup

Scheduled intervals

Automatic pause

Human escalation

Follow up a quote after an agreed interval, sending a polite reminder via email or SMS using approved trade copy.

Pause when a customer replies or accepts the quote, preventing awkward duplicate messages or mismatched follow-ups.

Flag a pricing question or scope change immediately to the business owner so you can step in with accurate technical detail.

Compatibility, message channels, costs and scope are confirmed during discovery to ensure the setup matches your trade tools and requirements.

Put a follow-up plan behind your next quote

Protect the time you put into pricing jobs with structured follow-ups, agreed guardrails, and reliable oversight for Australian trade businesses.