Trades: Quote to Job
Win the job, book it in, and collect the review
By LUCY·Trades and home services
For plumbers, electricians, builders, cleaners and other home-service businesses. Every enquiry is answered with what happens next, a call-and-quote task lands on your team and is chased if the customer goes quiet, a booked job gets a clear confirmation, and a finished job asks for a review and, later, a referral. Use it instead of Speed to Lead, not as well.
What you get
- Every enquiry answered with what happens next
- A call-and-quote task, then a chase if they go quiet
- A clear job-booked confirmation and a job-done review request
- A referral ask two weeks after the job
about 9 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
Quote to Job: new enquiry
When a new lead is added
Email: "We have your enquiry"
Create a task: "Call [name] and arrange a quote"
Wait 2 days
Email: "Would you like us to book you in?"
Wait 5 days
Create a task: "Chase [name] for a decision"
Quote to Job: job booked
When a deal is won
Email: "Your job is booked"
Create a task: "Schedule the job for [name]"
Notify your team: "Job won: [name]. A scheduling task has been created."
Quote to Job: job finished
When a project is completed
Email: "Your job is complete"
Wait 1 day
Ask the client for a review
Wait 14 days
Email: "Know someone who needs a hand?"
Before you switch it on
- Install this instead of Speed to Lead, not as well, so a new lead does not get two replies
- Put your area, working hours and how you quote (free quote, site visit) in the first email
- Add what you always need on the day (parking, access, pets, where the stopcock is) to the job-booked email
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.