For trades and installers

Chase every quote. Get your evenings back.

Quotes go out and nobody follows up. The admin waits for the evening. Old customers never hear from you again. Start with a free review of how your quotes turn into booked jobs.

  • A quote-to-booking review
  • How you follow up past customers
  • The first fixes

Free, with no obligation. See how it works

Electricians, roofers, and window and door installers are examples. The same set-up can work for other trades.

  1. 1Enquiry
  2. 2Quote sent
  3. 3Job booked
  4. 4Job done
  5. 5Service due
Pillar 1 New enquiriesPillar 2 Existing customers, from day one

The problem

Where the jobs slip away, and where the evenings go.

  1. 01

    Quotes sent and never chased

    The quote goes out. Nobody follows it up, so the customer goes elsewhere.

  2. 02

    Enquiries missed on the job

    The phone rings while you are up a ladder.

  3. 03

    Admin done in the evenings

    Quotes, bookings and reminders wait until the day is over.

  4. 04

    Old customers never asked back

    Nobody prompts them for a service or the next job.

  5. 05

    Reviews not requested

    A happy customer would leave one. Nobody asks.

Pillar 1

New enquiries: quoted, chased and booked.

From the first call to a booked job, without the evening admin.

01

First response

A system can handle
  • Acknowledges enquiries while you are on a job
  • Asks the basics: what, where and when
Your team still does
  • Prices the job
  • Visits when needed
02

Quote follow-up

A system can handle
  • Tracks every quote you send
  • Follows up on a schedule you set
Your team still does
  • Answers questions
  • Adjusts the quote
03

Booking

A system can handle
  • Books the survey or the job
  • Sends reminders before you arrive
Your team still does
  • Does the work

Pillar 2

Your past customers: servicing, old quotes and reviews.

Past customers and old quotes are already on your books. This starts on day one with the records you already hold, not only new jobs.

We check how your list was collected and who has opted out before anything is sent. Results depend on your business, your list and its permissions.

01

Aftercare

A system can handle
  • Checks in after a job is done
Your team still does
  • Sorts anything that needs a visit
02

Service and maintenance

A system can handle
  • Reminds past customers when a service, safety check or maintenance visit is due
Your team still does
  • Sets the intervals and does the visit
03

Old quotes

A system can handle
  • Gets back in touch about quotes that never went ahead
Your team still does
  • Decides which quotes are worth another go
04

Reviews and referrals

A system can handle
  • Asks for a review or a referral after a completed job
Your team still does
  • Approves the wording

The free review

Your free quote-to-booking review.

One free review, covering new enquiries and the customers you already have.

What you get

  • 1
    A review of how a quote becomes a booked job today: what is sent, when, and what happens next
  • 2
    A look at how you follow up past customers and old quotes
  • 3
    The first fixes we would suggest

What we need from you

  • Your website, if you have one
  • Answers to three quick questions
  • Optional: a short call about how you quote

The review is done by a person at AscendX. You know the trade. We look at the follow-up and admin around it.

After your review

The work we can set up with you.

Proposed scope, agreed with you after your free review. Nothing here is switched on until you approve it.

Quote tracking

Every quote you send, in one place.

Quote follow-up

Scheduled follow-ups on every sent quote.

Booking

The survey or job booked, with reminders.

Aftercare and reviews

A check-in after the job, then a review request.

Service reminders

Service and maintenance reminders for repeat work.

CRM tracking

Where every enquiry and customer is, and revenue linked to follow-up.

Scoped after your free review. No prices on this page.

What we'd track

See where every enquiry and customer is.

A simple CRM view of each person in the journey, with revenue linked to follow-up.

Journey viewExample view, not real data
Enquiry
J. AdeyemiRewire, three-bed houseDetails asked
Revenue linked to follow-up
Quote sent
S. CarterRoof repair quoteFollow-up sent
Revenue linked to follow-up
Job booked
L. NovakWindow surveyReminder sent
Revenue linked to follow-up
Job done
R. EvansDoors fittedReview asked
Revenue linked to follow-up
Service due
K. ShahAnnual check dueReminder sent
Revenue linked to follow-up

Revenue linked to follow-up shows who was followed up and later paid. It does not prove the follow-up caused the sale. That needs a proper test, such as a group that gets no follow-up.

Free review

Start with your free review.

Your free quote-to-booking review, with the first fixes we would suggest.

Your questions, answered

Still deciding? Start with the free review.

What do you do with my details?

We use them to prepare your free review, send it to you and talk to you about it. We only send marketing emails if you tick the consent box, and you can ask us to delete your details at any time. See our privacy notice for the full picture.

Do I need to change my software?

No. We work with the tools you already use, where they allow it. If something is missing, we say so in your review before anything is set up.

Do you know my trade?

We don't claim to. You know the work. We set up the follow-up and admin around it.

Will it send quotes for me?

No. You price the job. It tracks the quotes you send and follows them up on the schedule you choose.

Can it contact my old customers?

Yes, if your records allow it. We check how your list was collected and who has opted out before anything is sent.

What does it cost?

The review is free. The work behind it is scoped after your review, and you see the scope and price before anything starts. There are no prices on this page.