#38 most asked· 1× cited on Reddit· Quoting & sales follow-up
Know the second a customer opens your quote
The moment your quote gets opened, your phone pings. Ring while it's still on their screen, before they shop it around or let it go cold.
By Daniel Hall · Automation builder at Made 4 Tradies
You send a quote and then you're flying blind: did they read it, bin it, or ring three competitors? This automation closes that gap. The instant the customer opens your quote, your phone gets a real-time ping telling you who, which job, and when. That is your cue to follow up in the same hour they were reading, not three days later when the decision's already made. The window between “sent” and “decision” is exactly where jobs are won or lost, and AU electricians keep asking on Reddit for a CRM that will automate this kind of lead response. This just hands you the timing so a quick, well-timed call does the rest.
See it in action
The flow, end to end
What lands on your phone
Switchboard upgrade — $2,180 — viewed 2 mins ago, second time today.
Without the alert
Sent and forgotten
You hit send and move on to the next job. The customer reads it, sits on it, or rings a competitor — and you never know it happened.
With the alert
Call while it's top of mind
The ping tells you exactly when interest is highest, so your follow-up lands in the same hour they were reading — not three days later.
Why the timing matters
AU electricians on Reddit keep asking which CRM will “automate lead response”. The window between “sent” and “decision” is where jobs are won or lost — this just tells you when that window opens.
How it works
Trigger → actions → outcome
- 1
Trigger
The customer opens the quote PDF or link you emailed them, even days after you sent it.
- 2
Action 1
Within seconds, your phone pings with who opened it, which job, the quote value, and how many times they've looked.
- 3
Action 2
You ring straight away while the quote is still on their screen, opening with a friendly “saw you were having another look.”
- 4
Outcome
You catch the customer at peak interest and lock in a date before they go cold or compare you against a rival.
What this means for your business
The numbers behind it
Real-time
When you find out
Illustrative — the alert fires as the quote is opened, not days later
Sent → decision
The window this targets
Per this item: where jobs are won or lost
“Automate lead response”
What AU sparkies ask for
Reported — r/AusElectricians CRM threads
Questions
Common questions
- What does the "'Quote viewed' notification to you" automation do?
- You get a ping the moment the customer opens the quote so you can ring while it's top of mind.
- Why would a tradie business want this?
- The window between 'sent' and 'decision' is when jobs are won or lost.
- How many Reddit threads asked for this?
- 1 verified Reddit thread cite this automation, sourced from trade-owner subreddits.
The evidence
1 verified Reddit thread
Every quote is traceable to a real Reddit thread. Click any source to read the original tradies asking for this.
- r/AusElectricians
'Which CRM do you use? Do you automate lead response?' — AU electricians thread.
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