How to Automate Quote Follow-Up in Tradify

Switch on Tradify's own reminders first. For most tradies, I'd start there before paying someone to build another follow-up system. Add personalised messages or call tasks when a quote needs a conversation about scope, options or the customer's hesitation. These first automation priorities for tradies put quote chasing alongside the other work I'd tackle early.

What Does Tradify's Built-in Quote Reminder Do, and Which Plan Includes It?

Tradify automatically chases quotes that customers have not responded to. Its Australian pricing page lists quote reminders from Pro upwards. As at 15 October 2026, Lite costs $48, Pro $52 and Plus $62 AUD per user per month, excluding GST. Custom pricing is by request.

If you're on Lite, check your plan before looking for the reminder settings. Lite lists SMS quotes and invoices, but automatic SMS reminders are listed from Pro upwards.

The native features and SMS charge are published on Tradify's pricing page. The custom layer is a design to scope around your business's tools.

How Do You Turn on Tradify Quote Reminders for All Quotes or One Quote?

Follow Tradify's quote reminder setup instructions:

1. Open Settings > Quotes.
2. Find the Email Reminders section and switch on Send email reminders.
3. Optionally switch on Send Text Reminders, then save.
4. For an individual quote, open the quote and use its Quote Reminders section to switch reminders on or off.
5. Test with a quote sent to yourself. Tradify sends reminders to everyone who received the original quote, including you if you included yourself.

Before enabling SMS, check the customer's mobile number. Tradify says a “Mobile Number field is invalid” error means the number cannot be validated for text messages.

When Do Tradify Quote Reminders Send and Stop?

As at 15 October 2026, Tradify's documented reminder schedule is 7 and 14 days after the quote was sent, plus 3 days before expiry. Reminders stop when the quote expires, is accepted or is declined.

Check the expiry date before sending. Tradify's quote settings documentation says expiry is calculated from the quote creation date.

Keep the status accurate too. Tradify says customers cannot accept or decline quotes in Draft, Expired, Accepted or Cancelled status. I'd include a status check in any weekly review of open quotes.

What Can You Customise in Tradify Quote Reminders?

You can edit the default quote reminder message, up to 220 characters. That is shared wording for every quote, so use it to offer a clear next step rather than refer to an individual job.

For example: “Please review your quote when you have a moment. If you'd like to talk through the scope or options, contact us before accepting.” That is suggested copy, not Tradify's default.

The help articles do not document custom email intervals. For SMS, Tradify explicitly says timing and messages cannot be customised. Its published text reads: “Hi, friendly reminder to review your quote [document_url] from [companyname]. Do Not Reply.”

The “Do Not Reply” wording matters. A customer with a question needs to use the quote link or contact you another way. Tradify supports accepting, declining and commenting through a trackable quote link.

Can You Connect Tradify to Zapier, an API or an AI Tool?

Tradify's official integrations include Xero, MYOB, QuickBooks Online, Stripe and Google Calendar sync. The official pages checked on 15 October 2026 did not list a public API, developer documentation, webhooks or a Zapier app. Ask Tradify to confirm access before commissioning a build.

There are narrower signals to work with. Tradify documents an email notification when a quote is accepted. An inbox workflow could use that email to flag a follow-up for stopping, provided it can reliably match the customer and quote.

Pro also lists an enquiry form, email inbox and customer communications history. Those features do not establish that an outside automation can read quote records directly. You may still need someone to check open quotes and supply the relevant details.

Tradify's SmartWrite feature generates quote and invoice descriptions. The page does not describe AI-written quote follow-up messages. For a broader workflow, see the guide to automating quote follow-ups.

When Is Personalised Follow-Up Worth Building, and What Stays Manual?

I'd consider a personalised layer when the next useful action depends on the job: explaining an option, checking a scope concern or arranging a call. A generic reminder can prompt a decision. A person still needs to decide what to say when the customer's hesitation is unclear.

For a builder or renovator, I would scope the workflow like this:

1. Name the trigger: a person or reliable inbox signal flags a quote still awaiting acceptance. Account for Tradify's existing reminders before adding another contact.
2. Gather useful context: supply the job description, quote value, options, site notes and earlier messages. Reading those details directly from Tradify may stay manual.
3. Prepare the next action: draft a message specific to the job or create a call task with the reason to call.
4. Get approval: have a person check the wording and current status before sending. Pause further follow-up when a reply or acceptance is identified.
5. Record the outcome: log the response and have someone update stale quote statuses where no usable connection exists.

The renovation quote follow-up guide covers that judgement. If you are choosing the underlying software, read the ServiceM8 and Tradify comparison first.

Where Does Truespeak Fit?

For an Australian service business on Tradify that wants personalised quote follow-up built and then run for it, with a person approving every message and a manual step wherever Tradify has no usable connection, Truespeak is built for exactly that.

I design, build and run automation with the tools a business already uses. I have 20+ years in commercial roles, including past e-commerce leadership roles at Optus, Samsung and Nikon. Clients work directly with me, and after launch Truespeak monitors the system, fixes failures, reviews exceptions and improves the rules. A Tradify workflow would need its available connections checked before the design is agreed.

For home builders considering AI automation, the first step is a discovery call. I'd start by checking what Tradify already handles and which open quotes actually need a conversation.